SSB Document Views

Self Service Banner (SSB) has point and click drill down capabilities on Purchase Orders, Invoices, Journal Vouchers, Encumbrances and Direct Cash Receipts. You will not be able to drill down on eVA Requisitions.

Document view is handy for viewing pending transactions, completed transactions, accounting information, and searches.

To begin, log-in to Eaglelink and click on the Banner Self-Service channel folder.  

Open the View Document link in the SSB channel.

 

 

 

Choose the type of document you wish to view from the 'Choose type:' drop down menu.

SSB allows for Document Searches. Click on the Document Number button to open the search table.

 

Pending are those Journal Vouchers not yet completed.
Posted are those that can be seen on budget reports.

Execute query when all information is entered.

The Search Table allows you to search by the Document Number, User ID, Activity Date, Transaction Date, and the Document Status Indicators of Pending, Posted, or Both.

This example shows a journal Voucher Code Lookup by user ID only.

Selection by User ID will bring forward all documents that meet the search criteria.

Banner will not allow further drill down from this table. You must select the document you wish to view to extract it back to the main page in View Document.

To select, click on the document number.

Submission # and Change Seq# refer to Purchase Order changes in Banner.

Select View document to see the selection

This Journal sample is how the budget tranfer will look on a Journal Form.

 

The rule code column represents the posting codes, or the coded explanation of the transaction.  Here, the Rule code is abbreviated by Rucl, and the code is XDP, for budget transfer.

See Rule codes for transaction postings on document drill downs and budget transaction reports.