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Self Service Banner

Learn about FOAPAL system in Banner for managing finances at Auburn University. Understand Fund, Organization, Account, Program, Activity, and Location components. Access Budget Transfer forms and online Finance Approvals.

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Self Service Banner

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  1. Self Service Banner FOAP AND NAVIGATION Presented by the Auburn University Business Office Fall 2005 Ver 7.1

  2. What is FOAPAL?

  3. FOAPAL The new account structure in Banner follows a hierarchical structure and is called the FOAPAL. FOAPAL is an acronym for: • Fund • Organization • Account • Program • Activity • Location It is a way of representing Auburn through a Chart of Accounts. FOAP is required to create requisitions, pay invoices and process budget transfers.

  4. The following table further describes each part of FOAPAL:

  5. Table continued:

  6. Current Account Structure The current account structure that is used with FRS is as follows:

  7. New Account Structure The new account structure in Banner follows a hierarchical structure called FOAPAL (faux – pull). The first four parts (FOAP) are required for processing transactions.

  8. Banner Account Structure Example FRS BANNER

  9. Logging in to AU Access Please log on to the internet. Then type in the following URL ADDRESS and press enter. You will use your FRS userid and password. https://auaccess-train.auburn.edu

  10. TABS

  11. Menu Tabs

  12. QUESTIONS???

  13. Self Service Banner Budget Transfers

  14. Finance

  15. The Finance Self-Service Budget Transfer Form allows a user to process Budget Adjustment Journal Vouchers on the Web. This form enables the Web user to transfer budget from one FOAPAL to another. The form does not allow completion of documents using Journal Types that are not self-balancing. Introduction

  16. A Budget Transfer Requires: • Fund/Org security • Available Budget • Must be within the same chart for a single line budget transfer

  17. Create Budget Transfers

  18. Create Budget Transfers Cont.

  19. Look Up Codes • Finance Self-Service allows users to look up any of the FOAPAL component codes for a Chart of Accounts. Codes can be queried by ID as well as by Title, and the use of wildcards is permitted. • The Code Lookup function is attached to a number of options from the Finance Menu, including Budget Transfer and Multiple Line Budget Transfer.

  20. Code Lookup for Type

  21. Code Lookup for Maximum rows to return

  22. Create Multiple Line Budget Transfers

  23. Create Multiple Line Budget Transfers Cont.

  24. Create Multiple Line Budget Transfers Cont. • The Multiple Line Budget Transfer Form is the same as the Budget Transfer Form except that it allows Budget transfers between up to five FOAPALs that can be from the same or different charts. • The fields on these forms are identical.

  25. Create Multiple Line Budget Transfers Cont. • In each document created, the pluses (transfers to) must equal the minuses (transfers from). • These amounts must offset one another and add up to the Document Amount. • This form is not meant to allow completion of documents using a Journal Type other than AU04 (Temporary Budget Adjustment).

  26. Online Finance Approvals • Choose Complete to perform a validation and forward the document for processing • The document will route through the online approval process • The online approval process is very similar to the Web based online budget change order system currently being utilized in FRS Plus

  27. Online Finance Approvals Cont.

  28. Online Finance Approvals Cont.

  29. Online Finance Approvals Cont.

  30. Online Finance Approvals Cont.

  31. QUESTIONS ???

  32. Self Service Requisitions Self Service 7.1 – Finance Module Release Date: October 1, 2005

  33. Training Agenda • Process of completing a requisition • General information and other useful forms

  34. Features of Self Service User friendly navigation and display of data Supports single- screen view of the final document Creates templates to be used when entering new requisitions Self Service does NOT: Save incomplete documents. Any incomplete document will be lost when you exit Banner or close the window Support copy functionality Allow editing or canceling of a requisition Self Service vs. Banner Admin

  35. The 5 Stages of Purchasing

  36. Self Service - Requisitions

  37. Code Lookup Search Criteria

  38. Code Lookup

  39. Code Lookup

  40. Self Service Requisitions

  41. Self Service -Requisitions

  42. Requisitions – Document Text

  43. Commodity Information Completed Commodity Information

  44. FOAP

  45. Completed Requisition

  46. Finance – View Documents

  47. Requisitions – View Document

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