Arkansas State University-Jonesboro
Internet Native Banner
Navigation Guide
Navigating Banner Finance ------------------------------------------------------------------- 3
Finance Main Menu ------------------------------------------------------------------------- 3
Menu Bar Overview ------------------------------------------------------------------------- 4
Toolbar Overview --------------------------------------------------------------------------- 6
What is a Banner Form? ------------------------------------------------------------------ 7
Form Components -------------------------------------------------------------------------- 8
Parts of a Form ----------------------------------------------------------------------------- 10
Types of Forms ----------------------------------------------------------------------------- 11
Naming Conventions ---------------------------------------------------------------------- 15
Accessing Forms --------------------------------------------------------------------------- 17
Wildcards ----------------------------------------------------------------------------------------- 21
Banner Shortcuts ------------------------------------------------------------------------------- 22
Revised January 2014
Main Menu
Menu Bar
Toolbar
Access a form by typing its name
into the ‘Go To’ field. You may also
access a form by selecting Object
Search from the File Menu.
Hierarchical
Tree Menu
Structure
Broadcast
Message Canvas
Auto Hint/Status Line
2
My Links
Canvas
Menu Bar Overview
File Menu
 Can also be accessed by right-clicking on a blank section of a form
 Direct Access – directly access a form
 Object Search – access a form or job if you know part of its name,
description, or type
 Select – Returns user to calling form and enters the selected value into
the field that called the form
 Rollback – From an Application and Inquiry form, the rollback command
clears all information and returns the user to the first enterable field in the
Key block; From a Validation form, the rollback command returns the user
to the first enterable field on the form; From a Query form, the rollback
command returns the user to the first enterable field on the calling form.
 Preferences – Displays the Personal Preferences Maintenance form
(GUAUPRF), which is used to customize Banner for individual users
 RRAAREQ (Applicant requirements) – Displays the last 10 forms a user
has accessed during the current Banner session
Edit Menu – enables user to cut, copy, paste, and edit text
Options Menu – varies from form to form; can be accessed by right-clicking on a
blank section of a form
Block Menu – enables user to move from one block area to another within a form
Item Menu – enables users to move from one field to another; clear and duplicate
data within a form
Record Menu – enables users to work with records within a form
Query Menu – contains the functions used to search for information in the
database based on specific criteria
Tools Menu – allows user to access Banner Xtender Solutions and Workflows,
which are currently not installed
Help Menu – contains various help tools, image displayer, calculator and
calendar
 Online Help – displays online information for forms, windows, block and
fields
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Menu Bar Overview, continued
 Dynamic Help Query – displays the Dynamic Help Form in Query mode,
which is used to display tradition help for these Banner components
 Dynamic Help Edit – Displays the Dynamic Help Query Form in Edit
Mode, which is used to edit traditional help for each of the Banner
components
 Help (Item Properties) – Displays the Oracle item properties window for
the current field
 Show Keys – Displays the list of functions and their equivalent keystrokes
available in the environment for the current form, window, or field
 List – Displays the List of Value (LOV) for the current field if List of Values
appears in the Status Line
 Display Error – Displays the code that is in error if an Oracle error occurs
 Display ID Image – Displays the image associated with the ID, if available,
when the cursor is in an ID field
 Calendar – Displays the Calendar
 Calculator – Displays the Calculator
 Extract Data Key – Extracts Banner data (for the current block), along with
Key data, for use in a spreadsheet
 Extract No Data Key – Extracts Banner data (for the current block),
without Key data, for use in a spreadsheet
 Technical Support – Reconnect to database allows the user to reconnect
after making changes to Banner preferences
 About Banner – Displays the current form name, release number, date,
and time
4
Toolbar Overview
Set of icons that represent shortcuts for performing common functions
 Save
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Rollback
Select
Insert Record
Remove Record
Previous Record
Next Record
Previous Block
Next Block
Enter Query
Execute Query
Cancel Query
View/Send Message
Print
Online Help
Exit
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What is a Banner Form?
A Banner form is an online document where you can enter and look up
information in your database. A form visually organizes information so it is easier
to enter and read. A Banner form is similar to a paper form, except information is
entered once and then used by other forms, reports, and jobs.
Key Block
Record
Field
6
Information
Block
Form Components
All Banner forms consist of Blocks, Fields, Records, Windows, and Pop-up
Boxes.
Block – A section of a form or window that contains related information. If a form
or window contains more than one block, each block (except the key block) may
be enclosed in a beveled box. Multiple blocks may also be organized as tabs
within a form.
Two types of blocks: Key Blocks and Information Blocks
Key Blocks
 Where the user begins on a form
 Where a unique code is entered such as an ID number, term code, or
document number
 Lets Banner know what piece of information the user wants to retrieve
 The rest of the information on the form refers to the information that
was entered in the Key block
Information Blocks
 Section that contains related information to what was entered in the
Key block
 Each Information block may be separated by a line.
Navigation (3 options)
 Access the commands on the Block menu
 Select Previous and Next Block icons on the Toolbar
 Press ‘Ctrl+PgUp’ and ‘Ctrl+PgDn’ on the keyboard
Field – Labeled space within a block. Users can enter query, change and/or
display specific information within a field. There is usually more than one field on
a form.
Three types of forms: Free-format, List of Values (LOV), and Search Field
Free-format
 The user has free access to type information in the field
 Information is not previously defined on a validation field
List of Values (LOV)
 Information has been previously defined on a validation field
 The user may double-click on a LOV field or use the Search icon to
view the LOV list
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Form Components, continued
Search Field
 The user must click the Search icon to search for the information
Two states in which a field can be presented on a form: Enabled and Disabled.
Enabled
 Cursor is allowed in the field
 Information in the field is displayed in black text
Disabled
 Cursor is not allowed in the field
 If information exists in the field, it cannot be changed
Navigation
 To navigate to the next field, press the Tab key.
 To navigate to the previous field, press the ‘Shft+Tab’ key
Record – A group of fields that make up a logical unit. There may be more than
one record in a block. Examples of a person record include ID, Last Name, First
Name, Middle Name, Birth Date, etc. The record counter in the status line
displays the number of records viewed and the number of total records. A
question mark in the status line indicates that there are more records to view, but
the system cannot identify the total number.
Navigation (4 options)
 Use the scrollbar on the right of the block
 Access the commands on the Record menu
 Select the Next Record or Previous Record icons on the toolbar
 Press the ‘Up’ and ‘Down’ arrows on the keyboard
Pop-up Box – A window which appears on the screen for a specific purpose. All
pop-up boxes require action before continuation of the form.
Two types of Pop-up Boxes: Dialog Box and Alert Box

Dialog Box – appears when the user must choose from two or more
responses (Yes/No Question)

Alert Box – notifies the user of a condition that may impact data (a
warning)
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Parts of a Form
Title Bar
Tabs
Checkbox
Radio Button
Search Icon
Pull-down List
n List
Displays the form’s descriptive name, the
seven-character ID name, the software version
number and the database name.
Displays the set-up form that contains the preentered data to select from.
Used to select a field value from a list of predefined values. A down arrow in the right side
of the field indicates that the field has a pulldown list.
Tabs are used to arrange information in a
meaningful way, and allow user-friendly
navigation between groups or blocks of
information.
Used to select one of several options. Only one
radio button can be selected at a time.
Used to enable or disable features or options.
Title Bar
Search Icon
Pull-down List
Tabs
Radio Button
Checkbox
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Types of Forms
Application – Used to enter, update, and query information in Banner. This is the
most common type of form.
Example – Requisition Form (FPAREQN)
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Types of Forms, continued
Inquiry – Used to look up existing information, often returning information to the
calling form. You can access an inquiry form from the main menu, from another
form, with Direct Access, or with Object Search.
Example: Requisition Inquiry (FPIREQN)
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Types of Forms, continued
Validation – Used to define the values that can be entered in specific fields on
application validation, or rule forms. These values make up a field’s List of
Values (LOV).
Example: Ship-to Codes (FTVSHIP)
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Types of Forms, continued
List of Values, continued
Banner uses LOVs to validate many fields. When the cursor is in a field that must
be validated, List of Values appears in the status line, indicating that the entry
must come from the LOV. Use the Search Icon to display the LOV. If you try to
enter a value that isn’t in the LOV, an auto hint message appears.
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Naming Conventions
Every form has an abbreviated 7-character form name.
Position 1 - identifies the system owning the form, report, process or table.
A
Advancement
B
Property Tax
C
Courts
D
Cash Drawer
F
Finance
G
General
K
Work Management
L
Occupational Tax and License
N
Position Control
O
Customer Contact
P
Payroll
Q
Electronic Work Queue
R
Financial Aid
S
Student (shared)
T
Accounts Receivable
U
Utilities
V
Voice Response
X
Records Indexing
W, Y, Z
Reserved for Client Applications
Position 2 - identifies the application module owning the form, report, process or
table, which is unique to the system identified in Position 1.
A
B
C
E
F
G
I
N
O
P
R
S
T
U
V
X
Accounts Payable
Budget Development
Cost Accounting
Electronic Data Interchange
Fixed Assets
General Ledger
Investment Management
Endowment Management
Operations
Purchasing/Procurement
Research Accounting
Stores Inventory
Validation form/table
Utility
Reserved-Canadian Solution Center
Archive/Purge
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Naming Conventions, continued
Position 3 - identifies the type form, report, process or table. The codes in
Position 3 are the same for all systems.
A
B
I
P
R
V
M
Application
Base Table
Inquiry
Process
Rule Table, Repeating Table, Report or
Process
Validation
Maintenance
Positions 4, 5, 6, and 7 - identifies a unique four-character code for the form,
report, process or table.
The following are some examples of four-character names:
***IDEN
Identification
***PINC
Position Incumbent
***STDN
Student Relation
***PERS
Person
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Accessing Forms
The following is used to access a form:
1. Hierarchical Tree Structure
2. ‘Go To’ Field from Main Menu
3. ‘Go To’ Field accessed by the F5 function on the keyboard
4. Options Menu from within a form
5. List of forms accessed during current session stored in the File Menu
6. Direct Access (GUAPARM)
7. Site Map
Hierarchical Tree Structure
‘Go To’ Field from Main Menu
Access a form by typing its name
into the ‘Go To’ field. You may also
access a form by selecting Object
Search from the File Menu.
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Accessing Forms, continued
F5 Function Key to access ‘Go To’ Field
Options Menu from within a Form
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Accessing Forms, continued
List of forms accessed during current session stored in the File Menu
Direct Access
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Accessing Forms, continued
Site Map
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Appendix D: Wild Cards

A special character that represents one or more other characters

% (Percent sign) represents any number of characters

_ (Underscore sign) represents one occurrence of a character
Examples:
Desired Result
All entries beginning with ‘St’
All entries ending with ‘ver’
All entries containing ‘Van’
All entries containing an unknown
character, then ‘Van’
Criteria
St%
%ver
%Van%
%_Van%
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Appendix E: Banner 7 Keystrokes, Icons, and Menus
Function
Keystroke
Icon
Drop-down Menu
FORM
Clear Form/Rollback
BLOCK
Shift + F7
File; Rollback (Alt+F; R)
Next Block
Ctrl + Page Down
Block; Next (Alt+B; N)
Previous Block
FIELD/ITEM
Clear Item/Field
Duplicate Item/Field
Next Item/Field
Previous Item/Field
Delete Backward
Delete Character
RECORD
Clear Record
Ctrl + Page Up
Block ;Previous (Alt+B; P)
Ctrl + U
F3
Tab or Enter
Shift + Tab
Backspace
Delete
Item; Clear (Alt+I; C)
Item; Duplicate (Alt+I; D)
Item; Next (Alt+I; N)
Item; Previous (Alt+I; P)
Shift + F4
Record; Clear (Alt+R; C)
Delete/Remove Record
Duplicate Record
Shift + F6
F4
Record; Remove (Alt+R; R)
Record; Duplicate (Alt+R; D)
Insert Record
F6
Record; Insert (Alt+R; I)
Next Record
Down Arrow
Record; Next (Alt+R; N)
Previous Record
Next Set of Records
Previous Set of Records
QUERY
Up Arrow
Page Down
Page Up
Record; Previous (Alt+R; P)
Query; Fetch Next Set (Alt+Q; F)
Cancel Query
Count Query Hits/Search & Display More Detail
Ctrl + Q
Shift + F2
Query; Cancel (Alt+Q; C)
Query; Count Hits (Alt+Q; H)
Enter Query
F7
Query; Enter (Alt+Q; E)
Execute Query
OTHER
F8
Query; Execute (Alt+Q; X)
Save
F10
File; Save (Alt+F; S)
Exit
Ctrl + Q
File; Exit (Alt+F; X)
Print
List of Values
Shift + F8
F9
File; Print (Alt +F; P)
Help; List (Alt+H; L)
View/Send Message
HELP
Display Error
Help
Show Function Keys
Shift + F1
F1
Ctrl + F1
Help; Display Error (Alt+H; D)
Help; Help (Item Properties) (Alt+H; H)
Help; Show Keys (Alt+H; S)
Online Help
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