GRANTS & CONTRACTS BANNER FINANCE QUERIES
If you do not know if you have Banner Finance access (this is different than BannerWeb Finance), you will need to go to the Oracle password
utility at www.miamioh.edu/oraclepassword. Select “I would like to change my Oracle password .” If you have Banner Finance access you will
see an “Instance” dropdown box. Choose PROD and submit. You do not need to know your current default password in order to make the
change – it only prompts you for what you want your new password to be.
If you currently do not have Banner Finance access (this is different than BannerWeb Finance) you will need to request Banner Finance
access by having your supervisor, department chair or program director email Patricia Makaroff, General Accounting Business and Systems
Analyst ([email protected]) to request access for you. The email must contain your full name and unique ID.
Once you have successfully gotten Banner Finance access, you can login to Banner Finance at the website listed below and choose the
PROD option.
https://miamioh.teamdynamix.com/TDClient/KB/ArticleDet?ID=6632
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Commonly Used Screens for Grants & Contracts
 FRIGITD: Grant Inception to Date
Use this screen to view budget, actual expenses, encumbrances, and available balance of your accounts.
 FRIGTRD: Grant Transaction Detail Form
Within the FRIGITD screen, you can use this form to see the details of specific expense accounts.
 FGITBSR: Trial Balance Summary Form
Use this screen to view the fund balance and all balance sheet accounts.
 FGIGLAC: General Ledger Activity Form
Within the FGITBSR screen, you can use this form to see the details of specific balance sheet accounts.
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FRIGITD – For Budget, Actual Expenses, Encumbrances, Available Balance
1. Log into Banner Prod
2. Type FRIGITD in the Go To box and press enter
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2. Enter the following:
a. Chart – Always use C
b. Grant – Use your grant number which starts with a 4XXXXX
c. Grant Year – Leave blank
d. Index – Leave blank
e. Fund – Use your grant number starting with a 4XXXXX or your cost share number beginning with either a 0XXXXX or 1XXXXXX
f. Organization – Pre-populates but you will want to remove the org code
g. Program – Pre-populates but you will want to remove the program code
h. Date From and Date to – Pre-populates but can be overridden for date range specified
i. All other fields can remain blank (Activity, Location, etc.)
3. Press Ctrl & Page down keys simultaneously or click on next block icon. Press Page Down until the end is reached to give true totals.
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4. The columns represent the following:
a. Adjusted Budget – Budget entered by Grants & Contracts per approved budget(s).
b. Activity –Expenses posted to date
c. Commitments - Encumbrances
d. Available Balance – Budget less Activity less Commitments
FRIGTRD– For Detailed Transaction Activity (within FRIGITD)
1. Highlight item to query by clicking in the field or column.
2. Press F4 key to see line item detail.
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3. Click on the X (icon) at the top right side to return to the previous screen or press F3 then Ctrl and Page Down simultaneously to view more details
of the transaction. When you are finished, continue to click on the x (icon) until you are back to the original screen.
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FGITBSR – To see Fund Balance
1. Type FGITBSR in the Go Box and press enter
a. COA – Always use C
b. Fiscal Year – Generally use current Fiscal Year
c. Enter Fund – For Grant, use the number that starts with 4XXXXX
2. Press Ctrl and Page Down keys simultaneously or click on next block icon
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3. Shows balance sheet accounts – assets, liabilities, and fund balance (current and prior year)
a. Revenue, expenditure, encumbrance control accounts are totals of actual year to date transactions
b. Current Fund Balance is at the bottom of the screen. If the balance is other than a zero (0), a debit indicates the fund is overdrawn, a credit
indicates a normal fund balance.
FGIGLAC – For Detailed Transaction Activity (within FGITBSR)
1. Place cursor in account column where additional information is desired
2. 2. Hit F3 to access FGIGLAC
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3. Click on the X at the top right side to return to the previous screen.
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Commonly Used Views for Grants & Contracts

Account Summary: All Levels
Use this option to view budget, actual expenses, encumbrances, and available balance in each expense account.
(This option was used in the previous examples)

Account Summary: Level 1 Acct Types
Use this option to view budget, actual expenses, encumbrances, and available balance summarized as Labor and Direct Expenditures.

Account Summary: Level Acct Types
Use this option to view budget, actual expenses, encumbrances, and available balance in summary form.
(i.e. salary, benefits travel, etc.)
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Account Summary: Level 1 Acct Type
1. Log into Banner Prod
2. Type FRIGITD in the Go To box and press enter
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2. Enter the following:
c. Chart – Always use C
d. Grant – Use your grant number which starts with a 4XXXXX
e. Grant Year – Leave blank
f. Index – Leave blank
g. Fund – Use your grant number starting with a 4XXXXX or your cost share number beginning with either a 0XXXXX or 1XXXXXX
h. Organization – Pre-populates but you will want to remove the org code
i. Program – Pre-populates but you will want to remove the program code
j. Date From and Date to – Pre-populates but can be overridden for date range specified
k. Account Summary – Choose Level 1 Acct Type from the dropdown
l. All other fields can remain blank (Activity, Location, etc.)
3. Press Ctrl & Page down keys simultaneously or click on next block icon. Press Page Down until the end is reached to give true totals.
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Account Summary: Level 2 Acct Type
1. Log into Banner Prod
2. Type FRIGITD in the Go To box and press enter
. Enter the following:
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m. Chart – Always use C
n. Grant – Use your grant number which starts with a 4XXXXX
o. Grant Year – Leave blank
p. Index – Leave blank
q. Fund – Use your grant number starting with a 4XXXXX or your cost share number beginning with either a 0XXXXX or 1XXXXXX
r. Organization – Pre-populates but you will want to remove the org code
s. Program – Pre-populates but you will want to remove the program code
t. Date From and Date to – Pre-populates but can be overridden for date range specified
u. Account Summary – Choose Level 2 Acct Type from the dropdown
v. All other fields can remain blank (Activity, Location, etc.)
3. Press Ctrl & Page down keys simultaneously or click on next block icon. Press Page Down until the end is reached to give true totals.
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