Banner Self-Service Finance Self-Service Training Workbook Release 8.5 – July 2011 Updated 5/03/2012
_______________________________________________________________________________________________

Ellucian

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Banner®, Colleague®, PowerCAMPUS®, Luminis® and Datatel® are trademarks of Ellucian or its affiliates and are registered in the U.S. and other countries. Ellucian, Advance, Recruiter, and Open Digital Campus are trademarks of Ellucian or its affiliates. Other names may be trademarks of their respective owners.

Revision History Log

Publication Date	Summary
4/30/2008	New version that supports 8.0 software.
5/30/2008	Minor formatting changes. Spelled out Banner form names.
4/01/2009	Minor Change – Form was added
11/30/2010	Updated to include a search and save feature for requisitions and purchase orders in Banner Finance Self-Service.
3/9/2011	Updated to ensure all screenshots are in the Cascade style user interface.
7/29/2011	Updated to support available balance drill down for Banner Finance Self-Service 8.5.
9/1/2011	Updated to include the Payroll Detail in budget queries and Payroll Expense Detail report.
5/3/2011	Updated to the Ellucian template.

Notice of rights

© 2012 Ellucian. All rights reserved.

Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Ellucian licensees, and is subject to the terms and conditions of one or more written license agreements between Ellucian and the licensee in question.

Table of Contents

Introduction	4

Process Introduction	6

Set Up	9

Establishing Access to Self Service for a User Profile	10

Viewing the Enterprise Access Controls Form	12

Establishing a Pin Passcode for the User Entity	14

Self Check	16

Answer Key for Self Check	17

Day-to-Day Operations	18

Accessing Finance Self-Service	19

Looking Up Codes	22

Performing a Budget Query	24

Performing an Encumbrance Query	32

Creating a Requisition	34

Creating a Purchase Order	37

Approving Documents	40

Viewing Documents	42

Performing a Budget Transfer	48

Performing a Multiple Line Budget Transfer	50

Adding/Changing Rule Codes for Budget Transfers	52

Delete Finance Template	56

Self Check	58

Answer Key for Self Check	59

Appendix	60

Forms Job Aid	61

Introduction

Course goal

This workbook is an introduction to the functions of Self-Service Finance which allows users to

query budget information

submit Requisitions and Purchase Orders to the common database

make Budget Transfers and approve documents.

This workbook is divided into three sections:

Introduction

Set-up

Day-to-day operations

Course objectives

In this course you will learn how to

set up user profiles

issue user PIN numbers to Self Service

query budgets

query encumbrance data

create requisitions

create purchase orders

approve documents

view documents

create budget transfers

create multiple line budget transfers

delete Finance templates.

Intended audience

Finance Office Administrators and Staff

Prerequisites

To complete this course, you should have

completed the Education Practices computer-based training (CBT) tutorial Banner 8 Fundamentals, or have equivalent experience navigating in the Banner system

familiarity with the Banner General System

familiarity with the Banner Finance System

administrative rights to create the rules and set the validation codes in Banner.

Process Introduction

Introduction

The Self-Service Finance system allows users to query budget information, submit requisitions and purchase orders to the common database, make budget transfers and approve documents.

The access to the forms and queries granted to each user is controlled by the implementation of the standard Finance Fund/Organization and Rule Class Security in Banner. Once either or both of these security measures are turned on in Banner, Self-Service Finance recognizes them.

Document completion

The successful completion of a document created through Self-Service Finance will require:

Available budget at time of entry. (When the control severity for budget checking is set to “E” – error, an available budget is required and self-service does not have an NSF override.)

Once an entry form is processed, it must be completed. Entry forms cannot be left in process; all information will be lost.

Self-Service Finance forms

Finance provides four query forms and five entry forms:

Budget Query by Account

Budget Query by Organizational Hierarchy

Budget Quick Query

Encumbrance Query

Requisition

Purchase Order

Approve Documents

View Document

Budget Transfer

Multiple Line Budget Transfer

Delete Finance Template

Features

Self-Service Finance delivers several aids to easily find information within the Banner Finance database:

FOAPAL Codes Lookup

Saving/Deleting Templates

Save As Warning

FOAPAL codes look up

Self-Service Finance forms allow users to look up different codes related to a specific chart of accounts within Banner.

Saving templates

The Finance forms and queries provide users the option to save completed transactions and queries for future use. There are two types of queries: Personal (retrievable by user only) and Shared (retrievable by any user).

Once the form or query is saved as a template, it can be retrieved at any time and the information or parameters can be changed.

A user can use the Delete Finance Template link to delete their personal templates or queries.

Save As warning

As mentioned, users have the option to save their Web-completed Finance form or query as a personal or shared template for future use. To prevent accidental overwrites of existing templates, Self-Service Finance delivers the Save As warning message to interrupt a potential unwanted save.

Set Up

Section goal

The purpose of this section is to outline the setup process and detail the procedures to set up your Banner system to allow users to query budget information, submit requisitions and purchase orders to the common database, budget transfers and approve documents.

Objectives

In this section you will learn how to

set up user profiles

issue user pin numbers to Self Service.

Establishing Access to Self Service for a User Profile

Purpose

The User Profile Maintenance Form (FOMPROF) establishes access to self service for a user profile. The Self Service Access checkbox under the Authorizations block allows an ID to have self service access.

Banner form

Steps

Follow these steps to complete the procedure.

Access the User Profile Maintenance form (FOMPROF).

Enter a User Logon name in the User ID field.

Perform a Next Block function.

Enter an entity ID in the ID field of the person assigned to the logon.

Check the Self Service Access checkbox.

Click the Save icon.

Click the Exit icon.

Viewing the Enterprise Access Controls Form

Purpose

View the Enterprise Access Controls Form (GOAEACC) to see the connection of the user logon to the individual’s entity ID. This is how Banner links each person’s security settings and invokes that security in the Self Service product for Finance.

Banner Form

Steps

Follow these steps to complete the procedure.

Access the Enterprise Access Controls Form (GOAEACC).

Enter a user name in the Username field.

Select an ID in the ID field.

Repeat steps 2 and 3 as needed.

Click the Save icon.

Click the Exit icon.

Establishing a Pin Passcode for the User Entity

Purpose

Third Party Access Audit (GOATPAD) establishes a PIN passcode for a user.

Banner form

Steps

Follow these steps to complete the procedure.

Access the Third Party/Access Audit Form (GOATPAD).

Enter the User Entity ID in the ID field that was connected to the User Logon in FOMPROF.

Perform a Next Block function.

Click the Generate icon above the PIN field.

Note: You can also enter a six-digit pin number in the PIN field.

Check the Accepted checkbox to accept the ID and pin number.

Click the Save icon.

Click the Exit icon.

Self Check

Directions

Use the information you have learned in this workbook to complete this self check activity.

Question 1

Which form do you use to grant access to Self Service?

Question 2

Which form do you use to establish a PIN number?

Answer Key for Self Check

Question 1

Which form do you use to grant access to Self Service?

User Profile Maintenance Form (FOMPROF)

Question 2

Which form do you use to establish a PIN number?

Third Party Access Audit (GOATPAD)

Day-to-Day Operations

Section goal

The purpose of this section is to explain the day-to-day or operational procedures to allow users to query budget information, submit requisitions, purchase orders and budget transfers to the common database, and approve documents.

Objectives

In this section you will learn how to

query budgets

query encumbrance data

create requisitions

create purchase orders

approve documents

view documents

create budget transfers

create multiple line budget transfers

delete Finance templates.

Accessing Finance Self-Service

Introduction

In this lesson, you will access Finance Self-Service. To proceed with this and the following exercises, you will need the User ID and PIN you created in the Set Up section of this workbook or have them provided by your technical personnel. You may use any standard Web browser to access Finance Self-Service.

Steps

Follow these steps to log into Finance Self-Service.

Enter the URL address of Banner Self Service.

Click on Enter Secure Area to access the Login Page.

Enter your User ID and PIN number in the corresponding fields, and click Login.

From the Main Menu, click Finance to access the Finance Menu.

The Finance Menu contains the following options:

Looking Up Codes

Introduction

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.

Code Lookup function

The Code Lookup function is attached to a number of options from the Finance Menu (Requisition, Purchase Order, Budget Transfer, and Multiple Line Budget Transfer).

Steps

Follow these steps to look up a code.

Select Requisition from the Finance Menu.

Scroll down to the Code Lookup section near the bottom of the page.

Select a Chart of Accounts code from the drop-down menu.

Use the Type drop-down menu to find the value you want to query.

For this exercise, select activity.

Enter the wildcard (%) in the Code Criteria field.

Click the Execute Query icon to view the List of Values. The page will refresh and display the results of your query.

Example: This is an example of the result from a query:

Performing a Budget Query

Introduction

The Budget Query option permits the Finance Self-Service user to access the same information they would review online using the Executive Summary Page (FGIBDSR) or the Banner Baseline form (FGIBDST) forms, for Budget Status. Users can also review the payroll labor distribution information that is available on the Labor Distribution Data Inquiry Form (NHIDIST) by either drilling down from the Budget Status by Account or using the Payroll Detail in Budget Queries. As is also true for those online forms, the data selected through a Finance Self-Service query can be downloaded to a Microsoft Excel spreadsheet.

A user may build or retrieve these types of queries:

Budget Status by Account

Budget Status by Organizational Hierarchy

Budget Quick Query

Payroll Expense Detail.

Users may choose from the following Operating Ledger Data for Budget Status by Account and Budget Status by Organizational Hierarchy:Adopted Budget

Budget Adjustments

Adjusted Budget

Temporary Budget

Accounted Budget

Year to Date

Encumbrances

Reservations

Commitments

Available Balance.

Comparison queries

When users choose their desired parameters, they may select a Fiscal Period and Year to compare to the required Fiscal Period and Year. (Budget Quick Query only shows one fiscal year). With this selection, all the details that are retrieved will be placed next to the corresponding comparison Fiscal Period.

Downloading query data to a spreadsheet

Users can download budget query data to a Microsoft Excel spreadsheet and then edit it, according to their reporting needs.

Saving queries as templates

A query can be saved as a template on each screen. However, each time a query is saved, only the information entered and queried up until that point is saved. A user can enter a query and save it on each screen under a different name, creating several templates, each with its own detail or path.

This functionality enables the user to save the query and retrieve it later for quick reference or customizing. Queries may be saved as ‘Shared’ or ‘Personal.’ Other users may access ‘Shared’ queries; ‘Personal’ queries may be accessed only by the User who created them.

Note: You can use the Delete Finance Template link to delete your personal templates.

User-calculated columns

The detail screen provides the capability to add “user calculated columns” to a query. The user may add, subtract, multiply, divide, or get a percentage of any two Operating Ledger Columns, choose where they should be displayed, and name them. These columns may be removed, saved, or added from a query or template at any time.

Note: The User Calculated columns cannot be downloaded into Excel because they are just calculations.

Budget status by account

The Budget Status by Account option allows a user to review budget information by account for the Fiscal Period, Year to Date, and Commitment Type by

Specific FOAPAL/Index values

A Specific Organization

All Organizations

Grant

Fund Type

Account Type

Revenue Accounts.

There are five levels to a Budget Query by Account: Account Detail, Transactions Detail, Document Detail, View the Document, and View Payroll Expense Detail.

Budget status by organization hierarchy

The Budget Status by Organization Hierarchy option allows users to review budget information for organizations:

Hierarchical Structure

Specific Funds, high-level Organizations, Accounts, and Programs

Fund Type

Account Type

Revenue Accounts.

The levels of this type of query include

Organizational Hierarchy

External Account Type (Levels 1 and 2)

Account Detail, Transaction Detail

Document Detail

View the Document.

Budget quick query

The Budget Quick Query mimics the output one sees from Banner Baseline form (FGIBDST). It is used to review budget information by Adjusted Budget, Year to Date, Commitments, and Available Balance by

specific FOAPAL/Index values

a specific organization

all organizations

grant

revenue accounts.

The levels of this type of query do not allow any type of query for: Account Detail, Transaction Detail, Document Detail, or View the Document.

Payroll detail in budget queries

The Payroll Detail in Budget Queries option allows a user to review the payroll labor distribution information by account for the Fiscal year and Fiscal period by

Specific FOAPAL/Index values

A Specific Organization

All Organizations

Grant

Fund Type

Account Type

Revenue Accounts.

Note: For a Payroll Expense Detail query to be successful, a user with Fund Organization query access and Payroll Detail access must enter a value in either the Organization or Grant fields as well as the Fiscal Year, Period, and Chart of Accounts fields. If Grant information is queried, all retrieved information is Grant Inception to Date. Otherwise, all information retrieved is through the Fiscal Year to Date.

Steps

Follow these steps to complete the process.

Click Budget Queries from the Finance Menu to navigate to the Budget Query Page.

Under "Create a New Query," click the drop-down Type menu to view values.

Select Budget Status by Account to view budget information for organizations detailed by account. You may wildcard either or both the organization or account (as well as other values, exc. Chart). This does not work with hierarchical organization or account codes.

Select Budget Status by Organizational Hierarchy to view summarized budget information using actual or hierarchical organization or account codes.

Select Budget Quick Query to view summarized budget information for organizations. This does not work with hierarchical organization or account codes.

Select Payroll Expense Detail to view the entire payroll distribution data for the Fiscal year and Fiscal period.

After selecting a query type, click the Create Query icon.

Check the appropriate checkboxes for your query.

Enter a name for your query in the Save Query As field.

Note: Do not use the following non-standard characters in your query name. They are the semicolon (;), slash (/), ampersand (&), at sign (@), and question mark (?).

Check the Shared checkbox.

Click the Continue button.

Enter the appropriate parameters for your query.

Note: You must choose either a valid organization or a valid grant and chart of accounts to retrieve any data.

Save Query as ________________ to save the entire query for reuse.

Check the Shared checkbox.

Click the Submit Query button.

The page will refresh and display the results of your query, along with the parameters that were selected.

Click the View Pending Documents button if pending documents exist.

The page will refresh and display the Status of Transactions in Process page.

Performing an Encumbrance Query

Introduction

The Encumbrance Query feature of Finance Self-Service allows users to review outstanding Encumbrance information, as they would use the online forms -- Organizational Encumbrance List (FGIOENC) or Detail Encumbrance Activity (FGIENCD).

Users may enter any FOAPAL values to narrow their selection. They must populate the Organization or Grant fields to submit a query, though wildcards are permitted in these fields. Remember that access is controlled by Fund/Organization security.

Encumbrance summary report

Once the parameters are selected for a particular query and submitted, the Encumbrance query brings back information on the related encumbrances by account. The report displays the following information: Fiscal period, Chart of Accounts, FOAPAL elements, Account, Document Code, Description, Encumbrance information and amounts, Percentage used, and totals.

Document Accounting Distributions screen

The following information is displayed on the Document Accounting Distributions page:

Fiscal period

Chart of Accounts

Document number, date and code

Transaction description

Rule class

Encumbrance information and amounts

Item and sequence numbers

FOAPAL.

Steps

Follow these steps to complete the process.

Click on Encumbrance Query from the Finance Menu to navigate to the Encumbrance Query Page.

Enter appropriate parameters or retrieve an existing query.

Click the Submit Query button.

Creating a Requisition

Introduction

The Finance Self-Service Requisition form interfaces with the Banner Requisition Form (FPAREQN) and its tables. Once a completed document is run through posting successfully, it can be queried in Banner using any of the standard Banner query forms such as the Document History Form (FOIDOCH), Requisition Query Form (FPIREQN), and the Organizational Budget Status Form (FGIBDST).

The web version of Banner Finance’s requisition is data entry only. Once the documents are created on the web, the procurement process continues only in Banner.

In Banner Finance Self-Service 8.4 and beyond, you can save a document or leave it “In Process” in the middle of data entry. You can use the Search feature at the top of the web page to find an incomplete or returned requisition.

A web requisition will successfully process only under the following conditions.

The base currency that is established on the Installation Control Form (GUAINST) is the only currency that can be used. All other currencies will be disregarded.

Document level accounting is the only expense distribution option.

Fund/Organization and/or Rule Class security access is in place.

Available budget must be present to complete and post a transaction. There is no NSF override.

Steps

Follow these steps to complete the procedure.

From the Finance Menu, click on Requisition to navigate to the Requisition Page.

Enter appropriate values in the fields, or retrieve an existing template.

You do not have an option for additional commodity text. Use the Commodity Description field for this purpose.

When all relevant fields have been completed, click the Complete button.

Creating a Purchase Order

Introduction

The Finance Self-Service Purchase Order form interfaces with the Banner Purchase Order Form (FPAPURR) and its tables. Once a completed web document is run through posting successfully, it can be queried in Banner using any of the standard Banner query forms such as the Document History Form (FOIDOCH), Purchase/Blanket/Change Order Query Form (FPIPURR), Organization Budget Status Form (FGIBDST), etc...

The Finance Self-Service purchase order is data entry only. Once the documents are created on the Web, the procurement process continues only in Banner.

You cannot “convert” a Requisition into a Purchase Order via the Web. Purchase Orders created through the Web will not be linked to outstanding Requisitions. If these Purchase Orders relate to outstanding Requisitions, those Requisitions will have to be manually liquidated.

In Banner Finance Self-Service 8.4 and beyond, you can save a document or leave it “In Process” in the middle of data entry. You can use the Search feature at the top of the web page to find an incomplete or returned requisition.

Purchase orders on the Web can only be of type regular and will not be sent using Electronic Data Interchange (EDI).

Successful web purchase order

A Web purchase order is successfully processed only under the following conditions.

The base currency in effect for Web purposes will be the one established on the Installation Control Form (GUAINST). All other currencies will be disregarded.

Document level accounting is the only expense distribution option.

Fund/Organization and/or Rule Class security access is in place.

Available budget must be present to complete and post a transaction. There is no NSF override.

Steps

Follow these steps to complete the procedure.

From the Finance Menu, click on Purchase Order to navigate to the Purchase Order Page.

Enter appropriate values in the fields, or retrieve an existing template.

Continue to scroll through the page and enter fields as needed.

When all relevant fields have been completed, click the Complete button.

Approving Documents

Introduction

The Finance Self-Service Approve Documents Form allows a user to approve or disapprove a document (requisition, purchase order, invoice, journal voucher, or encumbrance) on the Web, just as they might online using the FOAUAPP form.

You can submit a document query by

user ID

document number

documents for which you are the next approver

all documents which you may approve.

Steps

Follow these steps to complete the process.

From the Finance Menu, click on Approve Documents to navigate to the Document Page.

Enter appropriate parameters.

Click the Submit Query button.

Select the document you would like to approve by clicking the Approve link.

Click the Approve Document button.

Click the Finance tab at the top of the page to return to the main menu.

Viewing Documents

Introduction

The Finance Self-Service View Document Form allows a user to view detail information about a document (requisition, purchase order, invoice, journal voucher, encumbrance, or direct cash receipt). You also have the option to display commodity text for purchase orders, requisitions, and invoices. It functions similarly to the online Document Retrieval Form, FGIDOCR.

This option is not restricted to documents created on the Web. Any existing Banner document may be retrieved and viewed by this means.

You can submit a document query by

document type

document number

submission number

change sequence number.

Displaying Commodity Text

There are two kinds of text that can be associated with a commodity item on the Requisition and Purchase Order: item text and commodity text. Each type of text can be viewed online only and/or printed on the document, depending on the radio button you select on the View Document page.

Item Text is ad hoc text that is entered by the end user for any given item, which can be used with or without a commodity code. The text is only stored for that item in that specific document, much like document level or header text. Item text can be associated with a commodity item on requisitions and purchase orders.

Commodity Text is standard wording that is appended to a commodity code description, which is maintained along with the other commodity code data on the Commodity Maintenance Form (FTMCOMM). Commodity Text can be associated with a commodity item on requisitions and purchase orders. Viewing commodity text is not currently an option on the Invoice/Credit Memo Query Form (FAIINVE); however, you can now view commodity text for an invoice on the View Document page.

Steps

Follow these steps to complete the process.

Click on View Document from the Finance Menu to navigate to the Document Page.

Enter a document number in the Document Number field.

Note: You can enter a document number from an external system, such as an e-procurement system, in the Reference Number field.

Click the View Document button to view that document.

Click the Approval History icon to view the document's properties.

If you wish to browse through documents of a specific type, select it in the Choose Type field and click the Document Number button to navigate to the Document Lookup field.

Enter the desired search terms in the fields, and click the Execute Query button to generate a list of all matching documents. At least one of the starred fields is required to execute a query.

Click a Document Number to select and view the document, click the Exit without Value to return to the View Document page, or click the Another Query icon to return to a (blank) Document Lookup page.

Performing a Budget Transfer

Introduction

The Finance Self-Service Budget Transfer Form allows a user to process Budget Adjustment Journal Vouchers on the Web. This process is similar to the online processing of budget transfers using the Journal Voucher Quick Form (FGAJVCQ). This form enables the Web user to transfer budget from one FOAPAL to another. The form does not allow completion of documents using rule classes that are not self-balancing.

A budget transfer requires

fund/organization security

rule class security

available budget

must be within same chart.

Steps

Follow these steps to complete the process.

Click on Budget Transfer from the Finance menu to navigate to the Budget Transfer Page.

Enter appropriate parameters, or retrieve an existing template by selecting it from the Use Template drop-down menu and clicking the Retrieve button.

Click the Complete button to execute your budget transfer.

Performing a Multiple Line Budget Transfer

Introduction

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 for different charts. The fields on these forms are identical.

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.

The rule classes that we provide for the budget transfers are BD01, BD02, and BD04. These are hard-coded in the form. BD01 is for permanent budget, BD02 for budget adjustments, and BD04 for temporary budget. Discuss the appropriate use of these designations with your budget personnel.

This form is not meant to allow completion of documents using rule classes that are not self-balancing.

Note: Additional rules can be designed to accommodate special needs. Contact SunGard Higher Education for more details.

Steps

Follow these steps to complete the process.

Click on Multiple Line Budget Transfer from the Finance menu to navigate to the Multiple Line Budget Transfer Page.

Enter appropriate parameters, or retrieve an existing template by selecting it from the Use Template drop-down menu and clicking the Retrieve button.

Click the Complete button to execute your budget transfer.

Adding/Changing Rule Codes for Budget Transfers

Introduction

Rules codes that are used in Self Service are controlled by the entries on FTMSDAT in INB Banner. Follow these steps to add Budget Rule Codes to be available for a Self Service Budget Transfer.

Banner form

Steps – Procedure 1

Follow these steps to add a rule code

Access the System Data Maintenance form (FTMSDAT).

Perform an Enter Query function.

Enter WEBXFER in the Entity Code field

Perform an Execute Query function.

Note: if no entries are returned, perform a cancel query (‘Cntl Q) and enter the record as shown below, and perform a save (F10). To add another record, return to step 1

Using the Down Arrows Key, scroll through the records that are returned stopping at the last record.

Perform a record insert function.

Perform a record duplicate function.

Increment the attribute code by +1, and change the Data field to the rule code that you wish to be available.

Click the Save icon.

Repeat steps 2-9 to add additional rule code

Steps – Procedure 2

Follow these steps to change an existing rule code

Access the System Data Maintenance form (FTMSDAT).

Perform an Enter Query function.

Enter WEBXFER in the Entity Code field

Perform an Execute Query function.

Scroll to entry you wish to change

Perform an Insert Record function.

Perform a Record Duplicate function.

Change the Rule Code in the Data Field, if you wish to change it, or enter a termination date if you wish it to be no longer used

Enter today’s date or a date in the future in the Effective Date field.

Click the Save icon.

Delete Finance Template

Introduction

Delete Finance Template is an option on the Finance Menu that enables a user to delete templates or queries. This can be helpful when a template is renamed and the original needs to be deleted. The ability to delete templates depends on the privileges associated with your user ID.

If you are Finance User assigned the Finance Data Tailor Role, you can delete both your own and others’ templates or queries, both shared and personal.

If you are a Finance User not assigned the Finance Data Tailor Role, you can delete only your own, personal templates or queries.

Steps

Follow these steps to complete the process.

Click on Delete Finance Template from the Finance menu to navigate to the Delete Finance Template.

Enter in the Template/Query Name and Template/Query Type.

Check the Delete checkbox of the items to be deleted

Click the Delete Button.

Self Check

Directions

Use the knowledge you have gained from this training workbook to complete the self check activity below.

Question 1

What are the types of queries that can be saved as templates?

Question 2

Can budget queries be downloaded?

Question 3

You can save an in-progress requisition or purchase order in Banner Finance Self-Service 8.4.

Question 4

Name the only type of purchase order that can be entered on the Web.

Question 5

How can you customize your Budget query forms?

Answer Key for Self Check

Question 1

What are the types of queries that can be saved as templates?

Budget Query by Account

Budget Query by Organizational Hierarchy

Budget Quick Query

Question 2

Can budget queries be downloaded?

Yes

Question 3

You can save an in-progress requisition or purchase order in Banner Finance Self-Service 8.4.

True.

Question 4

Name the only type of purchase order that can be entered on the Web.

Purchase orders on the Web can only be of type regular and will not be sent using Electronic Data Interchange (EDI).

Question 5

How can you customize your Budget query forms?

By saving queries as templates.

Appendix

Forms Job Aid

Form	Full Name	Use this Form to...
FOMPROF	User Profile Maintenance Form	establish access to self-service for a user profile.
FTMOBUD	Operating Budget Maintenance Form	create and maintain a budget ID and phases.
GOAEAACC	Enterprise Access Controls Form	see the connection of the user log on and the individual entity’s ID.
GOATPAD	Third Party Access Audit	establishes a PIN passcode for a user.