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) 372-6592masmith@tntech.eduhttp://www.tntech.edu/

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Matt SmithSystems Support SpecialistTTU Business Office(931) 372-6592masmith@tntech.eduhttp://www.tntech.edu/

bannerresource/home/