Chapter 2. Accounting Services
Section 2.10. BANNER

2.10.2. Accessing BANNER Forms

The following are BANNER forms available:

1. FOIDOCH - Document History Form: Used to trace a purchase requisition from start to finish by navigating to the following forms:



1. FPIREQN - Requisition Query Form: Used to see all the information associated with a particular purchase requisition such as the requester, vendor, commodity, and accounting information.



2. FPIPURR - Purchase/Blanket Order/Change Order Query Form: Used to see all the information associated with a particular purchase order which is used to order items and/or services from the designated vendors.



3. FAIINVE - Invoice/Credit Memo Query Form: Used to view invoice information that is entered when the invoice is received from the vendor.



4. FPIRCVD - Receiving Goods Query Form: Used to view information about the receiver, once the department has sent a completed receiver to accounts payable.



5. FAICHKH - Check Payment History Form: Used to view check information. Once the matching process (matching the invoice to the receiver) is complete, a check is issued if both the invoice and receiving have been entered and this form can be used to view the check information.




2. FZIBDST - Year-to-Date Budget Status: Used to find the current balance available by account index (or by fund and organization codes).



3. FZAPDBL - Project-to-date Non Research Budget Status - Used to find the current balance available by account index (or by fund and organization codes).



4. FZAREBL - Project-to-Date Research Budget Status - Used to find the current balance available by account index (or by fund and organization codes).



5. FGITRND - Detail Transaction Activity Form: Used to display all transactions for each line item of a purchase order. Click on “Transaction Detail Information” option from any of the above forms. Move the cursor to a particular transaction and click on the “Query Document” option to display the original document for any transaction:



1. FAIINVE to view invoices,



2. FGIDOCR to view journal vouchers,



3. FPIREQN for purchase requisitions, or



4. FPIPURR for purchase orders.



5. FGIENCD - Detail Encumbrance Activity Form: Used to view encumbrance detail by clicking on the “Detail Encumbrance” option.




6. Chart of Account forms available:



1. FTMFUND - Fund Code Maintenance Form - Used to query on a fund code to get more information about the fund.



2. FTMORGN - Organization Code Maintenance Form - Used to query on a organization code to get more information about the organization.



3. FTMACCI - Account Index Maintenance Form - Used to query on an index to get more information about the index code.



4. FTMACCI - Used to query the fund and organization codes associated with an index.



5. FTMFUND - Lists the financial manager and other pertinent information.



6. FTMORGN - Lists the financial manager and other pertinent information.




7. Journal forms available:



1. FGIJVCD - List of Suspended Journal Vouchers - Lists all pending journal vouchers.



2. FGIDOCR - Document Retrieval Inquiry



3. FGIDOCR - View posted journal vouchers.




8. FPIBLAR - Blanket Order Activity - View the remaining balance on a blanket order.

Refer to Web site <http://www.admin.mtu.edu/bi> to view information on all BANNER forms.

For training on how to access BANNER finance forms:

1. Call Accounting Services at 7-2239, or refer to Banner and Reporting Web Site <http://www.admin.mtu.edu/bi>.