3CBG4/5/2005

Banner tips and tricks

Brian Nolan

Viewing the Entire Field

Control-E will display full title

To enable extract, set to “Data Block Only” on GUAOBJS

Data Extract to Excel

Under “Help” select “Extract Data No Key”

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

Excel Download

• Quick format:– Control-A to select entire spreadsheet– Format

• Column–Auto-fit Selection

Excel Download

• Save as .xls format to save formatting

• Open in MS Excel

• Open in MS Access

Expert Query

Enter a colon : in a field

To sort a column order by :

To sort in descending order order by : desc

Query is now sorted by name in ascending order

Now let’s select a date range

Colon is in the cashier date field

Only transactions between May 12 and 17 are displayed

. . . a little fancier . . .

Now it is sorted by date

A little fancier: query on two columns

Tips on entering dates

• Banner assumes current year and current month:

11092004 = 09-NOV-20041109 = 09-NOV-200509 = 09-APR-2005

• Any letter in any date field means current date:

X = 05-APR-2005

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].

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

Tips on Year End

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”

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”

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?

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

July/August timing

- Run FGRBDRL- Wait as long as possible!- Grant implications

- Don’t run FGRCLOP- ever!

- Any other suggestions or “lessons learned”?

Any other:

clever ideas?

shortcuts?

pearls of wisdom?

Questions?