Banner Finance

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FOAP
FOAP Definition(.pdf Format)
Diagram of FOAP Entry Codes(.pdf Format)(Updated: 07/07/09)

Fund
Diagram of Fund Group, Category, and Class(.pdf Format)(Updated:02/19/2013)
Guidelines of Fund Group, Category and Class(.xls Format)(Updated: 02/19/2013)
Query of Fund Group, Category and Class(Opens a new window)
Budget by FOP or FOAP(.xlsx Format)(Updated: 02/19/2013)

Organization
Please refer to Cognos report FI028, Organization Hierarchy Report, to review organization codes and the associated financial managers within the hierarchy of the organization structure.

Account
Banner Account Crosswalk(Opens a new window)
Search Expense, Revenue & Salary codes by description or Banner Account Code
Banner Account Crosswalk Instructions(Updated: 04-08-2010)
TTU Account Codes: Please refer to Cognos Report FI067, List of Valid Account Codes, to view budget pools and the associated account codes for your chart.
TTUSA Account Codes: Please refer to Cognos Report FI067, List of Valid Account Codes, to view budget pools and the associated account codes for your chart.
Banner Procurement Account Code GuidelinesGuidelines for the expenditure account codes that are used in TechBuy, Travel, Pcard and Payment Services.

Program
Program Code Definitions(Updated: 04/07/2010)
See the definitions for the Program codes.

Finance Code Chart
Finance Code Chart (blue lock - group access required)

Fund Crosswalk - System Entity (blue lock - group access required)

Fund Crosswalk – Foundation Spendables Move

Fund Crosswalk – Grant Residuals(Updated: 05/04/2012)

• Document Prefix Identifiers(Updated: 03/20/2013)
  
• Rule Class Codes and Descriptions
  

Office: AFISM   1120 Main Street, Rm 224   Mailstop: 5064   Lubbock, TX 79401-5064 Phone: (806) 742-7070 Fax: (806) 742-7079 E-mail:

For Work-Related or Technical Assistance: Office Hours: Mon through Fri, 8:00 A.M. to 5:00 P.M. Phone: 2-KNOW (5669) E-mail:

Banner HR

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Banner HR
Banner Earnings Codes(.xls Format)
See a description of earnings codes used in Banner.
TechRIS Job Class Codes to Banner Position Class Codes Crosswalk(.xls Format)
See the Banner Position Class Code/Title along with associated Account Code/Title which replaced the TechHRIS Job Class Code/Title.
Banner Position Class Listings (Pay Plan)
TechRIS Jobclass to Banner P-Class Crosswalk(.pdf Format)
See the Banner Position Class Code/Title which will replace the TecHRIS Job Class Code/Title.
TechFIM to Banner Organization Crosswalk(.xls Format)
See the Banner Org Code that will replace the TechFim Department Code.

Office: AFISM   1120 Main Street, Rm 224   Mailstop: 5064   Lubbock, TX 79401-5064 Phone: (806) 742-7070 Fax: (806) 742-7079 E-mail:

For Work-Related or Technical Assistance: Office Hours: Mon through Fri, 8:00 A.M. to 5:00 P.M. Phone: 2-KNOW (5669) E-mail:

Procurement

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Account
Banner Account Crosswalk(Opens a new window)
Search Expense, Revenue & Salary codes by description or Banner Account Code
Banner Account Crosswalk Instructions(.pdf Format)(Updated: 04-08-2010)
TTU Account Codes(Updated: 03-16-09)(*See Cognos Report F1067 for most current codes)
See the Budget Pools and Banner Account Codes for TTU and their related TechFim Sub-Object or Sub-Revenue codes. Please maximize your excel application for better viewing of this document.
TTUSA Account Codes(Updated: 03-16-09)(*See Cognos Report F1067 for most current codes)
See the Budget Pools and Banner Account Codes for TTUSA and their related TechFim Sub-Object or Sub-Revenue codes. Please maximize your excel application for better viewing of this document.

Office: AFISM   1120 Main Street, Rm 224   Mailstop: 5064   Lubbock, TX 79401-5064 Phone: (806) 742-7070 Fax: (806) 742-7079 E-mail:

For Work-Related or Technical Assistance: Office Hours: Mon through Fri, 8:00 A.M. to 5:00 P.M. Phone: 2-KNOW (5669) E-mail:

Reporting

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Finance Reports
Diagram of Revenue, Expense, Budget Reports(.pdf Format)

Finance Reports Crosswalks(Opens a New Window)
See which Cognos reports will replace each TechFIM report.
Finance Reports Definitions(.pdf Format)(Note: Use the zoom feature of Adobe Reader to best view this document.)
See how to use the Cognos Reports.
Finance Reports Definitions(Opens a New Window)(Note: This document is formatted for printing.)
See how to use the Cognos Reports.

Human Resource Reports
HR Report Definitions(.pdf Format)

Office: AFISM   1120 Main Street,Rm 224   Mailstop: 5064   Lubbock, TX 79401-5064 Phone: (806) 742-7070 Fax: (806) 742-7079 E-mail:

For Work-Related or Technical Assistance: Office Hours: Mon through Fri, 8:00 A.M. to 5:00 P.M. Phone: 2-KNOW (5669) E-mail:

Banner Student

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Office: AFISM   1120 Main Street, Rm 224   Mailstop: 5064   Lubbock, TX 79401-5064 Phone: (806) 742-7070 Fax: (806) 742-7079 E-mail:

For Work-Related or Technical Assistance: Office Hours: Mon through Fri, 8:00 A.M. to 5:00 P.M. Phone: 2-KNOW (5669) E-mail: