SCT BANNER BUDGET QUERY
PRINTING THE BUDGET STATUS (CURRENT PERIOD) REPORT
Banner allows the user to print a copy of their current budget status by running
the process named FGRBDSC - Budget Status (Current Period). Follow the
numbered steps in this document to print the report.
You should know your FOAPAL (Fund, Organization, and Account) codes in
order to run the report successfully. If you do not know the 5-digit codes, you
may search for them for each parameter. Click the Search button beneath the
word Values at the top of the column when your cursor is blinking in the
appropriate Values field.
1.
To run the report, type FGRBDSC in the Direct Access box on the Main
Menu. Press <ENTER>.
You should be looking at the Process Submission Controls form (GJAPCTL). The
rest of the steps will explain how to correctly fill out this form in order to print
the Budget Status report.
2.
Double-click in the text box labeled Printer in the Printer Control block.
3.
Find your print queue in the list and double-click to select it. (This should
be the networked printer you normally use to print information from the
Banner system.)
There are 13 parameters to this process that must be filled out prior to submitting
the report.
4.
Click the Values field of Parameter 01 – Fiscal Year. Change 01 to the
current fiscal year (05 for 2005, 06 for 2006, etc.).
5.
Click the Values field for each of the following parameters and enter the
data as indicated:
Parameter Parameter Name
02
Chart of Accounts
03
From Fund Code
04
To Fund Code
05
From Organization Code
06
07
To Organization Code
From Account Code
08
To Account Code
09
10
11
12
As Of Date
Include Accrual Period
Print Report Totals
Print Net Totals
13
Commitment Type Indicator
Value
E (default). Indicates EPCC chart of
accounts.
5-digit fund code. Institutional accounts
are usually 11000. From and To may be
the same value in order to limit the
report to one particular fund.
5-digit organization code. From and To
may be the same value to limit report to
one particular organization.
5-digit account code. Use From and To
to specify how many accounts you wish
to see listed in the report.
Current date (default). Report will
display all activity as of the date
specified. This date may be changed.
Y(es). May be changed to (N)o.
Y(es). May be changed to (N)o.
Y(es). May be changed to (N)o.
Blank (default). May be changed to
print only C(omitted) or U(ncomitted)
funds.
6.
Click the dot next to Submit in the Submission block.
7.
Click the Save button on the horizontal toolbar or click the File/Save pulldown menu (both at the top of the form) to send the report to the printer.
The form will briefly disappear from the screen. When it returns, all the
data you input to generate the report will have disappeared. This indicates
that your report has been delivered to the printer.