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Frequently Asked Questions

General

When did Banner Finance go "live"?

Banner Finance went “live” on Monday, October 10, 2005.

What is a FOAP and how do I find out what my FOAP is?

FOAP is the term for what you used to call an “account number” in FRS. FOAP stands for: Fund, Organization, Account, and Program. A complete listing of the FOAP elements can be found via the E-Print reports FGRFNDH (Fund Hierarchy), FGRORGH (Organization Hierarchy), FGRACTH (Account Code Hierarchy), and FGRPRGH (Program Code Hierarchy). These reports are refreshed on a weekly basis. The link to E-Print is found in the center of the AU Access Finance tab.

A Banner Translator is linked on the Finance AU Access tab that allows users to take an existing FRS account number and convert it to its Banner equivalent FOAP. In addition, the translator allows a user to put in a FOP and have the FRS account number returned, a “Reverse Translator”.

What about all the forms we've used in the past?

With the exception of the purchase requisition, forms are available via the Business & Finance Forms web page: http://www.auburn.edu/administration/business-finance/forms.

Purchase requisitions are generated, routed and approved electronically.

How do you print documents from Banner SSB?

You can choose “print screen” while on the applicable screen or, where available, download information into and Excel spreadsheet.

If you are having trouble printing screens in Banner (very small or hard to read), the problem is usually related to how the Java VM works on your machine. The following software may be helpful with this issue (the software is freeware so support is limited): http://www.gadwin.com/download/ps_setup.exe

Is Banner secure? Will my password be secure when I use it to access Banner?

Yes, while the familiar padlock symbol does not currently appear on the Banner website, the site is secure. OIT is working on having the padlock appear in the bottom right hand side of the page.

How are monthly reports distributed?

Monthly financial reports (FGRBDSC and FGRODTA) are distributed via E-Print. The link to E-Print is found in the center of the AU Access Finance tab.

How do I save the information that I am looking at in Banner into an Excel file?

From a Banner form, select the HELP option on the menu bar; select Extract data with Key, or Extract Data with no Key (Note: the key is the first block of date used to query the list (not all forms have a key block)); A dialog box will popup (if this does not popup, try holding down the CTRL key until the popup block appears); you can select open or save to create your Excel worksheet

Contract & Grants

How do I find out the balance for my grants?

In Banner Admin use the FRIGITD or go to E-Print and view the monthly FRRGITD report.

How do I find my grants by ORG?

In Banner Admin use the FRIORGH form.

How do I find my grant by PI?

In Banner Admin use the FRIPSTG form. You can either use the PI’s Banner ID or the GID to search.

How do I find my grant by Agency?

In Banner Admin use the FRIASTG form.

How do I find out the PI for my grant?

In Banner Admin use the FRIGRNT form.

How do I find the indirect cost rate for a grant?

In Banner Admin look up the fund number by querying on FTMFUND. Go to Options/IC CS Cost Code Information [FRMFUND].

When is the final report/invoice due for a grant?

Look on FRAGRNT; the “Expenditure End Date” is the due date.