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Who may have access to Banner? |
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Ultimately, the department decides who has access and what level of access should be provided. Various levels of access and role-based access, i.e. inquiry only, requisitioner, receiver, etc are available. |
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Is there a list of all the Banner forms with a description? |
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No, the laminated quick card distributed in Finance 101 lists the most commonly used forms and includes a short description. |
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How will I distinguish between a journal entry and a budget revision document if they both begin with a J? |
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You will have to use the Rule Code (reflected in the Type column for the transaction) to distinguish between the journal entries and budget revisions. Rule Codes beginning with B are budget revisions; Rule Codes beginning with a J are journal entries. |
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Should I email the Returned Goods Notice to Purchasing before I contact the vendor and/or shipper? How will I know when I can send the package back? |
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Yes, you should email the form to Purchasing, but do not contact the vendor or shipper. It is the responsibility of the Purchasing Agents to handle this process. Purchasing will make arrangements with Receiving & Stores to pick the package up from the user. |
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Can departments add names to the vendor list? |
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Departments can list a suggested vendor’s name on the on-line Requisition if the vendor doesn’t currently exist in the list. The Accounts Payable department will actually add the vendor name and information to the Banner Finance system after a Request for Taxpayer Information (Substitute W9) form has been completed by the vendor. |
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How can I be certain I’ve completed my requisition properly? |
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Did you click Complete at the end of the process? If not, your requisition is hanging out in Banner space. When you click Complete, a confirmation message like “Document R0500021 completed and forwarded to the Posting Process” will display.
If you’re in doubt, call up the FPAREQN form and fill in the number for the requisition just finished. Now, try Next Block (Ctrl + Page Down). If the requisition is truly completed, the requisition won’t be pulled up and the following message appears “Request is approved – no changes allowed.” This means the requisition has moved on to Purchasing so that it can be turned into a Purchase Order by the Purchasing Agent. |
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How do I change my password on Banner? |
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Passwords in Banner will expire every 33 days. To change your password before you are prompted, type GUAPSWD in the Direct Access box. Fill out the form with your old Banner password, tab through the Database field, enter your new password twice and click OK. The password change is effective immediately. When your password has expired at the end of the 33 day period, you will be prompted to change it. If you have any password problems you should contact the Help Center at 7-3100. |
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I’m trying to find the UNC Charlotte ID # for a faculty member? I queried on FTIIDEN, but I still cannot find the number. |
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When querying for a faculty, staff, or student on FTIIDEN, you have to “uncheck” the box beside Vendors and “check” the box for All. This query will show all general persons that have been entered into Banner that meet your criteria. To determine if the person has been created as an Accounts Payable vendor, look for a “Y” under the “V” column. If the column contains an “N”, you must note this on the paperwork when you send over a Direct Pay or Travel Authorization. If you find duplicate names on FTIIDEN and are unsure which ID # is correct, you can check the address on SOADDRQ. |
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How will I know when a direct pay request has been paid if it is mailed directly to the individual? |
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To find out if the direct pay has been processed, go to form FAIVNDH. Enter the Vendor’s UNC Charlotte ID # into the Vendor field. Click the drop down box to select ALL, CREDIT MEMO, PAID, or OPEN invoices. Control-Page Down to the next block. If ALL or PAID was selected, move the bottom scroll bar to the right to see the check number. |
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The requisition number does not appear until you get to the Commodity/Accounting block. |
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Is there a list of transaction code translations? What does DNEI, PORD, HENC and POLQ mean? |
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In Banner Finance, transactions codes are called Rule Codes. The Rule Codes instruct Banner on how to process a transaction.
- DNEI - Check - Invoice w/ encumbrance
- POLQ – Purchase Order – Request Liquidation
- PORD – Establish Purchase Order
- HENC – Payroll – Salary Encumbrance
To find out more about rule codes, sign up for the FIN110 – Advanced Banner Finance class. |
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I was told that I had access to FRIGTID, but when I enter my grant code and Next Block, I get an error message. What am I doing wrong? |
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To view transactions that are posted to a grant fund on FRIGITD, you must also enter the Orgn Code that is associated with that grant, then Next Block. |
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Is there an easy way to copy a UNC Charlotte ID number from FTIIDEN to the Direct Pay form? |
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Highlight the UNC Charlotte ID number in Banner and press Control+C to copy. To paste it to the Direct Pay, press Control+V. |
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I'm seeing some weird codes on FAIVNDH in the Vendor Invoice field. Can you please decipher? |
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For those payments that aren’t invoices from vendors, Accounts Payable uses some codes to help identify the purpose of the payment.
- DPR = Direct Pay Request
- MP = Mileage & Parking
- TR = Travel Reimbursement
- TA = Travel Advance
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We purchase goods from a lot of foreign companies and have trouble getting them to complete a W-9. Is there another form that they can use? |
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If foreign companies are hesitant to complete a W-9, have them use form W-8 BEN. It is available on the IRS website. |
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I’m new in my department and need to sign up for Banner Finance classes. How do I know what to take and when they are available? |
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Information about the Banner Finance training classes is available on the Banner Training website. Click on Finance under Module Descriptions. To determine which classes are right for you, click What Courses do I Need. To find out when the classes are available, click On-line Registration. |
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Can I download requisitions to keep for the office records? |
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Requisitions cannot be downloaded. The user could do a screenprint for a particular section of the requisition if desired. |
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How can I determine which Purchasing agent my requisition was assigned to? |
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To find the buyer’s name, access form FPIREQN. Control-Page Down (Next Block) to the Commodity/Accounting block. Click Options, then Commodity Supplemental Information. |
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I queried on FOIDOCH today for PO#P0604567. I was really surprised to see PO #P0601234 showing up also. What’s going on!?!? |
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This happens when a Purchasing Agent reuses a PO number. For example, they created PO# P0604567 for Requisition R0609874. There was a problem with the PO before they completed it so they deleted the order. A new PO was created for the same requisition, but with a different number. The next time a requisition came in they used the PO number that had previously been deleted. There is nothing wrong with any of the PO's or Requisitions, but FOIDOCH looks funny because both numbers will show up. This display problem will be resolved with the upgrade to Banner 7. |
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I am trying to get into E-print, but it tells me that my password has expired. How do I change it? |
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If E-print is telling you that your password has expired, this means that your Banner password has also expired. Log on to BANPROD and access form GUAPSWD to change your password. When that is complete, you can log back on to E-print using the new password. |
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I need to pay another department for a service they provided us. Which Banner form do I use, the Journal Entry form or the Interdepartmental Invoice? |
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When a department pays another department for services, it goes on an Interdepartmental Invoice form. The department that is supplying the services should be the department to fill out the Interdepartmental Invoice form, attach the backup and forward it to Accounts Payable. The department that received the services should receive a copy of the invoice from the service provider. Any questions regarding the charge should be directed to the department providing the service. |
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I received an email saying that I had an Incomplete Receiving document, but when I tried to delete it on FPARCVD the only information I saw was my name and the current date. Is this really an incomplete document? |
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Yes, this is really an incomplete document. A blank receiving document is caused when receiving is started on form FPARCVD, but the form is closed before the packing slip information is entered. To delete this document, Next Block (Control-Page Down) to the Receiving Header block and click Record – Remove twice. |
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I have moved to a different department and my Ship-to code still shows the old employees’ name. How can I get it changed? |
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To update a Ship-to address or have a new one created, send an email to purchasing@uncc.edu. |
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I tried to receive a Purchase Order on FPARCVD, but there were no items to be received. What am I doing wrong? |
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Before starting a receiving document, you should query for the PO on FOIDOCH. It may be that the PO already has had receiving entered or didn’t require receiving and has already been paid. FOIDOCH will show you if the check has been written. If you are not sure if receiving is required, querying for the PO on FPIPURR will give you the answer. |
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I entered the incorrect quantity of items when I was receiving on form FPARCVD. Is there an easy way to fix this? |
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When the incorrect quantity has been entered, you have to make an adjustment on form FPARCVD. To do this, create a new receiving document and follow normal receiving procedures until you get the Purchase Order block. Click Adjust Items and continue with normal process.
When you reach the Commodity block, put a negative quantity under the Adjustment column, next block to the Completion block and click Complete. |
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