Banner Finance Self-Service Follow-up
Questions & Answers
- 1) Is there a vendor look-up table available in Self-Service?
- A: Vendor look-up is available in Document Query but this query is based on the Banner Vendor ID #.
2) When will Balance Forward amounts be displayed? - A: Since these balances will not be available until FY05 is fully closed out, they will be loaded in the beginning of August 2005, which follows the usual year-end timeline.
3) What items will be included in the "Commitments" category in a Budget query? - A: Commitments will include all Requisitions that have been approved and posted plus outstanding Purchase Orders.
4) How can I determine the actual amount of funds available that I have for my General Fund budget - remember I don't get to keep any staff salary and fringe benefit budget surpluses. - A: A helpful tool to determine your operating available balance is the Budget Status by Organizational Hierarchyfound in the Budget Query Menu. After selecting this query and entering your Fund/Org code, you will first see a total one-line report as displayed below. For this example, the Budget Office 110000 57700 was used.
| Query Results |
| Organization |
Organization Title |
FY05/PD14 Adjusted Budget |
FY05/PD14 Year to Date |
FY05/PD14 Commitments |
FY05/PD14 Available Balance |
| 57700 |
Budget / Financial Analysis Admin |
610,944.00 |
938,409.02 |
0.00 |
( 327,465.02) |
| 57700 Rollup |
610,944.00 |
938,409.02 |
0.00 |
( 327,465.02) |
At the above screen Double-click on the org code and the account code subtotals will be displayed, as shown below:
|
Query Results
|
| Account Type |
Account Type Title |
FY05/PD14 Adjusted Budget |
FY05/PD14 Year to Date |
FY05/PD14 Commitments |
FY05/PD14 Available Balance |
| 50 |
Revenue |
|
|
|
|
| 60 |
Salaries, Wages & Benefits |
563,292.00 |
227,278.80 |
0.00 |
336,013.20 |
| 70 |
Expenditures |
47,652.00 |
711,130.22 |
0.00 |
( 663,478.22) |
| 80 |
Transfers |
|
|
|
|
| 57700 Rollup |
610,944.00 |
938,409.02 |
0.00 |
( 327,465.02) |
Since Account type 60, Salaries, Wages & Benefits includes both staff and student wages, you will need to perform one more drilldown to determine the available balance that pertains to student wages only. Double-click on 60 to do so.
| Query Results |
| Account Type |
Account Type Title |
FY05/PD14 Adjusted Budget |
FY05/PD14 Year to Date |
FY05/PD14 Commitments |
FY05/PD14 Available Balance |
| 61 |
Salaries, Wages & Benefits |
563,292.00 |
227,278.80 |
0.00 |
336,013.20 |
| 68 |
Student Wages |
|
|
|
|
| 60 Rollup |
563,292.00 |
227,278.80 |
0.00 |
336,013.20 |
You can now determine your operating budget balance by adding the Available Balance from Student Wages to the Expenditures and Transfers Available Balance.
- 5) How long can I use the User ID and Password I received in the Self-Service Training session?
- A: You can continue to use the ID and Password you received in training through the month of June, 2005. Prior to the July 1 Go-Live, new User IDs and Passwords will be distributed for the Production system via a personalized e-mail notice.
6) Will I still get my month end reports? - A: E-print reports will still be available at the end of the month and the format will be very similar to the FBM092 reports (greenbars) that you are currently using. More information will be coming as to how to access E~Print in Banner (what account to use to log in, etc.)
- Remember that you can create a budget report at any time using the Excel download feature.
7) Can I enter purchase requisitions in Self-Service? - A: No, you must enter purchase requisitions in Internet Native Banner (INB). You can, however, approve purchase requisitions in Self-Service.
8) How can I locate my Banner assigned Requisition Number if I forgot to write it down? - A: Go to the 'View Documents' option and set up a query using the Requisition Code Look-up.
9) I know that I need to identify the new Banner FOAP for documents to be processed by the Accounting Department after July 1, but what is the new format? - A: The new standard format will be:
- Fund Code - Organization Code - Account Code - Program Code.
10) If I'd like a refresher class, or know someone that might still need this training class, will it be offered in the future? - A: Yes, make-up sessions of the Banner Self-Service Training class will be offered July 12 - August 4. Go to http://www.gvsu.edu/it/ and then click on the "Seminars" item in the "Popular Pages" box on the right side of the screen. Please follow the instructions for registering for Spring Seminars in order to complete registration.
11) What if I need on-site support? - A: Certain staff has been designated as 'Super Users' and will be providing Banner Finance assistance within your department, being the first 'go to' person. If you are unsure who to contact, check the following list:
Departmental 'Super Users'
- Administration
- Jessie Holland
- Admissions
- Andrea Marks
- ARSP
- Shantel Lofiego
- Suzanne Norma
- Athletics
- Sandra Jennings
- Joy Flanders
- Autism
- Melissa Adair
- Annis Water Resources
- Tonya Cnossen
- College of Business
- Diane Dykstra
- Dana Lewis
- College of Community and Public Services
- Val Frank
- Robin Burris
- Patti Eisen
- College of Engineering & Computing
- Jeff Ray
- Diane Breeman
- Paul Leidig
- College of Health Professions
- Sheryl O'Neal
- Toni Postema
- College of Liberal Arts and Sciences
- Pat Haynes
- Michelle Durham
- Tracy McLenithan
- Cheryl Smalley
- Sandra Bacon
- College of Nursing
- Susan Kraus
- Development
- Donella Andersen
- Faye Spears
- DeVos Bookstore
- Beth Wierenga
- Facilities Services & Planning
- Steve Leeser
- Mary Ann Holcomb
- Graduate Studies and Grants Administration
- Jeannie Moseler
- Irene Fountain
- Shirley Dilworth
- Information Technology
- Linda Raterink
- Library
- Sarah Daniels
- Lynell DeWind
- MAREC
- Courtney Sherwood
- News and Information
- Sherry Bouwman
- Public Safety
- Holly Kloostra
- Dori Runyon
- Records
- Melissa Cunningham
- Marcia Schutter
- Regional Math & Science Center
- Mary Watters
- Smart Center
- Joanie Hodson
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