Web Finance at FAU
Web Finance Contacts
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Bob Pope 7 - 2712 pope@fau.edu
Training Agenda
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SCT Product Information
FOAP String
Accessing and Using Web Finance
SCT Product Information
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FAU’s purchase of Banner Finance, Human
Resources and Student Information
System
Implementation Schedule
Timeline
SCT Banner FOAP
Chart of Account Structure
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F
O
A
P
I
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Fund
Organization
Account
Program
Index
Fund Code
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Alpha numeric 6 digit field (SAMAS was 6
numeric)
Self balancing set of accounts in which
transactions are recorded and segregated to
carry on specific activities or attain certain
objectives
Fund codes are required when we need a
Balance Sheet for a University department or
specific entity, such as an Auxiliary, a Grant, a
Construction Project
Banner Funds
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We will have many more fund codes than
we presently have
A fund code is required to track cash and
fund balance
Each grant will have a unique fund rather
than a unique organization code
Organization CODE
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Alpha Numeric 6 digit field (SAMAS – 9
digit numeric department number)
Designation for departmental / budgetary
subdivisions
Banner provides hierarchy rollup structure
for reporting purposes
Samples – Funds and Organizations
SAMAS Fund
Education and General
000210
Banner Fund
Grant and Aids (New
name for E&G)
GTAIDS
SAMAS Organization
Controller’s Office
0120-000-00
Banner Organization
Controller’s Office
F12000
Samples- Continued
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SAMAS
Banner
0001-000-00
P00100
0005-000-00
U00500
1000-000-01
A00000
1100-000-01
B10000
1600-000-01
B60000
4060-000-62
S06000
1070-000-14
J07000
There are many, many more codes, of course
Banner Organization Codes
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The 1st Digit = Executive Level or Campus
P President
R VP Research
A Provost and CAO
F Sr. VP Finance and COO
G Vice President and Architect
S Sr. VP Student Affairs
U Sr. VP University Advancement
Banner Organization Codes- 1st
Digit (Cont.)
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B
C
D
E
J
K
T
H
V
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Boca Campus
Commercial Campus
Davie Campus
Sea Tech
Jupiter Campus
Port St. Lucie Campus
Ft. Lauderdale – Downtown
Pembroke Pines
Vero Beach
Banner Organization Codes – 2nd
through 6th Digits
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2 – 4 = Digits 2 – 4 of the current SAMAS
numbers whenever possible – some cases
we had conflicts / repeats
Why? – Gives some recognition of old
numbers
5 – 6 = 00 – 99 and we have available AAZZ if we need it
Account Code
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Alpha Numeric 6 digit field (SAMAS – 6 digit
numeric object code)
Codes used for asset, liability, equity, revenue,
expenditure and/or transfer account
classifications
(TYPICAL BEAN COUNTER STUFF)
We have retained the SAMAS codes and
descriptions for Banner, with some consolidation
Program Code
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Alpha numeric six digit code (SAMAS – 2
digit numeric – External Program Code)
Each Organization code will have one
Program Code, similar to SAMAS
Will be used for IPEDS and DCU reporting
Index Code
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The Index Code expedites data entry by
defaulting the Fund, Organization Code
and Program Code
It will be the same as either the
Organization Code or the Fund Code
Banner Hierarchy Structure
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All Banner codes are hierarchical
Allows for roll up reporting up to the
highest level
Funds – 4 Levels
Organizations – 5 levels
Accounts – 4 levels
Other Banner Features
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On Line Real Time Access to Data,
Transactions and Reports
Can use Microsoft Xcel, Access, Word to
import and export data and for reporting
On Line Document Approvals
Security to limit access to data by
individual or multiple FOAP codes
Banner Information on WEB
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http://www.fau.edu/banner
Crosswalk of SAMAS to BANNER
Organization Codes and Funds:
GO TO: SAMAS Crosswalk to Banner
Please look at this and notify Bob Pope 72712, or Sharon Brown 7-4475 if you see
any problems or missing codes
Accessing Web Finance
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Enter the URL Address:
http://web4.fau.edu:8080
Enter Secure Area
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From main menu, click on Financial
Information Menu
Training Sign On
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During this training session only, your user
i.d. will be:
TRAIN01 to TRAIN25
PIN is 123456
You will be assigned an i.d. by the
instructor
Web Finance I.D.
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You will receive your Web Finance I.D. via
Email AFTER completing the security form
It will start with UPPER CASE Z
Your initial PIN will be 123456
To change your PIN, go to Personal
Settings and select Change PIN
PLEASE DO NOT CHANGE THE PIN FOR
THE TRAIN I.D., HOWEVER
Banner Finance List Serve
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You can subscribe by:
Send an email to Majordomo@wise.fau.edu,
with no subject and no signature and in the
body of the email write:
subscribe bannerfinance-l (The last letter is
lower case L)
To send emails to the list once you are
subscribed send them to:
bannerfinance-l@wise.fau.edu