Field by field, millions of financial historical records are being converted from CUFS and 1032 to tables in the new Banner Finance System. Two full fiscal years, 2000 and 2001, of data will be available in the new system at the Finance go-live date of January 2, 2002. Inception-to-date and monthly balances are being converted into Banner for fund-org-account, allowing users to get quick and accurate snapshots of fiscal year comparisons.

At the department level, historical data may be less useful because, except for personnel accounts, there will be no fourth level account detail (equivalent to CUFS object codes) and no transactional detail. Users who need history for either individual object codes or detailed transactions will access the data via 1032 using the crosswalk and detailed ledgers. The restructuring of the chart of accounts (e.g. certain funds were broken out or combined) may also make reconciling CUFS history to Banner difficult in some cases. Even with these limitations, it is expected that users will appreciate the value of the historical data at their fingertips for trend analysis and decision-making. According to our SCT consultants, we are the first and only clients they have worked with to load any historical data into Banner tables. Most campuses simply build the detail over time and after a couple years they are able to report on prior year data.

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Last Revised: Monday July 26, 2004 11:01:51 AM