Navigating Banner Finance

Arkansas State University-Jonesboro

Internet Native Banner Navigation Guide

Navigating Banner Finance------3 Finance Main Menu------3 Menu Bar Overview------4 Toolbar Overview------6 What is a Banner Form?------7 Form Components------8 Parts of a Form------10 Types of Forms------11 Naming Conventions------15 Accessing Forms------17 Wildcards------21 Banner Shortcuts------22

Revised January 2014 Main Menu

Menu Bar Toolbar

Access a form by typing its name into the ‘Go To’ field. You may also access a form by selecting Object Search from the File Menu.

Hierarchical Tree Menu My Links Structure Canvas

Broadcast Message Canvas

Auto Hint/Status Line

2 Menu Bar Overview

File Menu  Can also be accessed by right-clicking on a blank section of a form  Direct Access – directly access a form  Object Search – access a form or job if you know part of its name, description, or type  Select – Returns user to calling form and enters the selected value into the field that called the form  Rollback – From an Application and Inquiry form, the rollback command clears all information and returns the user to the first enterable field in the Key block; From a Validation form, the rollback command returns the user to the first enterable field on the form; From a Query form, the rollback command returns the user to the first enterable field on the calling form.  Preferences – Displays the Personal Preferences Maintenance form (GUAUPRF), which is used to customize Banner for individual users  RRAAREQ (Applicant requirements) – Displays the last 10 forms a user has accessed during the current Banner session

Edit Menu – enables user to cut, copy, paste, and edit text

Options Menu – varies from form to form; can be accessed by right-clicking on a blank section of a form

Block Menu – enables user to move from one block area to another within a form

Item Menu – enables users to move from one field to another; clear and duplicate data within a form

Record Menu – enables users to work with records within a form

Query Menu – contains the functions used to search for information in the database based on specific criteria

Tools Menu – allows user to access Banner Xtender Solutions and Workflows, which are currently not installed

Help Menu – contains various help tools, image displayer, calculator and calendar  Online Help – displays online information for forms, windows, block and fields

3 Menu Bar Overview, continued  Dynamic Help Query – displays the Dynamic Help Form in Query mode, which is used to display tradition help for these Banner components  Dynamic Help Edit – Displays the Dynamic Help Query Form in Edit Mode, which is used to edit traditional help for each of the Banner components  Help (Item Properties) – Displays the Oracle item properties window for the current field  Show Keys – Displays the list of functions and their equivalent keystrokes available in the environment for the current form, window, or field  List – Displays the List of Value (LOV) for the current field if List of Values appears in the Status Line  Display Error – Displays the code that is in error if an Oracle error occurs  Display ID Image – Displays the image associated with the ID, if available, when the cursor is in an ID field  Calendar – Displays the Calendar  Calculator – Displays the Calculator  Extract Data Key – Extracts Banner data (for the current block), along with Key data, for use in a spreadsheet  Extract No Data Key – Extracts Banner data (for the current block), without Key data, for use in a spreadsheet  Technical Support – Reconnect to database allows the user to reconnect after making changes to Banner preferences  About Banner – Displays the current form name, release number, date, and time

4 Toolbar Overview Set of icons that represent shortcuts for performing common functions

 Save  Rollback  Select  Insert Record  Remove Record  Previous Record  Next Record  Previous Block  Next Block  Enter Query  Execute Query  Cancel Query  View/Send Message  Print  Online Help  Exit

5 What is a Banner Form? A Banner form is an online document where you can enter and look up information in your database. A form visually organizes information so it is easier to enter and read. A Banner form is similar to a paper form, except information is entered once and then used by other forms, reports, and jobs.

Key Block Information Block

Record

6 Form Components

All Banner forms consist of Blocks, Fields, Records, Windows, and Pop-up Boxes.

Block – A section of a form or window that contains related information. If a form or window contains more than one block, each block (except the key block) may be enclosed in a beveled box. Multiple blocks may also be organized as tabs within a form.

Two types of blocks: Key Blocks and Information Blocks

Key Blocks  Where the user begins on a form  Where a unique code is entered such as an ID number, term code, or document number  Lets Banner know what piece of information the user wants to retrieve  The rest of the information on the form refers to the information that was entered in the Key block

Information Blocks  Section that contains related information to what was entered in the Key block  Each Information block may be separated by a line.

Navigation (3 options)  Access the commands on the Block menu  Select Previous and Next Block icons on the Toolbar  Press ‘Ctrl+PgUp’ and ‘Ctrl+PgDn’ on the keyboard

Field – Labeled space within a block. Users can enter query, change and/or display specific information within a field. There is usually more than one field on a form.

Three types of forms: Free-format, List of Values (LOV), and Search Field

Free-format  The user has free access to type information in the field  Information is not previously defined on a validation field

List of Values (LOV)  Information has been previously defined on a validation field  The user may double-click on a LOV field or use the Search icon to view the LOV list

7 8 Form Components, continued

Search Field  The user must click the Search icon to search for the information

Two states in which a field can be presented on a form: Enabled and Disabled.

Enabled  Cursor is allowed in the field  Information in the field is displayed in black text

Disabled  Cursor is not allowed in the field  If information exists in the field, it cannot be changed

Navigation  To navigate to the next field, press the Tab key.  To navigate to the previous field, press the ‘Shft+Tab’ key

Record – A group of fields that make up a logical unit. There may be more than one record in a block. Examples of a person record include ID, Last Name, First Name, Middle Name, Birth Date, etc. The record counter in the status line displays the number of records viewed and the number of total records. A question mark in the status line indicates that there are more records to view, but the system cannot identify the total number.

Navigation (4 options)  Use the scrollbar on the right of the block  Access the commands on the Record menu  Select the Next Record or Previous Record icons on the toolbar  Press the ‘Up’ and ‘Down’ arrows on the keyboard

Pop-up Box – A window which appears on the screen for a specific purpose. All pop-up boxes require action before continuation of the form.

Two types of Pop-up Boxes: Dialog Box and Alert Box

 Dialog Box – appears when the user must choose from two or more responses (Yes/No Question)

 Alert Box – notifies the user of a condition that may impact data (a warning)

9 Parts of a Form Title Bar

Checkbox Radio Button

Search Icon

Pull-down List n List

Title Bar Displays the form’s descriptive name, the seven-character ID name, the software version number and the database name. Search Icon Displays the set-up form that contains the pre- entered data to select from. Pull-down List Used to select a field value from a list of pre- defined values. A down arrow in the right side of the field indicates that the field has a pull- down list. Tabs Tabs are used to arrange information in a meaningful way, and allow user-friendly navigation between groups or blocks of information. Radio Button Used to select one of several options. Only one radio button can be selected at a time. Checkbox Used to enable or disable features or options.

10 Types of Forms

Application – Used to enter, update, and query information in Banner. This is the most common type of form.

Example – Requisition Form (FPAREQN)

11 Types of Forms, continued

Inquiry – Used to look up existing information, often returning information to the calling form. You can access an inquiry form from the main menu, from another form, with Direct Access, or with Object Search.

Example: Requisition Inquiry (FPIREQN)

Validation – Used to define the values that can be entered in specific fields on application validation, or rule forms. These values make up a field’s List of Values (LOV).

Example: Ship-to Codes (FTVSHIP)

List of Values, continued Banner uses LOVs to validate many fields. When the cursor is in a field that must be validated, List of Values appears in the status line, indicating that the entry must come from the LOV. Use the Search Icon to display the LOV. If you try to enter a value that isn’t in the LOV, an auto hint message appears.

14 Naming Conventions

Every form has an abbreviated 7-character form name.

Position 1 - identifies the system owning the form, report, process or table. A Advancement B Property Tax C Courts D Cash Drawer F Finance G General K Work Management L Occupational Tax and License N Position Control O Customer Contact P Payroll Q Electronic Work Queue R Financial Aid S Student (shared) T Accounts Receivable U Utilities V Voice Response X Records Indexing W, Y, Z Reserved for Client Applications

Position 2 - identifies the application module owning the form, report, process or table, which is unique to the system identified in Position 1. A Accounts Payable B Budget Development C Cost Accounting E Electronic Data Interchange F Fixed Assets G General Ledger I Investment Management N Endowment Management O Operations P Purchasing/Procurement R Research Accounting S Stores Inventory T Validation form/table U Utility V Reserved-Canadian Solution Center X Archive/Purge

15 Naming Conventions, continued

Position 3 - identifies the type form, report, process or table. The codes in Position 3 are the same for all systems. A Application B Base Table I Inquiry P Process Rule Table, Repeating Table, Report or R Process V Validation M Maintenance

Positions 4, 5, 6, and 7 - identifies a unique four-character code for the form, report, process or table. The following are some examples of four-character names: ***IDEN Identification ***PINC Position Incumbent ***STDN Student Relation ***PERS Person

16 Accessing Forms The following is used to access a form: 1. Hierarchical Tree Structure 2. ‘Go To’ Field from Main Menu 3. ‘Go To’ Field accessed by the F5 function on the keyboard 4. Options Menu from within a form 5. List of forms accessed during current session stored in the File Menu 6. Direct Access (GUAPARM) 7. Site Map

Hierarchical Tree Structure

‘ Go To’ Field from Main Menu

Access a form by typing its name into the ‘Go To’ field. You may also access a form by selecting Object Search from the File Menu.

17 Accessing Forms, continued

F5 Function Key to access ‘Go To’ Field

Options Menu from within a Form

List of forms accessed during current session stored in the File Menu

Direct Access

Site Map

20 Appendix D: Wild Cards

 A special character that represents one or more other characters

 % (Percent sign) represents any number of characters

 _ (Underscore sign) represents one occurrence of a character

Examples:

Desired Result Criteria All entries beginning with ‘St’ St% All entries ending with ‘ver’ %ver All entries containing ‘Van’ %Van% All entries containing an unknown %_Van% character, then ‘Van’

21 Appendix E: Banner 7 Keystrokes, Icons, and Menus

Function Keystroke Icon Drop-down Menu FORM Clear Form/Rollback Shift + F7 File; Rollback (Alt+F; R) BLOCK Next Block Ctrl + Page Down Block; Next (Alt+B; N) Previous Block Ctrl + Page Up Block ;Previous (Alt+B; P) FIELD/ITEM Clear Item/Field Ctrl + U Item; Clear (Alt+I; C) Duplicate Item/Field F3 Item; Duplicate (Alt+I; D) Next Item/Field Tab or Enter Item; Next (Alt+I; N) Previous Item/Field Shift + Tab Item; Previous (Alt+I; P) Delete Backward Backspace Delete Character Delete RECORD Clear Record Shift + F4 Record; Clear (Alt+R; C) Delete/Remove Record Shift + F6 Record; Remove (Alt+R; R) Duplicate Record F4 Record; Duplicate (Alt+R; D)

Insert Record F6 Record; Insert (Alt+R; I) Next Record Down Arrow Record; Next (Alt+R; N) Previous Record Up Arrow Record; Previous (Alt+R; P) Next Set of Records Page Down Query; Fetch Next Set (Alt+Q; F) Previous Set of Records Page Up QUERY Cancel Query Ctrl + Q Query; Cancel (Alt+Q; C) Count Query Hits/Search & Display More Detail Shift + F2 Query; Count Hits (Alt+Q; H) Enter Query F7 Query; Enter (Alt+Q; E) Execute Query F8 Query; Execute (Alt+Q; X) OTHER Save F10 File; Save (Alt+F; S) Exit Ctrl + Q File; Exit (Alt+F; X) Print Shift + F8 File; Print (Alt +F; P) List of Values F9 Help; List (Alt+H; L) View/Send Message HELP Display Error Shift + F1 Help; Display Error (Alt+H; D) Help F1 Help; Help (Item Properties) (Alt+H; H) Show Function Keys Ctrl + F1 Help; Show Keys (Alt+H; S) Online Help