Auto Finance Calculator Tax

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    Internet Native Banner
  Finance Navigation Guide

       Revised 12/29/2005
                                 TABLE OF CONTENTS

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 ----------------------------------------------------------------------------- 11
   Types of Forms ----------------------------------------------------------------------------- 12
   Naming Conventions ---------------------------------------------------------------------- 16
   Accessing Forms --------------------------------------------------------------------------- 18
Wildcards ----------------------------------------------------------------------------------------- 22
Banner Shortcuts ------------------------------------------------------------------------------- 23

Navigating Banner Finance

Finance Main Menu
Menu Bar

                              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.

                                                          My Links
                                   Tree Menu

 Auto Hint/Status Line     Message 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

Window Menu – allows user to arrange the display of open windows in a form

Help Menu – contains various help tools, image displayer, calculator and
    Online Help – displays online information for forms, windows, block and

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
   SCT Banner Bookshelf – Provides electronic access to hardcopy SCT
     Banner documents
   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 SCT Banner – Displays the current form name, release number,
     date, and time

Toolbar Overview
Set of icons that represent shortcuts for performing common functions

    Save
      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

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    Information



Form Components

All Banner forms consist of Blocks, Fields, Records, Windows, and Pop-up

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

       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

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.

      Cursor is allowed in the field
      Information in the field is displayed in black text

       Cursor is not allowed in the field
       If information exists in the field, it cannot be changed

   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

Window – A framed portion of a form. A form may have multiple windows. The
first window in a form is called the main window. All other windows in the form
have their own unique names. Multiple windows can be open at the same time.
Not all windows are the same size; therefore the user may only see parts of more
than one window if multiple windows are open at the same time.

A window pane is an area of the window that has more fields than what appear in
the window at one time. A pane is usually bordered by a solid line. A pane also
includes a horizontal scrollbar at the bottom to scroll back and forth among
columns of the pane.

Form Components, continued

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

Parts of a Form
                       Title Bar


  Radio Button                                   Checkbox

                             Search Icon

                 Pull-down List
                 n List
Title Bar                                   Displays the form’s descriptive name, the
                                            seven-character ID name, the software version
                                            number and the database name.
Search Icon                                 Displays the set-up form that contains the pre-
                                            entered data to select from.
Pull-down List                              Used to select a field value from a list of pre-
                                            defined values. A down arrow in the right side
                                            of the field indicates that the field has a pull-
                                            down list.
Tabs                                        Tabs are used to arrange information in a
                                            meaningful way, and allow user-friendly
                                            navigation between groups or blocks of
Radio Button                                Used to select one of several options. Only one
                                            radio button can be selected at a time.
Checkbox                                    Used to enable or disable features or options.

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)

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)

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)

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.

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    Accounts Payable
B    Budget Development
C    Cost Accounting
E    Electronic Data Interchange
F    Fixed Assets
G    General Ledger
I    Investment Management
N    Endowment Management
O    Operations
P    Purchasing/Procurement
R    Research Accounting
S    Stores Inventory
T    Validation form/table
U    Utility
V    Reserved-Canadian Solution Center
X    Archive/Purge

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    Application
B    Base Table
I    Inquiry
P    Process
     Rule Table, Repeating Table, Report or
R    Process
V    Validation
M    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

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.

Accessing Forms, continued

F5 Function Key to access ‘Go To’ Field

Options Menu from within a Form

Accessing Forms, continued

List of forms accessed during current session stored in the File Menu

Direct Access

Accessing Forms, continued

Site Map

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


              Desired Result             Criteria
All entries beginning with ‘St’          St%
All entries ending with ‘ver’            %ver
All entries containing ‘Van’             %Van%
All entries containing an unknown        %_Van%
character, then ‘Van’

                       Appendix E: Banner 7 Keystrokes, Icons, and Menus

Function                                        Keystroke          Icon   Drop-down Menu

Clear Form/Rollback                             Shift + F7                File; Rollback (Alt+F; R)
Next Block                                      Ctrl + Page Down          Block; Next (Alt+B; N)
Previous Block                                  Ctrl + Page Up            Block ;Previous (Alt+B; P)
Clear Item/Field                                Ctrl + U                  Item; Clear (Alt+I; C)
Duplicate Item/Field                            F3                        Item; Duplicate (Alt+I; D)
Next Item/Field                                 Tab or Enter              Item; Next (Alt+I; N)
Previous Item/Field                             Shift + Tab               Item; Previous (Alt+I; P)
Delete Backward                                 Backspace
Delete Character                                Delete
Clear Record                                    Shift + F4                Record; Clear (Alt+R; C)

Delete/Remove Record                            Shift + F6                Record; Remove (Alt+R; R)
Duplicate Record                                F4                        Record; Duplicate (Alt+R; D)

Insert Record                                   F6                        Record; Insert (Alt+R; I)

Next Record                                     Down Arrow                Record; Next (Alt+R; N)

Previous Record                                 Up Arrow                  Record; Previous (Alt+R; P)
Next Set of Records                             Page Down                 Query; Fetch Next Set (Alt+Q; F)
Previous Set of Records                         Page Up

Cancel Query                                    Ctrl + Q                  Query; Cancel (Alt+Q; C)
Count Query Hits/Search & Display More Detail   Shift + F2                Query; Count Hits (Alt+Q; H)

Enter Query                                     F7                        Query; Enter (Alt+Q; E)

Execute Query                                   F8                        Query; Execute (Alt+Q; X)

Save                                            F10                       File; Save (Alt+F; S)
Exit                                            Ctrl + Q                  File; Exit (Alt+F; X)

Print                                           Shift + F8                File; Print (Alt +F; P)
List of Values                                  F9                        Help; List (Alt+H; L)

View/Send Message
Display Error                                   Shift + F1                Help; Display Error (Alt+H; D)
Help                                            F1                        Help; Help (Item Properties) (Alt+H; H)
Show Function Keys                              Ctrl + F1                 Help; Show Keys (Alt+H; S)

Online Help


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