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3CBG 4/5/2005 Banner tips and tricks Brian Nolan

3CBG 4/5/2005 Banner tips and tricks Brian Nolan. Viewing the Entire Field. Control-E will display full title. Data Extract to Excel. To enable extract, set to “Data Block Only” on GUAOBJS. Under “Help” select “Extract Data No Key”. Excel Download. If you are using INB:

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3CBG 4/5/2005 Banner tips and tricks Brian Nolan

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  1. 3CBG 4/5/2005 Banner tips and tricks Brian Nolan

  2. Viewing the Entire Field

  3. Control-E will display full title

  4. Data Extract to Excel To enable extract, set to “Data Block Only” on GUAOBJS

  5. Under “Help” select “Extract Data No Key”

  6. Excel Download • If you are using INB: • Download will produce spreadsheet which you can open in a new browser window and save where you want • If you are using client server: • Download will save to a folder specified on GUAUPRF

  7. Excel Download • Quick format: • Control-A to select entire spreadsheet • Format • Column • Auto-fit Selection

  8. Excel Download • Save as .xls format to save formatting • Open in MS Excel • Open in MS Access

  9. Expert Query

  10. Enter a colon : in a field

  11. To sort a column order by : To sort in descending order order by : desc

  12. Query is now sorted by name in ascending order

  13. Now let’s select a date range

  14. Colon is in the cashier date field

  15. Only transactions between May 12 and 17 are displayed

  16. . . . a little fancier . . .

  17. Now it is sorted by date

  18. A little fancier: query on two columns

  19. Tips on entering dates • Banner assumes current year and current month: 11092004 = 09-NOV-2004 1109 = 09-NOV-2005 09 = 09-APR-2005 • Any letter in any date field means current date: X = 05-APR-2005

  20. Tips on editing Journal Vouchers • Changing the header date will re-edit all the transactions • can be time consuming, but beats doing it manually! • Querying on status indicator “E” will find records set to error status • Sometimes status is set to null. Use expert query to find : is null • $0.00 amount. If this errors out, use [Record Remove].

  21. This form displays all (fully approved) documents currently awaiting posting.

  22. Tips on Year End

  23. Before June 30th • Review FTMCOAS and FTMFTYP set-up • Run FPPPOBC (Purchase order batch close) • Clean up suspended documents • Be sure that funds terminating June 30th or earlier are “zeroed out”

  24. Before June 30th • Run FGRGLRL in audit mode and check for the following key words: • “No Fund” • “Fund Balance Indicator” • “General Ledger” • “Do Not Balance” • “Accumulated Balance”

  25. After close of day June 30th • Run TSRDETL (Student AR detail) • Back up and save AR tables before start-of-business in the new year • Detail AP reconciliation • Scheme for identifying old-year invoices entered in the new year?

  26. July/August timing • Run FGRGLRL • Date? I’d suggest around July 15 - 20 • Concurrent year processing and FOMPROF • When does period 14 (“Accrual Period”) start? • Run FGRENRL • Probably immediately after FGRGLRL • Encumbrances can be rolled manually using an E090 rule code

  27. July/August timing • Run FGRBDRL • Wait as long as possible! • Grant implications • Don’t run FGRCLOP • ever! • Any other suggestions or “lessons learned”?

  28. Any other: clever ideas? shortcuts? pearls of wisdom? Questions?

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