BANNER FIS FORMS
FWIBDST - Organization Budget Status Form; contains revenue and expenditures by account codes
Enter the following required data:
Chart: Chart-of-account, enter E
Fiscal Year: Enter two digits
Fiscal Period: The accounting period, may leave blank. If left blank, the data is
from July 01 to the current date. The accounting period range is 01
through 12; 01 = July, 02 = August, 03 = September.
Index: Six (6) alpha and numeric characters. This code typically contains
the fund, organization, and program codes. If index is used, fund,
organization and program codes should be left blank.
[ENTER]
Fund: Six (6) digits; if query by fund, leave index code blank.
Organization: Six (6) digits; if query by organization, leave index code blank.
Program: Five digits (5) digits; if query by program, leave index code blank.
Account: Five (5) characters; leave blank to view all accounts or enter specific account.
Account Type: Two (2) digits; higher level account. If account type is used, account code must be blank. For example, Account type 61= Unclassified salaries, Account type 71= Services and supplies
Activity: Four (4) characters
Location: Leave blank
After entering the accounting code, press Page Down key to view data. Click on Rollback icon to start a new query;
To View account details:
Click on account , select Option, Transaction Detail Information. Banner will navigate you to the Detail Transaction Activity page. To view a transaction from this page, click on the account field, then click Options, Query Document, you’ll be on a query form for purchase order, invoice or journal voucher, press Page down (you may have to do this more than once) to drill own to the detail of this transaction.
FWIBSUM - Organization Budget Summary Form; contains revenue and expenditures by category of accounts
Enter the following required data:
Chart: Chart-of-account, enter E
Fiscal Year: Enter two digits
Fiscal Period: The accounting period, may leave blank. If left blank, the data is
from July 01 to the current date. The accounting period range is 01
through 12; 01 = July, 02 = August, 03 = September.
Organization: Six (6) digits; if query by organization, leave index code blank.
Fund: Six (6) digits; if query by fund, leave index code blank.
Program: Five digits (5) digits; if query by program, leave index code blank.
Activity: Four (4) characters
Level 1: highest summary level of total revenue, labor costs, general expense and
transfers
Level 2: summary of different categories of revenue and expenditures
Press Page down key to view data. Click on Rollback icon to start a new query.
Note: Since this is a summary form, you will not be able to see the details of each account. If you need to view the details, use form FWIBDST.
Banner Fis forms –rev/exp 5/26/2017