Reminder: Training for requisitions and approvals is managed by the Purchasing Department. All requisitioners and approvers must complete the training class and successfully answer the related questions before being granted Banner access to these functions.

Table of Contents

My Finance Query 

Creating a Query in My Finance Query

1. Open My Finance Query
   Go to the Finance Self Service menu and select My Finance Query.

2. Start a New Query
   Click New Query to begin building your budget query.

3. Choose the Query Type
   Select the type of query you need (for example, Budget Status by Account).

4. Enter FOAPAL or Index Values
   Fill in the Chart, Fund, Organization, Account, Program, or Index fields as needed.
   Wildcards are allowed if you want to broaden the search.

5. Set Additional Options

   • Choose the fiscal year or period if prompted.

   • Select whether to include commitments, revenues, labor, or transfers (depending on the query type).

6. Submit the Query
   Click Submit to run the query and display your budget results.

7. Review Your Results
   The page will show budget details such as Adjusted Budget, YTD, Commitments, and Available Balance.

8. Optional Actions

   • Save the query for future use.

   • Mark as favorite for quick access.

   • Share the query with others who have the same access.

   • Download to Excel for reporting or analysis.

   • Select a number to drill down and view the related documents or approval history.

Note: In this new system, Budget Amendments are referred to as Journals.

My Journals

 

For instructions on Creating a Journal ( Budget Amendment) visit this article 

Budget Amendment Online System Guide

Managing Your Journal

After submitting or saving your journal, you can manage it from the main journal screen.
From here, you can:

• Edit – Select the pencil icon to make changes.

• Download – Export a copy of the journal.

• Print – Generate a printable version.

• Delete – Remove the journal if it was created in error.

• Save as Draft – Save your progress and return later to complete.

 

 

 

My Requisitions

My Requisitions 
- Save requisition as a draft (Draft status)
- Edit a draft requisition and submit a draft requisition
- Delete a draft requisition
- View requisition status
- Copy a completed requisition
- Add comments (public and private)
- Recall your requisition from Banner Finance Self-Service approvals
- Search and filter requisitions you have created
- Order returned search data
- View a requisition as a PDF

 

 Create Requisition

 

** You can still use the Banner Admin page FPAREQN to create Requisitions. Self Service is optional 

 

View Documents

You can Search and View documents 

 

Approve Documents

See  Approve Requisitions Guide

 

Common Errors and Fixes

Common Error: I031 – “Transaction sign and ‘I’ process are not consistent.”

This error appears when the Debit/Credit amount in the Accounting section does not match the required + or – sign for the type of budget amendment you are submitting.

What it means

Each line on a budget amendment (journal) must use the correct positive or negative sign based on whether you are increasing, decreasing, or transferring between accounts.
If the sign is wrong, Banner cannot process the transaction and shows error I031.

How to fix it

 

• Scroll to the Accounting section of your budget amendment.

• Look at the Debit/Credit field for the line that failed.

• Update the amount to the correct sign:

  • Use a positive amount (+) for increases or “Transfer To” lines.

  • Use a negative amount (–) for decreases or “Transfer From” lines.

• Save and reprocess the amendment.

• Example

  If you are transferring from an account, the line must be –1,000.
  If you accidentally enter +1,000, the system will show the I031 error until corrected.

 

Finance Self Service 9.3 Handbook from Ellucian

 Ellucian Finance Self Service Guide

 

What if I need additional assistance?

If you have any questions please contact Cindy Reed at 386-312-4125 or Beth Dillon at 386-312-4116 in the Business Office.

SJRstate IT is here to help! Reach out to us by:

• Calling the Helpdesk at (386)312-4142
• E-mailing Helpdesk@SJRState.edu