Banner 9 Navigation Training - Montana State University · 2020. 4. 21. · Banner 9 Navigation...
Transcript of Banner 9 Navigation Training - Montana State University · 2020. 4. 21. · Banner 9 Navigation...
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Banner 9 Navigation Training
Finance and Accounting Systems TeamMontana State University
June 2018
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Getting Started• Banner 9 test website:
– https://tstabanner.montana.edu/applicationNavigator
• Contents1. Keyboard Shortcuts2. Logging In3. Reading the Welcome Screen4. Accessing Forms5. Filling in Form Data6. Sorting and Filtering List Data7. Executing Form Request8. Accessing New Form from Current Form9. Accessing Recently Opened Forms10. Accessing Related Forms11. Extracting Data12. Amplifying Information
*Click on Team in the upper right corner to return to Getting Started
Finance and Accounting Systems Team
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Finance and Accounting Systems Team
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Finance and Accounting Systems Team
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Logging In
Finance and Accounting Systems Team
• Use NetID and NetID Password
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Reading the Welcome Screen
Finance and Accounting Systems Team
• Ensure you’re in the correct campus (if necessary)
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Reading the Welcome Screen• Menu
Finance and Accounting Systems Team
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Reading the Welcome Screen• Search
Finance and Accounting Systems Team
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Reading the Welcome Screen• Recently Opened Forms
Finance and Accounting Systems Team
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Reading the Welcome Screen• Link to Welcome Screen
Finance and Accounting Systems Team
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Reading the Welcome Screen
Finance and Accounting Systems Team
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Reading the Welcome Screen
Finance and Accounting Systems Team
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Accessing Forms
Finance and Accounting Systems Team
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Accessing Forms – Option 1
Finance and Accounting Systems Team
• Place cursor in Search bar or click on magnifying glass
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1a. Accessing Forms• Three options:
• Enter entire form code (e.g. FGITBSR) and hit Enter• Enter first part of form (e.g. FGIT) and select desired form in dropdown menu• Enter the type of form you wish to access (e.g. Trial balance) and select desired
form in dropdown menu
Finance and Accounting Systems Team
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1b. Accessing Forms
Finance and Accounting Systems Team
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Accessing Forms – Option 2
Finance and Accounting Systems Team
• Click on Menu (3 horizontal lines) OR• Ctrl + M
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2a. Accessing Forms
Finance and Accounting Systems Team
• Scroll down using down arrow and hit Enter OR• Click on Banner
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2b. Accessing Forms
Finance and Accounting Systems Team
• Scroll down using down arrow and hit Enter OR• Click on desired menu
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2c. Accessing Forms
Finance and Accounting Systems Team
• Scroll down using down arrow and hit Enter OR• Click on desired menu
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2d. Accessing Forms
Finance and Accounting Systems Team
• Scroll down using down arrow and hit Enter OR• Click on desired menu
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2e. Accessing Forms
Finance and Accounting Systems Team
• Scroll down using down arrow and hit Enter OR• Click on desired form
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2f. Accessing Forms
Finance and Accounting Systems Team
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Accessing Forms – Option 3
Finance and Accounting Systems Team
• Click on Menu (3 horizontal lines) OR• Ctrl + M
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3a. Accessing Forms
Finance and Accounting Systems Team
• Scroll down using down arrow and hit Enter OR• Click on My Banner
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3b. Accessing Forms
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• Scroll to (or click on) desired form
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3c. Accessing Forms
Finance and Accounting Systems Team
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Reading the Form Screen
Finance and Accounting Systems Team
CampusCurrent Form
Next Section(Alt + Page Down)
Fillable Fields
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Filling in Form Data
Finance and Accounting Systems Team
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Filling in Form Data• Enter information:
• COA (mandatory with asterisk)• Fiscal Year (mandatory with asterisk)• Fund OR Fund Type (optional)• Account OR Account Type (optional)
Finance and Accounting Systems Team
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Filling in Form Data• Three options to retrieve list data:
– Click on – Double click in cell– Place cursor in cell then hit F9
Finance and Accounting Systems Team
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Filling in Form Data• List data
Finance and Accounting Systems Team
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Sorting and Filtering List Data
Finance and Accounting Systems Team
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Filtering List Data• Sorting and filtering data
Finance and Accounting Systems Team
SortFilter
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Filtering List Data• Some filters are case-sensitive• Multiple filters are available• Three options to execute filter:
– Enter– F8– Click “Go”
Finance and Accounting Systems Team
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Filtering List Data• Two options to select the desired data:
– Alt + S (after the data is highlighted)– Double-click
Finance and Accounting Systems Team
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Filtering List Data
Finance and Accounting Systems Team
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Executing Form Request
Finance and Accounting Systems Team
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Executing Form Request• Three options:
– Alt + Page Down– “Go” button
• Note: Enter will move the cursor between cells. And once you reach Go and hit Enter, it will execute the request.
– “Next Section” button at the bottom left corner
Finance and Accounting Systems Team
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Results
Finance and Accounting Systems Team
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Accessing New Form From Current Form
Finance and Accounting Systems Team
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Accessing New Form – Option 1
Finance and Accounting Systems Team
• Select Search (magnifying glass) OR• Ctrl + Shift + Y
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1a. Accessing New Form• Three options:
– Complete form name and hit Enter– Insert portion of form name and choose form in dropdown menu– Insert form type (e.g. budget status) and choose form in dropdown
Finance and Accounting Systems Team
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1b. Accessing New Form
Finance and Accounting Systems Team
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Accessing New Form – Option 2
Finance and Accounting Systems Team
• Select Menu (3 horizontal lines)
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2a. Accessing New Form
Finance and Accounting Systems Team
• Select Banner
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2b. Accessing New Form
Finance and Accounting Systems Team
• Select Finance System Menu (*FINANCE)
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2c. Accessing New Form
Finance and Accounting Systems Team
• Select General Ledger (*FINGENLL)
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2d. Accessing New Form
Finance and Accounting Systems Team
• Select General Accounting Query Forms (*FINGENLQ)
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2e. Accessing New Form
Finance and Accounting Systems Team
• Select General Budget Query Forms (*FINGBUDQ)
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2f. Accessing New Form
Finance and Accounting Systems Team
• Select Organization Budget Status (FGIBDST)
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2g. Accessing New Form
Finance and Accounting Systems Team
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Accessing Recently Opened Forms
Finance and Accounting Systems Team
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Accessing Recently Opened Forms• Ctrl + Y OR• Click on folder to the right of magnifying glass
Finance and Accounting Systems Team
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Accessing Recently Opened Forms• Either scroll down using down arrow and hit Enter OR• Click on desired form
Finance and Accounting Systems Team
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Accessing Recently Opened Forms
Finance and Accounting Systems Team
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Accessing Related Forms
Finance and Accounting Systems Team
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Related Forms
Finance and Accounting Systems Team
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Related Forms
Finance and Accounting Systems Team
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• Hit Tab to reach data you wish to analyze
Related Forms
Finance and Accounting Systems Team
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• Click on Related– Keyboard shortcut: Alt + Shift + R
Related Forms
Finance and Accounting Systems Team
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• Click on FGITRND (or other pertinent related form)– Keyboard shortcut: F3
Related Forms
Finance and Accounting Systems Team
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• Results – FGITRND
Related Forms
Finance and Accounting Systems Team
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Extracting Data
Finance and Accounting Systems Team
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Extracting Data
Finance and Accounting Systems Team
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1. Enter Index2. Hit Alt + Page Down OR “Go”
Extracting Data
Finance and Accounting Systems Team
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1. Hit Tab to reach data you wish to analyze2. Hit F3 to drill down
Extracting Data
Finance and Accounting Systems Team
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• Select Tools – (Alt + Shift + T)
Extracting Data
Finance and Accounting Systems Team
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• Select Export – (Shift + F1)
Extracting Data
Finance and Accounting Systems Team
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• CSV download automatically begins– Select file located in the bottom left corner (Google Chrome)
Extracting Data
Finance and Accounting Systems Team
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• Results
Extracting Data
Finance and Accounting Systems Team
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Amplifying Information
Finance and Accounting Systems Team
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Browsers• These browsers will support Banner 9 testing:
– Google Chrome (preferred)
– Mozilla Firefox
– Internet Explorer
– Microsoft Edge
Finance and Accounting Systems Team
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Test Site Maintenance• Banner 9 test site is down for maintenance
Finance and Accounting Systems Team
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EDM Browsers• If you’re annotating and/or scanning documents in EDM, Internet
Explorer is the only browser that currently works.• If you’re only viewing documents in EDM, any of these browsers
will work:– Google Chrome– Mozilla Firefox– Internet Explorer
Finance and Accounting Systems Team