Office of Budgeting

Banner Access Form (Fund/Org Budget Codes Guidelines)

Banner Access Form (Fund/Organization Budget Codes Guidelines)

Each individual with access to Banner Native (Finance) and EKU Direct Banner Finance Self Serve is required to fill out a Banner Access Form and attend training classes. (Banner Access Training Information).

Your security access is based on your current position. Below is information to aid in completing the Banner Access Form section Fund/Organization (Budget) Code(s).

Definitions/Instructions
Fund	Specify the funding source.
Org	Identify the organizational unit (department or grant) that is responsible for financial activity.

Banner Access	Identify access for both Banner Native & EKU Direct Banner Finance Self Serve.
Q - Query Only	Allows end user to view/query information only in both Banner Native & EKU Direct Banner Finance Self Serve.
P - Posting Only	Allows end user to set up requisition to fund/org/program code (FOPAL) in Banner Native only (EKU Direct Banner Finance Self Serve not utilized at this time for posting information).
B - Query/View & Posting	Allows end user to query/view information and setup a requisition to fund/org/program code (FOPAL) in Banner Native only (EKU Direct Banner Finance Self Serve not utilized at this time for posting information).

SS Budget Development Folder Access	This is an annual process in the spring of each year for the next year's budget organizations that receive institutional base monies to reallocate into pooled accounts. Only the financial managers and authorized signers are allowed to reallocate these monies. The funds that are allowed to reallocate monies (110000 Unrestricted E&G, 110001 Unrestricted AA & Retention, 110003 Model, 110004 QEP, 110005 WEKU, Various Auxiliary Funds starting with a 3 This listing is subject to change)
Q - Query Only	Allows end user to query/view information that retain to Banner Finance Self Serve Budget Development Folder information.
B - Query/View & Posting	Allows end user to query/view information and reallocate the monies received to pooled accounts annually.
N - No Access	Access is NOT granted to Banner Finance Self Serve Budget Development Folder information. Note: Grant, Foundation, and Temp funds are not allowed to reallocate monies at this time.

Example:

Fund	Org	Banner Access Q - Query Only P - Post Only B - Post & Query	SS Budget Development Folder Access Q - Query Only B - Post & Query N - No Access
110000	600600	Q	N
110000	600100	B	B
110000	600200	B	Q
250000	450000	P	N

An email will be sent from ITDS Security confirming your setup/access to Banner Finance. Once you are in the system if you have any problems with your security access or processes in Banner contact the HelpDesk (622-3000 option 3).