INDEX

A

account codes

accounts, acquiring

activity codes

changing an existing

establishing

making inactive

querying and verifying

terminating

advance payment of vendors

approval history query

approving documents

approving journal vouchers

B

Banner System Menus

FIS Banner, defined

block menu

C

cancelling FPARTRN

change orders

adding a commodity item

changing acctg distributions

changing an existing acct no.

deleting

deleting a commodity item

printing

processing

querying

viewing acctg distributions

COA

commodity level acctg

credit memos

cancelling

creating

guidelines

list

placing and releasing holds

D

data entry methods

data entry standards

deleting change orders

direct payments

invoices

one-time vendors

policy

doc history review FOIDOCH

doc level vs. comm level acctg

E

edit menu

encumbrance report printing

encumbrances for liquidation, selecting

equipment

lease requisitions

lease-purchase requisitions

trade-ins

expenditure queries

expense transfers

general

restricted funds

F

FAAINVD Invoice/Credit Memo Cancel Form

FAAPAYC Payment Control Form

FAIINVL Open Invoice / Credit Memo List Form

FAIVNDH Vendor Detail History Form

FGIBDSR Executive Summary Form

FGIBDST Organization Budget Status Form

FGIBSUM Organization Budget Summary Form

FGIDOCR Document Retrieval Inquiry Form

FGIENCD Detail Encumbrance Activity Form

FGIJSUM Journal Voucher Summary Form

FGIOENC Organizational Encumbrance List Form

FGITRND Detail Transaction Activity Form

FGQDOCP Document Postings Form

file menu

FOAAINP Document Approval Form

FOAPAL codes described

FOAPOXT Procurement Text Entry Form

FOATEXT General Text Entry Form

FOAUAPP User Approval Form

FOIAINP Approvals Notification Form

FOIAPHT Approval History Form

FOIAPPH Document Approval History Form

FOIDOCH Document History Form

FOQADDR Address Information Query

FOQJVCD Journal Voucher Approval Form

FOQINVA Invoice Approval Form

FOQRACT Requisition Approval Form

form naming conventions

form parts, Banner

FPACDEL Change Order Cancel Form

FPACHAR Change Order Form

FPACORD Change Order Form Print

FPAPDEL Purchase/Blanket Order Cancel Form

FPAPOAS Purchase Order Assignment Form

FPAPORD Process Submission Control Form

FPAPURR Purchase Order Form

FPARCVD Receiving Goods Form

FPARDEL Requisition Cancel Form

FPAREQN Requisition Form

FPARTRN Returned Goods/Receiving Adjustment Form

FPCRCVP Receiving Goods PO Item Selection Form

FPIOPOF Open Purchase Orders by FOAPAL Form

FPIOPOV Open Purchase Orders by Vendor Form

FPIPURR Purchase/Blanket/Change Order Query Form

FPIRCVD Receiving Goods Query Form

FPQCHAP Purchase Order Item Selection Form

FRIGITD Grant Inception to Date Form

FRMFUND Research Acctg. Fund Maintenance Program

FTIIDEN Entity Name/ID Search Form

FTMACTV Activity Code Maintenance Form

FTMFUND Fund Code Maintenance Form

fund codes

FYAHZMT Hazardous Materials Data Entry Form

FYAINVE Invoice/Credit Memo Form

FYIHZMT Hazardous Materials Query Form

FZAJVCD UCSC Journal Voucher Entry Form

FZAJVEL Encumbrance Liquidation Entry Form

FZAJVEL Encumbrance Liquidation Transaction Detail

FZIJVCD List of Suspended Journal Vouchers Form

FZIJVCD Screenshot of List of Suspended JV

FZRPOEL Printing Open Encumbrance Reports

G

general ledger

GRAR

GRIC

grant budget & expenditure query

GRIC and GRAR example

GRIR

GRRV

GRRV and GRIR example

GUAMESG General Message Form

GUAPSWD Password Change

H

hazardous materials

account codes

changing on a PO

checking POs

deleting a record

purchasing

querying

help menu

help - who to call

help within Banner

I

installment purchases

inventorial equipment, identifying

Inventorial Items, receiving

invoices

cancelling

list

placing and releasing holds

J

journal vouchers

approving

completion

copying

creating

locating incomplete JVs

printing

retrieval

rule codes

summary

K

keystrokes table

alphabetical

function

L

lease requisitions, equipment

leased equipment retirement and removal

lease-purchase requisitions equipment

liquidation’s effects on POs

log on and off, how to

M

menu bar navigation

messaging in Banner

N

navigation in Banner

O

open encumbrance report printing

open invoice/credit memo list

operating ledger

org codes

P

password, changing

PO enc. liquidation JVs, creating

printing a change order FPACORD

printing journal vouchers FZRPTJV

printing open encumbrance reports FZRPOEL

program codes

purchase order

assigning to buyer

assignment

changing vendor when cmplt

copying

creation

deleting

discount processing

printer example

locating open

printing FPAPORD

Q

query menu

query techniques

querying approval history

querying change orders

R

receivers

receiving goods

record menu

requisitions

copying

creating for invent. equip.

creating, comm level acctg

creating, doc level acctg

deleting

returning goods

rule codes

rule codes for JVs

S

setting up your workstation

standards for data entry

standing order unit blanket POs

status line, described

T

text entry

title bar, described

TOE/TOF quick ref cheat sheet

U

unit blanket purchase orders

V

vendor database info

vendors

advance payment

W

wildcards

 

X

XDCG contract and grants budget xfers

XDCG contract and grants & special state budget transfers

XECG contract & grants transfers

XEPT TOE construction in progress/plant fund

XEQT TOE inventorial equip

XJVB balance sheet account transfers

XPRA allowable payroll adjustment

XTOE general transfer of expense

account code summary transfer example

activity code summary transfer example

high numerical/small individual exp. dist. ex.

line item transfer example

XTOF general transfer of funds