Presentation on theme: "Elizabeth City State University Banner Finance. Course Objectives Understand ECSU Chart of Accounts Structure Managing your Banner System Account –How."— Presentation transcript:
Course Objectives Understand ECSU Chart of Accounts Structure Managing your Banner System Account –How to set up user preferences –How to manage your personal menu Finance Forms –Understand naming conventions and form structure –Perform basic Banner navigation functions Search for items in a database Extract data to Excel –How to find financial data
Form Naming Conventions All forms names have seven characters also known as a Quick Key Position 1 - System Position 2 - Module Position 3 – Type Modules FinanceStudent Position 2 ModulePosition 2 Module AAccounts PayableAAdmissions BBudget DevelopmentCCatalog CCost AccountingESupport Services EElectronic Data InterchangeFRegistration/Fee Assessment FFixed AssetsGGeneral Student GGeneral LedgerHGrades/Academic History IInvestment ManagementIFaculty Load NEndowment ManagementLLocation Management OOperationsMCAPP PPurchasing and ProcurementOOverall RResearch AccountingPPerson SStores InventoryRRecruiting TValidation Form/TableSSchedule UUtilityTValidation Form/Table UUtility
Title Bar Blocks –Key Block –Information Block Parts of a form
Menu Bar Toolbar Title Bar Key Block Information Block Auto Hint and Status Line
When working on a form, where do you start? A. Next block B.Information block C.Start block D.Key block
Querying Wildcards - you can use the Oracle wildcards % and _ in the search criteria: –The character % represents any number of unspecified characters. –The character _ represents one occurrence of an unspecified character. –The date format in Banner is DD-MMM-YYYY. To query all transactions for the month of December 2013 use %DEC-2013 as the search criteria.
Quick Hints Options Menu – From within a form you can access other forms, windows and blocks related to the current form. –You can also use the right mouse button to access a list of options (just be sure your pointer is not over a field). Use F5 on your keyboard to display the direct access field. This is useful if you want to access another Banner form without exiting the current form. Click on File from the menu bar to see the last 10 forms accessed since your last logon.
Drilling down Field in key block is populated automatically from the previous form Perform a ‘next block’ function to see information As long as Options is not grayed out in menu bar, you can continue to drill down for more information