1 / 10

Banner

Banner On July 1, 2009, Temple University will switch to a new finance system which will greatly improve how the University operates. This is a quick overview on how it will affect you. Presented by: J.G. Kain June 1, 2009 What is Banner?

lotus
Download Presentation

Banner

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Banner On July 1, 2009, Temple University will switch to a new finance system which will greatly improve how the University operates. This is a quick overview on how it will affect you. Presented by: J.G. Kain June 1, 2009

  2. What is Banner? • Banner is Temple University’s new integrated systems platform: • Finance • Human Resources • Enrollment Management One Computer System • Financial Aid • Scheduling & Registration • It will eventually replace: • FMS • ISIS • Ultimus Workflow • OWLnet Presented by: J.G. Kain June 1, 2009

  3. What is Banner? • Implementation Dates • Finance: July 1, 2009 • Human Resources: January 1, 2010 • Enrollment Management: August 1, 2010 • Financial Aid: January 1, 2011 • Scheduling &Registration: March 1, 2011 • TUportal is part of the project and already implemented • The finance module is next… on July 1st. Presented by: J.G. Kain June 1, 2009

  4. Banner Finance • Banner Finance is a comprehensive accounting system that will show balances on funds and transaction detail including images of invoices • More user-friendly, reliable and flexible than FMS • Includes a grants module that is tailored to managing sponsored projects • TUmarketplace is used for all purchases and contracts Presented by: J.G. Kain June 1, 2009

  5. Banner Finance • Cost Centers will no longer be used • The Cost Center will be replaced by the FOAPAL • 17 Digits • Fund-Org-Account-Program 36-0901-101 360197 09010 7500 02 For a more detailed explanation of the FOAPAL, click here Presented by: J.G. Kain June 1, 2009

  6. Banner Grants • Banner will assign each project a 6 digit grant number that will not change over the life of the project • Grants can have multiple fund numbers allowing for greater flexibility and better management • Grant expenses can be viewed from the very beginning of the project (“inception-to-date”) rather than one fiscal year at a time • Each sub-award to another institution will have its own account code Presented by: J.G. Kain June 1, 2009

  7. TUmarketplace • Used for ALL purchases not made with the Pcard • Has catalogues for most vendors used by Temple • Just like on-line shopping • Has punch-outs for certain vendors such as Dell and Staples Presented by: J.G. Kain June 1, 2009

  8. TUmarketplace Presented by: J.G. Kain June 1, 2009

  9. TUmarketplace • Use for hiring consultants • Use for Creative Services • Use for ordering lab coats • Master (or Blanket) POs will no longer be used for any vendor that is in the catalogue • Ultimus Workflow will be shut down Presented by: J.G. Kain June 1, 2009

  10. Transition • CHP will have a Transition Team ready to field problems and answer questions • Training will begin June • Other support may be found at Knowledge Base Presented by: J.G. Kain June 1, 2009

More Related