Guidelines

(10)   Banner Inquiry Screens

FGIBAVL - Budget Availability Status Form

• A summarized view by budgeted pooled accounts, will show expenditures, commitments and available balances.
  
  Account Series:
  600000 - Personal Services (Payroll)
  700000 - Other Expenses (OE)
   

FGIBDSR - Executive Summary Form

• A summarized view of ALL accounts; will show expenditures, commitments and available balances.

• Are able to navigate to a detailed view of each individual account.

FGIOENC - Organizational Encumbrance List Form

• Screen will list all open encumbrances for a specific department.

• Are able to navigate to a detailed view of each individual open encumbrance.  This will show all payments and change orders against the encumbrance.

FGIENCD - Detailed Encumbrance Activity Form

• A detailed view of a specific encumbrance (e.g. Personal Service Agreement, Purchase Orders).

• Illustrates any changes (e.g. change order, payments, liquidation) to the encumbrance.

FOIDOCH - Document History Form

• Illustrates the document history for a specific document (e.g. Purchase Order, Invoice) and all documents related to it.  (Note:  Does not work with Travel Authorization).

        Document Types
        INV    Invoices
        PO     Purchase Orders
        REC   Receiving Documents
        REQ  Requisitions

Budget questions can be directed to Kimberly Chagnon X22551 or Lucy Cannamela X22502.