Business Affairs Training

Banner 9 and Concur Training Check MyTrack for the next available training opportunities.

 

Visit My Track to see a calendar month view of training events.
To request access to Banner Finance or HR or AR please complete a User Profile Form

Banner 9 Training Database

Accessing the Banner 9 Training database is done most regularly in a classroom setting.  If you hae a need to access the training database outside a classroom setting, please contact BAO training for clearance, so as not to interfere with regularly scheduled training activites.

When will access be granted?

Banner is used by UO employees to conduct the university's business, which includes processes involving student information, human resources, finance, budgets, accounts receivable, payroll, and financial aid. Generally training is required before Banner access is granted, with some noted exceptions.

Previous Training

If an employee participated in BAO training in the past and has performed the Banner job function (invoices, jvs, time entry, travel etc.) somewhere on campus within the past year, training is optional and access can be granted upon receipt of the User Profile form.

Compelling Business Need

Query access can be granted in advance of training in situations where there is a compelling business reason and a trained colleague or supervisor will provide on the job training. This access will be removed if the user fails to participate in BAO training.

Banner Course Information

Prerequisite

Introduction to Banner

Course Description: The Introduction to Banner Online Training Course is a pre-requisite to all other Banner FIS, HRIS or AR training.

Note: New employees must first claim their Duck ID using their UO ID number and Personal Access Code PAC.
(Duck ID Self-Service)

Prerequisite: None
Offering: Check My Track for available class times.
Duration: Approximately 1 hour to complete

FIS Invoice Processing

FIS Overview (prerequisite for all other finance training)

Course Description: This course (formerly titled FIS Accounting Queries) will start you on your way to understanding the FIS accounting screens (and more). Through lecture and navigation practice, you will see general examples of the following topics:

  • Chart of Accounts Overview
  • Budget Status Queries
  • Transactions Detail
  • Document Text
  • High-level Summaries
  • Grant Balances
  • General Ledger Balances

Prerequisites:

Offering: Check My Track for available class times
Duration: Approximately 3.5 hours

Class Documents:

FIS Invoice Part 1

EditCourse Description: How to create FIS invoices for paying vendor bills. How to find vendors; process "Special case" invoices and track completed invoices.   This course only covers how to process "Direct" pay invoices; invoices that are originating from either a paper Purchase Order or no Purchase Order (for example, invoices for Office Depot that result from placing a phone order). This is the first of a two part course.

Note: This course does not cover how to create or pay FIS Purchase Orders or FIS Encumbrances created in Banner. Please see the course descriptions for the FIS Purchase Orders, FIS Invoices Pay Purchase Orders, and FIS Encumbrances training for more information on these courses. If you register for FIS Invoice Part 1, make sure to also register for FIS Invoice Part 2.

Prerequisites: Introduction to Banner and FIS Overview (Also strongly recommended: Purchasing Rules and Regulations)
Offering: Check My Track for available class times.
Duration: This course consists of 2 sessions; each lasting 3 hours long with a 15 minute break
Class Documents for using the FAAINVE form:

FIS Invoice Part 2

Course Description: How to create FIS invoices for paying vendor bills. How to find vendors; process "Special case" invoices and track completed invoices. Second in a two part class.

*** Bring your handouts from FIS Invoices Part 1. ***

Note: This course does not cover how to create or pay FIS Purchase Orders or FIS Encumbrances created in Banner. Please see the course descriptions for the FIS Purchase Orders, FIS Invoices Pay Purchase Orders, and FIS Encumbrances training for more information on these courses.

Prerequisites: FIS Invoices, Part 1
Offering: Check My Track for available class times.
Duration: This course consists of 2 sessions; each lasting 3 hours long with a 15 minute break
Class Documents:

FIS Journal Vouchers

Course Description: This course will teach you to enter FIS JV's for the U of O campus. It begins with an overview of JV's and JV accounting procedures. Then it takes you through multiple practice examples. The course also includes sections on tracking your JV's and how to get help.

Note: If you need training in Inter-institutional JV's, please contact Robbin Howard at 6-1115 or email at rchoward@uoregon.edu

Prerequisites: Introduction to Banner and FIS Overview
Offering: Check My Track for available class times
Duration: Approximately 2 hours and 45 minutes
Class Documents:

FIS Purchase Orders Part 1: PO Creation

Course Description: This is Part 1 of a 2-part course. Part 1 focuses on PO Creation (Part 2 focuses on PO Invoicing). The following topics will be covered in Part 1:

  • Purchase Order Overview
  • Creating On-line PO's
  • PO Printing
  • Billing and Shipping Information
  • Vendor Lookups
  • Tracking PO's
  • Canceling PO's

Note: If you register for FIS Purchase Orders Part 1, make sure to also register for FIS Purchase Orders Part 2.

Prerequisites: Introduction to Banner, FIS Overview, and FIS Invoices Part 1 and 2 (must also have graduated from Invoice training)
Offering: Check My Track for available class times
Duration: Approximately 2 hours and 45 minutes
Class Documents:

FIS Purchase Orders Part 2: PO Invoicing

Course Description: This is Part 2 of a 2-part course. Part 2 focuses on PO Invoicing (Part 1 focuses on PO Creation). This course will teach you to create FIS invoices for paying FIS purchase orders at the U of O. The following topics will be covered:

  • PO Payment Overview
  • Creating PO Payment Invoices
  • Adds and Changes
  • Tracking PO's
  • Partial vs Final Orders
  • Liquidating PO's with JV's

Note: This course is intended for employees paying invoices for on-line PO's created by themselves or their department.

Prerequisites: FIS Purchase Orders Part 1: PO Creation
Offering: Check My Track for available class times.
Duration: Approximately 2 hours and 45 mintues
Class Documents:

 

FIS Advanced Accounting Queries

Course Description: This course is designed to share advanced knowledge of querying possibilities within FIS. It will show you how to see different views of your accounting through a deeper understanding of how FIS stores data.

Here are some of the examples we will show:

  • Querying on a single FOAPAL element (Orgn) rather than an Index
  • Finding out how many Indexes use any particular FOAPAL code
  • Getting a "net balance" for specific Fund/Orgn combinations
  • Using the Orgn code hierarchy form FTIORGH
  • Viewing hierarchy roll-ups on FWIBUDG
  • Seeing Level 1 and Level 2 summaries on FWIBUDG
  • Getting a "professor balance" using Orgn/Actv
  • Querying for "Budgeted Operations" balances
  • Using FGITBSR and Fund Type roll-ups
  • Tracking encumbrances
  • Seeing beyond Indexes in transactions history

Note: This is an advanced course that is only appropriate for those with several months experience in FIS accounting.

Prerequisites: Accounting Queries
Offering: Check My Track for available class times
Duration: Approximately 2 hours 45 minutes
Class Documents: Class Lesson Guide

FIS Encumbrances

Course Description: This course will teach you to create and liquidate FIS Encumbrances at the U of O. You will find encumbrances useful if you want to "set aside" money in certain accounts. This will make your Available Balance more accurate. Encumbrances can be automatically liquidated when invoices and JV's are done against these accounts. Encumbrances for restricted funds (2xxxxx, 3xxxxx, 4xxxxx) only, carry over at fiscal year end.

Prerequisites: Introduction to Banner, FIS Overview, FIS Journal Vouchers, and FIS Invoices Part 1 and 2
Offering: Check My Track for available class times
Duration: Approximately 2 hours 15 minutes
Class Documents:

 

Advanced Accounts Payable Queries

Course Description: In this course you will learn the following:

  • How to search for difficult vendors - FTIIDEN: Tips for more successful queries. Navigating through Terminated or Inactive Address messages.
  • How to query and look at the detail of a Banner invoice - FAIINVE:   Note:  This form allows query ONLY access. No changes can be made in this form.
  • How to  finding information about your payments - FWIVNDH:  Finding information about your payments payments and knowing when a check was issued, cashed, ACH/direct deposited or sent by wire transfer.
  • How to determine if multiple invoices were paid and how to produce printable payment history for the vendor.
  • How the Banner information is tied together - FOIDOCH:  Finding history for Banner documents by type.  Examples are I docs, POs or checks.

Class Documents:

Note: If you need additional information, or have any questions about this course please call Accounts Payable at 346-3126

Prerequisites: FIS Invoices Part 1 and 2.  It is recommended that you have 3 months of Banner experience
Offering: Check My Track for available class times
Duration: 1.5 hours
Instructor: Carmela Kortum (541) 346-3126, ckortum@uoregon.edu

Business Expense Guidelines

Course Description: In this course you will learn Federal, State, and University of Oregon rules for payments/reimbursements with emphasis on good payment documentation; awards and prizes; hosting and non-travel meals, refreshments and hospitality expenses.

Note: If you need additional information, or have any questions about this course please call Accounts Payable at 346-3126

Prerequisites: FIS User
Offering: Check My Track for available class times
Duration: 2 hours
Instructor: Carmela Kortum (541) 346-3126, ckortum@uoregon.edu

Account Code Overview and Queries (Financial Services under Chart of Accounts)

Account Code Primer

Fiscal Policy Manual Account Code Search - All Account Code Descriptions search (by code or description).  Access more detailed descriptions of account codes, when to use them, determine if account code is tax reportable.

IT (Information Technology) Account Codes - which account codes to use for IT software, equipment and maintenance services.

Common Account Code Mistakes

Talk to someone knowledgeable!

If you have more questions about account codes, please contact the following:

For account codes on invoices or POs - Carmela Kortum 6-3126
For account codes on JVs or accounting queries - Robbin Howard 6-1115 
For commodity codes information, contact Lynne Harrell 6-3220.

Commodity Code Queries (Financial Services under Chart of Accounts)

Commodity codes are a standard classification code for products and services. They are used by Purchasing and Contracting Services to track purchasing trends and to potentially negotiate contracts with suppliers.

How to choose Commodity Codes by:

Alphabetical by Listing (Description)

Numerical Listing

Frequently used Commodity Codes

High Risk Commodity Codes (No Longer tracked)

A/R Training

Department Deposit Form (TWADEPO)

Course Description: This course is hands on how to use TWADEPO Departmental Deposit form and is required to have access to TWADEPO form.

Prerequisites: Introduction to Banner
Offering: Check My Track for available class times
Duration: Approximately 1.5 hours
Class Documents: Department Deposits (TWADEPO)

Instructor: Stacy Vigil 346-3155, sdougla5@uoregon.edu

 

A/R Student Accounts (TSAAREV)

Course Description: This course provides instruction on query navigation and maintenance in Banner's TSAAREV form (Account Detail Review - Student). The TSAAREV form is part of Banner's Accounts Receivable Information System. The course is required in order to receive any access to the TSAAREV form. Users with both query only and query/maintenance needs are able to attend. The course will start with instruction on query navigation in TSAAREV and end with instruction on how to add or change charges/payments to Student Accounts. Any User with query only needs can leave the course after the query navigation piece is completed.

Prerequisites: Introduction to Banner Online Course
Offering: Check My Track for available class times
Duration:
Class Documents: A/R Student Accounts Course Materials

HR Training

HRIS Overview

Course Description: This half day session for Payroll Administrators provides: a hands on system overview including navigation in several BANNER HRIS forms; familiarization with the BANNER Guide HRIS procedures and practice filling new HRIS paper forms in portable document format (SEF, EIF, PRF, PAA, PAW etc).

Prerequisites:

Offering: Check My Track for available class times (Offered once monthly before the payroll time entry window)
Duration: A half day session
Class Documents: Overview Handout

Employee Verification - PWIVERI

Course Description: A half hour on-site visit for employees whose work requires them to verify employee status using Banner form PWIVERI. A one-on-one session covering the use of PWIVERI to look up and find employee and job information using PWIVERI.

Prerequisites:
Offering: Offered as required
Duration: A half hour on-site visit

Time Entry

Course Description: This half day session for Payroll Administrators responsible for time entry provides:

  • Practice entering regular, premium and leave hours in PHAHOUR
  • Practice using the HRIS Roster, Timesheet, Time Entered, and Leave Balance reports
  • Refresher in using the new SEF, EIF, PRF and MCR paper forms
  • Refresher in using PWIVERI to review employee and job detail

Prerequisites: HRIS Overview
Offering: Check My Track for available class times (Offered once monthly before the payroll time entry window.)
Duration: A half day session
Class Documents: Time Entry Handout

Payroll Redistribution - PHAREDS

Course Description: This two and one half hour session for departments wishing to use BANNER payroll redistribution form PHAREDS provides:

  • Hands on practice using PHAREDS
  • Review of the results using PWIFOAP and PWIEMPL
  • Review of related documentation
  • Assistance with real accounting adjustments that have been brought to class

Prerequisites: HRIS Overview
Offering: Check My Track for available class times
Duration: 2.5 hours
Class Documents: PHAREDS Handout

Banner Step-by-step Procedures

General Banner procedures

Create a personal 'My BANNER' menu

Let's create our own personal My Banner menu with all the BANNER pages we frequently use !

Create a My Banner Menu

Steps to Complete
1.) Open the My Banner Menu page GUAPMNU

Type My Banner or GUAPMNU in the Search Bar

2.) Add your favorite objects to your menu on the right.

You can double click the objects on the left and click the insert Selection button.

Or you can insert new object names directly on the right using down arrow.

3.) View your My Banner Menu

Log out of Banner and log back in to see the items you added to your My Banner menu.

Click the Menu tool and select "seamless.my Banner"

Requirements:

An active Banner account

Finance Step By Step Procedures

FIS Banner Purchase Orders - FPAPURR

Use the Purchase Order Form (FPAPURR) to create and issue purchase orders. Once complete and approved a purchase order will auto create encumbrances.

Steps to Complete
1.) Access the Purchase Order page (FPAPURR). To begin a PO, select the Go button. Banner will auto assign the PO number.

2.) Write down your PO number, displayed in the Document Information header.

3.) Order Date is the date the purchase order was entered. Default value is the system date but may be overwritten.

4.) Transaction Date: Date the transaction will post to the ledgers.

The transaction date of the PO must be within the same fiscal year as the invoices that will pay for it.

5.) Delivery Date: Enter the date when delivery is required.

6.) Buyer Code: Navigate to the Document Information by tabbing by clicking, Type your department's Buyer Code in here.

To set-up new codes, see the FIS Bill to Ship To Code Set Up Form.

7.) Navigate to the Requestor/Delivery Information section using Next Section or by clicking on the tab.

8.) Ship To: Type one of your department's Ship To codes in here.

To set-up new ship to codes, see the FIS Bill to Ship To Code Set Up Form.

9.) Navigate to the Vendor Information section using Next Section or by clicking on the tab.

10.) Enter the vendor code, and if known,

or click the ellipsis following the Vendor field to perform a Vendor Query to look-up the code.


Vendor Search (PO)

FTIIDEN

1.) Select ellipsis button next to Vendor field

2.) Select Entity Name/ID Search (FTIIDEN)

3.) Enter vendor's name into the Last Name field

Enter vendor or company name with a % both before and after the name (%Digital Transitions%) in the Last Name field. If searching for a person, consider using both the Last and First name fields when possible. Use the % sign anywhere in the name that you are uncertain of spelling or punctuation.

4.) Select Case Sensitive/Insensitive Query option as needed

5.) Select Go Button (or F8) to execute query

6.) Choose desired vendor by moving your cursor to it

Under the Vendor column, it must say Yes in order for the vendor to be activated. If it says Terminated then you will need to go to TOOLS and select Vendor Address Information and look at the first or second vendor address for a message (See V00XXXXXX) to find out which vendor number has replaced the terminated vendor.

7.) Select button (Bottom right) or double click on the selected vendor.

11.) Check the address, update by changing the type and sequence.

12.) The default discount is net 30 days. If the vendor offers a discount update as needed.

13.) The term FOB is an abbreviation of the term "Free on Board" The term indicates when the sale will occur.

Default is FOB University, the buyer takes delivery of goods when it arrives at the destination.

14.) Access document text (FOAPOXT) through the related menu.


Procurement Text Entry – FOAPOXT

Type text as you want it to appear under the Special Instructions section of the PO. Also enter any special instructions to the vendor or internal documentation for UO use, including price quotes or other information. Check Purchasing and Contracting Services (PCS) for text requirements for POs authorized by Level 1 and Level 2 Contracting Authority

1.) Use the Go button to proceed.

If coming from FPAPURR, text type: PO and Code: PO number, will auto fill.

2.) L1CA or L2CA [name of individual exercising Contracting Authority]

To get a new line, use down arrow.

3.) BA [List name of individual approving the commitment of funds (Budgetary Authority)]

4.) Describe what goods and/or services are being paid. For services list the work elements and dates of service.

5.) [Your name and 10-digit phone number]

6.) Print / don’t print check boxes

If you are entering a line for internal documentation only (such as price quotes), click to deselect the checkbox under the print column.
Each line in the form that is checked to print will all appear under Special Instructions on the printed PO, and will wrap to a new line if necessary.
TIP: If you want a line to appear by itself under the Special Instructions section, start a new line and enter “N” on the line by itself. This will cause Banner to create a new line.

7.) Save

8.) X to close out of the page.

After the PO is approved return to FOAPOXT and list the PCS staff member who approved the PO and the date it was signed.

15.) Navigate to the Commodity section using Next Section or by clicking on the tab.

16.) Enter the commodity code.

17.) Tab to the description field and overtype it with your line item text.

- Type text as you want it to appear for items you are ordering on the PO.

- Include the catalog number (if applicable) and a description of the item.

- If you wish to enter more than one line of text: leave the description as is and access item text (FOAPOXT) through the related menu. Here you may enter as many lines as you wish, which will overwrite the defaulted commodity description.

18.) Enter a Unit of Measure.

19.) Enter the quantity.

20.) Enter the unit price.

21.) If you need more than on commodity use the inset button to add a row add repeat 16-20

22.) Navigate to the Accounting section using Next Section or by clicking on the tab.

23.) Enter the FOAPAL or index and account codes.

24.) Enter the accounting amount related to this sequence.

If additional sequence are needed use the down arrow on the key board. Repeat 23-24 as needed.

25.) Navigate to the Balancing/Completion section using Next Section or by clicking on the tab.

26.) Check that commodity and accounting amounts balance.

27.) Select the complete button to forward to the Approval process. This is your last chance to write down the document

Procurement Text Entry – FOAPOXT

Type text as you want it to appear under the Special Instructions section of the PO. Also enter any special instructions to the vendor or internal documentation for UO use, including price quotes or other information. Check Purchasing and Contracting Services (PCS) for text requirements for POs authorized by Level 1 and Level 2 Contracting Authority

Steps to Complete
1.) Use the Go button to proceed.

If coming from FPAPURR, text type: PO and Code: PO number, will auto fill.

2.) L1CA or L2CA [name of individual exercising Contracting Authority]

To get a new line, use down arrow.

3.) BA [List name of individual approving the commitment of funds (Budgetary Authority)]

4.) Describe what goods and/or services are being paid. For services list the work elements and dates of service.

5.) [Your name and 10-digit phone number]

6.) Print / don’t print check boxes

If you are entering a line for internal documentation only (such as price quotes), click to deselect the checkbox under the print column.

Each line in the form that is checked to print will all appear under Special Instructions on the printed PO, and will wrap to a new line if necessary.

TIP: If you want a line to appear by itself under the Special Instructions section, start a new line and enter “N” on the line by itself. This will cause Banner to create a new line.

7.) Save

8.) X to close out of the page.

After the PO is approved return to FOAPOXT and list the PCS staff member who approved the PO and the date it was signed.

FPAPURR - Copying a Purchase Order

You can use the copy function button to copy information from and existing purchase order onto a new purchase order.

Steps to Complete
1.) Begin on the FPAPURR screen, then click on the Copy button as above.

Do not enter the Purchase Order (PO) number you wish to copy until the next screen.

2.) Enter the document number of a posted PO that you wish to copy in the new window and press Enter.

If this is a valid PO, the vendor from the PO to be copied will display in the Vendor field.

3.) Click OK to copy this PO.

The new purchase order will default as an exact duplicate of the copied document. You will need to add/update the text, and will be permitted to change the vendor by going to Vendor Information Tab, add/delete commodity and accounting records or anything else on the usual tabs, according to the standard PO Instructions. Make note of the new PO's document number before you complete the document.

Complete the document as you would a regular PO.

Travel Course Information

Concur and general travel related training

Lunchtime Travel Talk

Course Description: Each session will highlight a different batch of issues related to Concur and it's operation.

Offering: Check My Track for available class times
Duration: 1 hour
Location: Thompson University Center, Employee Education Lab, Rm 305
Instructor: Jody Bleisch

Training Videos

Banner: General Training Videos

Banner 9 - incognito shortcut

How to create an incognito shortcut for Banner 9

How-to create Banner 9 incognito shortcut

Banner 9 - Login

How to login to Banner

My Banner Menu

Banner 9 - My Banner Menu

My Banner Menu

Banner 9 - DuckWeb Finance

DuckWeb Finance

Banner 9 - Page Navigation

Banner 9 - Page Navigation

Banner 9 - Export

Banner 9 - Export

Banner 9 - Oracle Reports

Banner 9 - Oracle Reports

Banner 9 - Open Pages

Banner 9 - Open Pages

Banner: Finance Training Videos

FWIBUDG Overview

FWIBUDG Overview

FGAJVCD Overview

FGAJVCD Overview

FAAINVE Overview

FAAINVE Overview - invoices for Banner 9, presented by Carmela Kortum.

FAAINVE Overview for Banner 9

Banner: Accounts Receivable Training Videos

TSAAREV - transition from Banner 8 to Banner 9

TSAAREV Overview, presented by Kathleen Brown on 12/11/2018.

 

TSAAREV transition from Banner 8 to Banner 9

TWADEPO - transition from Banner 8 to Banner 9

TWADEPO - transition from Banner 8 to Banner 9, presented by Mike Syljuberget, 12/13/2018.

 

TWADEPO - transition from Banner 8 to Banner 9

Training or Access Questions?


What courses do I need? For assistance with course placement contact Brian or Michael.
Training Contacts
Position Name Email Phone
FIS, HRIS, AR Training Coordinator Brian Strait bstrait@uoregon.edu 541-346-2387
FIS, HRIS, AR Training Coordinator Michael Walsh mtwalsh@uoregon.edu 541-346-1117
Trainer - Invoices, AP Queries, Business Expense Policy Carmela Kortum ckortum@uoregon.edu 541-346-3126
Trainer - FIS Overview, Journal Vouchers, Encumbrances Robbin Howard rchoward@uoregon.edu 541-346-1115
Trainer -HRIS Overview, Time Entry * * * mindy@uoregon.edu 541-346-2960
Trainer - Departmental Deposits Stacy Vigil sdougla5@uoregon.edu 541-346-3155
Trainer - Student A/R Accounts Kathleen Brown kbrown4@uoregon.edu 541-346-1196
Trainer - Payroll Redistributions, I9 Forms, International Hiring paperwork * * * kbartow@uoregone.edu 541-346-1101
Trainer - Purchase Orders Stuart Mellor smellor@uoregon.edu 541-346-7215
Trainer - Travel Policy and Process Laurie Jacoby lajacoby@uoregon.edu 541-346-3158 Map pin