Transcript Document

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
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
1109
09
= 09-NOV-2004
= 09-NOV-2005
= 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-ofbusiness 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?