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Tennessee Technological University Banner Finance Navigation Training. Before Class Begins. In front of the classroom Sign Attendance Sheet Pick up an “Additional Information Sheet” If you did not bring your training workbook please pick one up. PC Lab Login. Login Credentials - PowerPoint PPT Presentation
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Tennessee Technological University
Banner Finance Navigation Training
Tennessee Technological University
Banner Finance Navigation Training
Before Class BeginsBefore Class Begins
In front of the classroomSign Attendance SheetPick up an “Additional Information
Sheet”If you did not bring your training
workbook please pick one up
In front of the classroomSign Attendance SheetPick up an “Additional Information
Sheet”If you did not bring your training
workbook please pick one up
PC Lab LoginPC Lab Login
Login Credentials Username: CH319-## (Example: CH319-19) – lower case Password: No Password or Username
This information can be found on your computer tower located next to you on the white sticker If you are on the right side of the room the computer tower is on your rightIf you are on the left side of the room the computer tower is on your left
Login Credentials Username: CH319-## (Example: CH319-19) – lower case Password: No Password or Username
This information can be found on your computer tower located next to you on the white sticker If you are on the right side of the room the computer tower is on your rightIf you are on the left side of the room the computer tower is on your left
Information You Need To Know
Information You Need To Know
Banner Login Credentials Username: TTUDEPT Password: ?
Banner Login Credentials Username: TTUDEPT Password: ?Banner Information: URL: http://ttucat.tntech.edu:9090 Database Instance: TEST
Banner Information: URL: http://ttucat.tntech.edu:9090 Database Instance: TEST Demonstration Account Information: COAS Code: T – Tennessee Technological University Chart Index: 262001 – Business Office FOP (Grant Index - 531241) Fund: 110001 – Undesignated E & G (Grant Fund – 222028, Grant Code –
0304G0067) Organization – 200001 – Business Office Account: 73110 – Individual Instate Program: 450 – Institutional Support
Demonstration Account Information: COAS Code: T – Tennessee Technological University Chart Index: 262001 – Business Office FOP (Grant Index - 531241) Fund: 110001 – Undesignated E & G (Grant Fund – 222028, Grant Code –
0304G0067) Organization – 200001 – Business Office Account: 73110 – Individual Instate Program: 450 – Institutional Support
TTU Account StructureTTU Account Structure
TTU Account Element
Number of
Characters
Description
COAS 1 T (TTU) or F (Foundation)
Index Code 6 Equals Fund, Org, Program and Activity
Fund Code 6 Pool of Money
Organization Code 6 Who am I?
Program Code 3 Service Classification
Activity Code 5 Match Grant Accounts Only
Account Code 5 Where did I spend or make moneyAnalogy: The fund, organization, program, and possibly the activity all put together are like a bank account. The account code acts like your checkbook register.
Data BlocksData Blocks
Key Block **Special – Only One Per Form**
Data Block #1
Data Block #2
Data Block #3
Data Block #4
Nex
t Blo
ck
Rollback
Finance Form ConceptsFinance Form Concepts
TTU Accounts
Your Account
Filtered Info
Detail Records
Concept # 1 Key Block
Concept # 2 Query
Concept # 3 Detail Records
Budget PoolsBudget Pools Is an account code where budget money is
given but not spent. Adopted Budget – Original Allocated Amount Budget Adjustment – Temporary and Permanent
The only budget pool where money is both given and spend is “Type 61 - Salary” account codes.
List of Budget Pools All 61% Account Codes – Salaries Budget Pools/Accounts 62000 – Employee Benefits Budget Pool 73000 – Travel Budget Pool 74000 – Operating Expense Budget Pool 75100 – Utilities and Fuel Budget Pool 75300 – Allocated Charges Budget Pool 75400 – Department Revenues Budget Pool 78000 – Capital Expense Budget Pool 79000 – Scholarships and Fellowships Budget Pool
Is an account code where budget money is given but not spent. Adopted Budget – Original Allocated Amount Budget Adjustment – Temporary and Permanent
The only budget pool where money is both given and spend is “Type 61 - Salary” account codes.
List of Budget Pools All 61% Account Codes – Salaries Budget Pools/Accounts 62000 – Employee Benefits Budget Pool 73000 – Travel Budget Pool 74000 – Operating Expense Budget Pool 75100 – Utilities and Fuel Budget Pool 75300 – Allocated Charges Budget Pool 75400 – Department Revenues Budget Pool 78000 – Capital Expense Budget Pool 79000 – Scholarships and Fellowships Budget Pool
Expenses vs. RevenueExpenses vs. Revenue
FGIBDST (Expenses)
Account Title
Adjusted YTD
Commitments
Available
Budget Activity Balance
73000 Travel Budget Pool 10,000.00 0.00 0.00 10,000.00
73110 Individual Instate Travel 0.00 750.00 150.00 (900.00)
73210 Individual Out of State Travel 0.00 200.00 0.00 (200.00)
73310 Teams and Groups Instate 0.00 2,500.00 2,000.00 (4,500.00)
73410 Teams and Groups Out of State 0.00 0.00 1,500.00 (1,500.00)
Net Total 10,000.00 (3,450.00) (3,650.00) 2,900.00
Expenses vs. RevenueExpenses vs. Revenue
FGIBDST (Revenue)
Account Title
Adjusted YTD
Commitments
Available
Budget Activity Balance
51000 Ticket Revenue Budget Pool (10,000.00) 0.00 0.00 (10,000.00)
51110 Football Game Ticket Sales 0.00 750.00 150.00 900.00
51120 Basketball Game Ticket Sales 0.00 200.00 0.00 200.00
51310 Baseball Game Ticket Sales 0.00 2,500.00 2,000.00 4,500.00
51410 Backdoor Playhouse Ticket Sales 0.00 0.00 1,500.00 1,500.00
Net Total (10,000.00) 3,450.00 3,650.00 (2,900.00)
Wild Card CharactersWild Card Characters
Two wild card characters can be used in banner % _
Always look for the lowest common denominator with your criteria74000 All of these account codes
start74320 with a “74”!7452074530
Two wild card characters can be used in banner % _
Always look for the lowest common denominator with your criteria74000 All of these account codes
start74320 with a “74”!7452074530
Wild Card Characters (Cont)
Wild Card Characters (Cont)
% - Any number of characters are wild and is dependent on the field lengthExamples with 5 Digit Account Codes
74% - all account codes that start with “74” and remaining 3 characters are wild
%74 – account codes where first three characters are wild and it must end with “74”
7%4 – account codes that start with “7” the middle three characters are wild and it ends with “4”
% - Any number of characters are wild and is dependent on the field lengthExamples with 5 Digit Account Codes
74% - all account codes that start with “74” and remaining 3 characters are wild
%74 – account codes where first three characters are wild and it must end with “74”
7%4 – account codes that start with “7” the middle three characters are wild and it ends with “4”
Wild Card Characters (Cont)
Wild Card Characters (Cont)
_ - One character is wildExamples with 5 Digit Account Codes
74___ = 74% - all account codes that start with “74” and remaining 3 characters are wild
___74 = %74 - account codes where first three characters are wild and it must end with “74”
7___4 = 7%4 - account codes that start with “7” the middle three characters are wild and it ends with “4”
_ - One character is wildExamples with 5 Digit Account Codes
74___ = 74% - all account codes that start with “74” and remaining 3 characters are wild
___74 = %74 - account codes where first three characters are wild and it must end with “74”
7___4 = 7%4 - account codes that start with “7” the middle three characters are wild and it ends with “4”
Contact InformationContact Information
Matt SmithSystems Support SpecialistTTU Business Office(931) [email protected]://www.tntech.edu/
bannerresource/home/
Matt SmithSystems Support SpecialistTTU Business Office(931) [email protected]://www.tntech.edu/
bannerresource/home/