Banner Admin – Research Accounting

Topics 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 Field

Using the Menu options, click: SCT Banner? Financial? Research Accounting? Research Accounting 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).

Organization field

Next Block

Scroll 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 Execute

Chart of Accounts, must be “A”

Grant Number

At 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? Research Accounting Grants? Grant Inquiry? Grant Personnel Inquiry (FRIPSTG).

Grant Personnel Inquiry

Clicking 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 ID into 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 the Principal Investigator.

Next-Block

Total C/G Awarded

FRIGITD To view a Grant-Fund balance, type FRIGITD in the Go To field on the main menu.

Grant Inception to Date, FRIGITD

Enter the grant number into the Grant field, and click the Next Block button (Ctrl-PgDn)

Next Block

Enter date range. If left blank, will default to Grant Inception to Date.

FRIGITD shows a summary of activity organized by Account code. To see the Account detail, click Options? Grant Detail Information [FRIGTRD]

Available Balance

Activity

Adjusted BudgetAccount Code

Grant Detail Information, FRIGTRD

The transactions associated with a particular account code will be listed. To see the detail of any listed document, click Options? Query Document [By Type].

Document Inquiry Form (FGIDOCR)

Moving the bar allows user to view additional information

FGIDOCR displays detailed transaction information, which includes the document number, type, amount, and FOAP.

Debit and Credit FOAPs