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A feature that Banner has for requisition entry is that approvers are able to see the entire requisition (including accounting information) in one place with the click of a button before they approve the requisition.
Index codes will be used in the finance module as a way to facilitate the FOAPAL entries in Banner. The Finance Team chose the option of tying the old FRS account code to the main portion of the FOAPAL string equivalent in Banner. This temporary option will be available during the transition time of PLUS to Banner to allow you the time to become used to your new numbers.
Each character in the seven-character Banner form name identifies something specific. Position 1 identifies the system owning the form, report, process, or table. Position 2 identifies the application module owning the form, report, process, or table. Position 3 identifies the type of form, report, process, or table. Positions 4, 5, 6, and 7 identify a unique, four-character name for the form, report, process, or table. Go to the ‘End User Training’ link to view a handout with more detailed information.
Banner will afford 3 nice features for end users with Purchasing. With Requisition Entry, by the use of commodity codes, the end user will select a description that will default the Account Code. Also, with Requisition Entry, by the user of indexes, the end user’s Fund, Organization and Program will be defaulted; the end user will not have to type in these numbers. For Approvers, approvers will be able to see the entire requisition (including accounting information) in one place with the click of a button before they approve the requisition.
With our Banner conversion, we will be able to retain our current Campus Identification number. It will be called the Banner ID. All of our current Campus ID’s in the Plus system begin with the number ‘1’ and they will be migrated to Banner as the person’s Banner ID. When we begin entering new people into the Banner system, the Banner ID that is assigned will begin with the number ‘2’. This will allow us to recognize if the person was migrated into Banner from the Plus system (ID starts with ‘1’), or if they were newly entered into the Banner system (ID begins with ‘2’).
There are two user interfaces to access the data within Banner. They are referred to as INB and SSB. Internet Native Banner (INB), also referred to as simply "Banner", is the web-based interface used by administrative staff to perform the tasks for which they are responsible. It is not used by students or instructors. Self-Service Banner (SSB) is the counterpart to what we now have in Luminis under myServices for “Student and Financial Aid Services”, “Faculty Services”, and “Employee Services”. This interface is for students, faculty and staff to access their personal information and faculty alone to access their student and class information. Banner will also provide a “Finance” self-service option.
STVSBGI is the Banner form for the “Source/Background Institution Code Validation Table”. This is the table where any and all other schools in the United States (including high schools and colleges) are listed and other sources are listed used by SFASU as prospect sources. This table, along with SOASBGI, contains the name of the school along with addresses, phone and fax numbers, contact information, accreditation status and all other relevant information regarding the school. STVSBGI follows the Banner naming convention of S = student, T = validation table/form, V = validation form/table view, SBGI = source/background institution.
Data standards is a critical piece to the functionality of the Banner software. Knowledge of data standards established for SFA will be essential for ALL Banner users. You should start NOW familiarizing yourself with the contents of this document. Please go to the “Project Documents” link to find the “Data Standards” document.
Our current three-digit term code will change to a six-digit term code. Currently the first two fields designate the year and the last field designates the term. It will change to the first four fields designating the year and the last two fields designating the term. Terms will be designated with a 10 for fall, 20 for spring, 30 for summer I and 40 for summer II. So instead of 092 for spring 2009 it will be 200920. Really, the difference is to use all four digits for the year and place a zero after the previous single digit used for the term.

Also, we will begin using the fiscal year instead of calendar year when identifying terms. The most noticeable difference will be with fall terms (Ex. Fall 2008 will be 200910.)
Banner utilizes forms to find information as opposed to screens in the current system. Seven field alpha characters are used to search through the forms instead of a three field, typically numeric character used in our current system.
The “%” sign is used as the wild card when querying. If querying for a name, it is best to type the partial name with the “%” to get all possible options.

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Stephen F. Austin State University

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