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  1. If you are looking at a General Fund FOAP, enter the Organization code into the Index field and tab to autofill the Fund, Organization and Program codes.
  2. If not, enter the Fund, Organization and Program Codes in each field.  Since the Program Code is a subordinate code, it is not required to view the budget, However, there are Funds and Organizations that use multiple Program Codes so make sure you are entering the codes that are pertinent to the budget you are tracking.
  3. It's recommended to leave the Accounts field blank so you can view all account balances. 
    1. To view only one line item, check the Query Specific check box checkbox and enter the specific Fund, Organization, Account and Program code desired.  (The Activity and Location codes are no longer used at PCC). 
    2. In Banner 9, users will need to 'uncheck' the Include Revenue check box in order to get positive numbers. In Banner 8 it was just the reverse.
  4. Click on the Green Go button on the top right side of your screen to advance to the budget summary page.
  5. You will see each line item Account Code, Description, Adjusted Budget, YTD (year-to-date) Activity, Commitments (also known as reservations or encumbrances) and Available Balance.
  6. Click into any number in either the YTD or Commitment columns and select Related to the Related drop down menu to view the Transaction Details (FGITRND).  Click The FGITRND allows you to see details related to transactions, however, there is no longer access to the Related page, FWIDETL, which allows you to see the details related to each specific transactional document. This data was moved to Argos during the upgrade to Banner 9. 
  7. To return to the Budget Summary page, click on the X in the top left corner of your page to return to the Budget Summary page and again to . To return to the FGIBDSR home screen, repeat.


    FWIDETL - Document Details


    NOTE
    : The next level of detail (FWIDETL) document detail page, FWIDETL, is no longer in Banner and is located in the PCC Reporting, Argos FWIDETL report. Both detail pages, FGITRND and FWIDETL, have moved to Argis FWIDETL and have improvements over Banner 8's experience. For ease of use, login to Argos and use FWIDETL to track both levels of detail within a FOAP.

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  1. You will need access to Argos to run this report. Contact your manager for authorization. 

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Most Frequently Used Document Codes

PCyyyymmPurchase Card

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R0######Requisition

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P0######Purchase Order

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I0######Invoice

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0######Check Number

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F0######Payroll, Imprest Cash Reimbursements or Refunds

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J0######Journal entry for corrections, budget transfers etc.
PXyyyymmPrinting & Copy Charges


To view all

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Purchase Order commitments (also known as reservations or encumbrances) for this FOP, go to FGIENCD  or FGIOENC and enter the Purchase Order number.

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