Viewing Transaction Activity Using FGITRND

The Detail Transaction Activity page (FGITRND) shows the details of a transaction and can provide a list of all transactions posted to a particular Fund and Organization combination. Refine the query by adding Account, Program, Activity, and Location codes, or searching by accounting period.

 

1.    Type FGITRND in the Search field and press ENTER.

2.    Type the Chart code in the COA field (if necessary).

3.    Type the two-digit year in the Fiscal Year field.

4.    Type the Fund code in the Fund field.

5.    Type the Organization code in the Organization field.

6.    Type the Program code in the Program field.

7.    Click the Go button.

8.    Enter your search criteria.

9.    Click the Go button.

10.  Review the results.

       NOTE: This process is available for all Banner documents, not just invoices.

11.  If the document is a reservation or encumbrance (indicated by RSV or ENC in the Field column) select Detail Encumbrance Info (FGIENCD) from the

       Related menu to view the details.

       OR

       Select Query Document [By Type] from the Related menu.

12.  Click the Go button.

13.  Review the results.

       NOTE: Select Document Text (FOATEXT) from the Related menu if needed.

14.  Click the Close button to return to the Detail Transaction Activity page (FGITRND).

15.  Click the Close button to return to the main menu.

 

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Last Updated: October 22, 2018