Transcription
Banner Admin – Research AccountingTopics Covered Search for Grants using your Organization Number Find the Fund associated with a Grant Search for Grants by Principal Investigator ID View the Grant-Fund balance See transaction detail by account
Find a grant using your organization number. In the “Go To” field, Type FRIORGH. Press Enter.Go FieldUsing the Menu options, click: SCT Banner? Financial? Research Accounting? ResearchAccounting Grants? Grant Inquiry? Grant Organization Inquiry (FRIORGH)Grant Organization Inquiry
Type your organization number in the Organization field. Click on the Next Block button (Ctrl-PgDn).Next BlockOrganization fieldScroll to the grant number you wish to see, then select Options? Grant Information.Grant Information, FRAGRNT
Click on Next Block button (Ctrl-PgDn) to view the grant information.In order to view the Fund associated with the grant, click Options? Fund Information.Fund Information, FTMFUND
On the FTMFUND form, select Query? Enter (F7). Then Enter “A” within the Chart of Accounts field,the grant number within the Grant field, then select Query? Execute (F8).Query Enter,Query ExecuteChart of Accounts,must be “A”Grant NumberAt this point, the associated Fund is revealed.Fund Number
Find a grant by Principal Investigator (PI), in the “Go To” field, Type FRIPSTG. Press Enter.Using the Menu options, click: SCT Banner? Financial? Research Accounting? ResearchAccounting Grants? Grant Inquiry? Grant Personnel Inquiry (FRIPSTG).Grant Personnel InquiryClicking on arrow will reveal Entity/Name Search Form.Enter ID, or click on arrow
From the search form, select Query? Execute (F8) to reveal all grant personnel; or
Type in the last name or portion of the last name with a wildcard (%), then select Query? Execute (F8)From here, select the person by double clicking in the ID Number field which pulls that individual’s IDinto the Grant Personnel Inquiry Form (FRIPSTG).Double-click on ID number
Clicking on the Next Block button (Ctrl-PgDn) reveals all grants where that person is listed as thePrincipal Investigator.Next-BlockTotal C/G Awarded
FRIGITDTo view a Grant-Fund balance, type FRIGITD in the Go To field on the main menu.Grant Inception to Date, FRIGITDEnter the grant number into the Grant field, and click the Next Block button (Ctrl-PgDn)Next BlockEnter date range. If leftblank, will default to GrantInception to Date.
FRIGITD shows a summary of activity organized by Account code. To see the Account detail, clickOptions? Grant Detail Information [FRIGTRD]Grant Detail Information,FRIGTRDAvailable BalanceActivityAccount CodeAdjusted BudgetThe transactions associated with a particular account code will be listed. To see the detail of any listeddocument, click Options? Query Document [By Type].Document InquiryForm (FGIDOCR)Moving the barallows user toview additionalinformation
FGIDOCR displays detailed transaction information, which includes the document number, type,amount, and FOAP.Debit and CreditFOAPs
Using the Menu options, click: SCT Banner? Financial? Research Accounting? Research Accounting Grants? Grant Inquiry? Grant Personnel Inquiry (FRIPSTG). Grant Personnel Inquiry . Clicking on arrow will re
