Common Banner Forms
Banner Process
Banner Forms
Purpose of Form
General
FAAINVD
FOADOCU
FOATEXT
FOIDOCH
Disapprove your own document AFTER it has been approved
Disapprove your own document BEFORE it has been approved
Add text to invoices and journal vouchers
Check document status
Invoices
FAAINVE
FAIINVE
FAIINVL
FGIDOCR
FTICHKS
FAICHKH
Enter direct pay and regular (with PO) invoices and credit memos
Look up invoice information (complete or incomplete)
View list of invoices/credit memos
Check if Banner invoice has posted
Look up by check number
Look up check information
Purchase Orders
FPAPURR
FOAPOXT
FGIDOCR
FPAPDEL
FPIOPOB
FPIOPOF
FPIOPOV
FGIENCD
Prepare purchase order
Add text to purchase orders
Check if Banner PO has posted
Cancel PO that has had no activity
Open POs by buyer
Open POs by FOAPAL
Open POs by vendor
View PO accounting information and balance
Journal Vouchers
FGAJVCD
FGIDOCR
FGIJSUM
FGIJVCD
FGAJVCM
Prepare journal voucher
Look up JV accounting information after it has posted
View JV summary information
View unapproved complete (C) or incomplete (I) JVs
Prepare mass JVs
Grants
FRIGRNT
FRAGRNT
FTMFUND
FRIGITD
FRMFUND
FRIPSTG
FRIORGH
Query on any field (must enter F7 first, then field, then F8)
Look up info using OSU grant # (press "Navigate to" and "Personnel" to find grant accountant)
Find out if more than one PI on grant (F7, in "fund" enter 4 digits of grant # plus "%", F8, arrow down)
Grant Inception to Date budget status (F3 gives you grant information)
Look up F&A rate, shows if cost share is required
Lists all grants for a specific PI
Lists all grants for a specific Org
Encumbrances
FGAENCB
FGIENCB
FGIENCD
FGIOENC
Enter a general encumbrance
Look up general encumbrances
Encumbrance detail- information needed for liquidating encumbrances
Open encumbrances (by Index, Org or Fund)
Vendors
FTIIDEN
FTMVEND
FAIVNDH
FWITXID
FAIVHIS
Look up vendor number
Check if vendor address set up (enter vendor # and press Next Block until you reach the address block)
Vendor history (all payments to vendor by "Payment Due Date")
Vendor by tax ID
Vendor search by dollar amount
Budget Summary
FGIBDST
FGITBSR
FGITBAL
FWITBSR
Look up account activity
Current fund balance
Find beginning balance
Current fund balance by Period
Approvals
FOAUAPP
FOAAINP
FOIAPHT
FOIAPPH
Approve/disapprove documents
Show who still needs to approve a document (if invoice, "Sub Num" must be 0)
Shows who input and approved document
Shows who input and approved document
Common Banner Forms QRC
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Common Banner Forms
Banner Process
Banner Forms
Purpose of Form
Users
FUVPROF
FUVPROF
GUAIDEN
GUAPMNU
GYAUSER
Look up the identity of a usercode
User profile list
Banner ID search for users (press F7, type user ID, F8)
Set up a personal Banner menu
Get information about current user
Index
FTVACCI
FTMACCI
Check name of index code
Look up index information
Fund
FTVFUND
Look up fund
Organization
FTVORGN
Look up organization
Account Code
FTVACCT
FTMACCT
Look for account code
Account code info ("F7", then query on Account or Title field)
Program
FTVPROG
Look up program
Activity Code
FTVACTV
Look up activity code
Miscellaneous Forms
GUAMESG
Retrieve disapproval messages (To delete messages, press Delete Record then "Save" and exit)
NBAPOSN
NBIPINC
NHIDIST
NHIEDST
NYIDIST
NYIJLST
NYIJOBS
PYAREDS
PYICHEK
PYIIDEN
PYILIST
PYIVERI
THIS IS FOR PERSONNEL THAT HAVE HRIS BANNER ACCESS
Look up position information (not employee) such as salary amount and steps
Position history with list of incumbents
Look up salaries for a given period for an index
Look up salary, cashback, OPE for a given period for an employee
Look up salaries for a given period for an index (PgDn, F8)
Look up employee position #, last activity, termination date, ECLS code
Look up employee information (arrow down in 2nd screen under "Personnel Date" to check status)
Payroll form for redistributions, etc.
Paycheck detail for one month for individual
Employee search
Listing of gross pay for individual for each month
Look up employee information, job information, labor distribution (use "Labor Dist." then "View")
Payroll Information
Common Banner Forms QRC
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