Accessing BANNER

From “Benefits” Tab, Click on “Internet Native Banner”

Setup A Grant

How to Setup a Grant• Complete OSP Green Sheet• Complete New Fund Checklist• FTMAGCY: Adding a Sponsor• FRAGRNT: Adding Personnel• FRAGRNT: Adding a Grant• FTMFUND: Adding Funds• Adding Budget starts on slide:• FRAGRNT: Adding Cost Codes• Adding Billing events starts on slide:• **This How To uses an already established “New Fund Checklist.”

Things in bold come directly off the checklist. If you do not have a checklist you will have to fill one out.

Complete OSP Green Sheet

Complete New Fund Checklist

See Appropriate Slides of

Instructions for Information to fill out this section

FTMAGCY

Select drop-down to see if agency exists

Query agency in “Last Name” field using “%NameOfAgency%”; Execute Query

If agency does not exist, it needs to be

added

Click Icon; Result: Common matching entry form opens if common matching is activated. Select matching source code. Enter name of agency in non-person name field; Click Save/YES/OK.

Result: Agency code maintenance form or FTMAGCY opens with new agency name. Click “Next

Block” to continue. Enter individual name in contact field.

Enter Organization Code in Predecessor field.

See following Slides for Screen Shots

Select Address type; enter all address info associated with sponsor. Address type, Sequence #, City/State/Zip/Nation are

required fields.

If additional addresses are needed for same sponsor, use “Next Record” function.

Click Save; Return to Agency Information Tab

NOTE: Include Invoicing Address

Enter Default Address Type and Sequence Number; This address will default into individual grant records.

Save and Exit

FRAGRNT

Enter CFDA and Sponsor ID

Cost Code Tab

Complete Indirects section only if indirects are included in grant. Do NOT complete Cost

Share section

Save and Exit

Adding Personnel in FRAGRNT

Enter Grant Code; Click

“Next Block”

Click “Personnel;” Check Title, Phone, Email

Click “Report/Billing Format”

Select Appropriate Code

Type FOAIDEN; Enter

1. Enter ID# or “Generate ID”

2. Next Block

3. Complete Section

4. Click Save. Exit

FTMFUND

Billing Distribution Setup

Start date is always July 1 of fiscal year grant is established (if grant start October, 2012, start date is 7/1/2012).

Unbilled AR Account: See

Checklist

Enter Valid Account Codes

Always 1A

Options; Select “FRMFUND”

Tab to Cost Codes—Info should populate; if not, enter indirect cost code from drop-down menu. NOTE: Do NOT enter cost share data.

Enter billing accounts receivable from checklist

Save and Exit

FRABUDG

NOTE: FRABUDG can also be accessed from Options menu

within FRAGRNT

Enter Brief Description

NOTE: Input this number on New Fund Checklist

Billing Tab in FRAGRNT

Click Billing; Update address type if needed

Only Update last invoice for bills created outside

of grants billing—for new setups this field should be left blank; Check for

Undistributed Cash Receipt Account Number

Click Options; Select Billing Frequency

Information

Setting Up Grant Billing Events

(Cost Reimbursable)

Click Options; Select Billing Frequency

Information

Click Next Block

Next Block

Event Code=“Bill”

Check “Bill” if needed

Clear Screen

Last day of month invoicing

Select from drop-down

“Cost Reimbursement” or “Fixed

Same as “Date From”

Select Format

Choose Format from List

Enter Name of OSP Grant Analyst; Click

Next Block

Auto-Populates

Click “Next Block”; Save.

Enter “FRAGRNT”

Enter Grant Number

Click Billing

Click “Options.” Choose

“FRAEVGA.”

Click “Page Down.”

Enter Event Code

Enter Date From; Date To; Frequency; Payment Method

Select Bill Format. Enter Default ID

Auto populates Invoice

Schedule

To change: Click “Previous Block.” Update Info; Enter User ID; Click “Next

Block”

Click “Next Block”

Save

Setting Up Billing Events(Fixed Price)

Enter Fund Number and Amount.

Save. Exit.

Generating Bills

Enter Type of Bill (example: FRAGENB)

Next Block; Review Data and Billing

Amount

To Add Text, Click Options: Text Information

Next Block; Review Text

FRRBILL

Next Block

Type in DATABASEThen, CTRL + PGDN

FRRBILL -----Audit Mode first!!----- Printer: always DATABASECTRL + PGDN

01: always G06: always S09: Grant Code10: GENB, FIXP, 272B for Federal. Lookup in FRAEVGA.11: last day of the Billing Month12: always P13: usually R14: A=Audit U=Update15: always S (Unless Sponsor requests details.)16: Today17: last day of the month that has yet to close18: always N19: always NCTRL+PGDN

SUBMITSAVEOPTIONSREVIEW OUTPUTClick on the ARROW DOWN button for the FILE NAME

Creating Bills

FRRBILL

Next Block

Change Parameter 14

to “U”

FRRBILL -----Audit Mode first!!----- Printer: always DATABASECTRL + PGDN

01: always G06: always S09: Grant Code10: GENB, FIXP, 272B for Federal. Lookup in FRAEVGA.11: last day of the Billing Month12: always P13: usually R14: A=Audit U=Update15: always S (Unless Sponsor requests details.)16: Today17: last day of the month that has yet to close18: always N19: always NCTRL+PGDN

SUBMITSAVEOPTIONSREVIEW OUTPUTClick on the ARROW DOWN button for the FILE NAME

Bill Type

Run Report

Enter S; Blank, Billing Date

Submit Query

Scroll Down

If correct, click file/save; Save in T:/Invoices/Mo-Year

Check Details; Save; Print; Mail

Next Block 3X and Save

Next Block 3X and Save

In “FGITBAL,” Click Next Block

Enter Fund Number

Click Options: Query

Confirm Posting

Write Document # on the file copy of the

Invoice!!

Confirm Posting is removed from Unbilled Amounts: In FRABDCN, Enter

Grant, Click Next Block

Setting Up Security in Banner for Grants

FOMAQRCApproval Que Routing Codes

FTMAPPQApproval Que Maintenance

FOMPROFUser Profile Maintenance

Click on the arrow.

Press F7.Tab to User Name.Type: %some of the PI’s name%.Press F8.Double Click on the PI’s name.

Control + Page Down

Click on Options.Select Maintain Fund Security Info.

Control + Page Down

Scroll to the bottom of the list.Press the arrow down key once.

PI – BothDept. Head – QueryDept. Secretary - Both

Fund #

Always Z

F10 to Save.

Ensure that each person is assigned “Report” under the Fund Field.

If not, add Report with access as Both, F10 to save.

(This allows access to Self-Service Budget Queries.)

Repeat the process for the Dept. Head, Dept. Secretary, and any Others as requested by the PI.

Accessing FGITBAL

FOIDOCH Banner

FRIGITD