Reviewing Document History

FOIDOCH

The complete history of acquisitions documents is available on FIS Banner from the FOIDOCH form. This form displays the document numbers (e.g., Requisition#, PO#, Invoice#, Check#) for all documents linked by an original transaction. For example, from FOIDOCH you can trace how a requisition turned into a purchase order, turned into an invoice, and then was paid by check.

1. In the Go To... field of the Banner Menu Form, type FOIDOCH. Type <return>.
   
   
2. You will see the cursor in the DOCUMENT TYPE field. Enter the DOCUMENT TYPE code:

• REQ Requisition
• PO  Purchase Order
• ISS Issues
• INV Invoice
• CHK Check Disbursement
• RTN Returns
• RCV Receiving Documents
• FAS Asset Tag
• FAA Asset Adjustment
• (BID is currently unused by UCSC.)

Note: Most Document Type Codes are 3 characters (INV, CHK, etc.), and upon entry the cursor automatically moves to the DOCUMENT CODE Field. The 2 character code PO (Purchase Order) requires a <TAB> to move to the Document Code field.

3. In the DOCUMENT CODE field, enter the document number. If uncertain, type [F9] List Field Values to search. For instructions on searching, see Query Techniques.
    
4. Type [control page down] Next Block to transfer to the block indicated by your document type selection (step 2). The screen will fill with the document numbers related to the document you entered in the DOCUMENT CODE field. The one-character field to the right of each related document number contains the status code. Click on the View Status Indicators option to review the status codes, as shown in the figure below. All documents except Returns will have a status indicator if they have been completed. Returns have no status code, so the code field will always be blank in the Return box. An Asset Tag status indicator is shown for a permanently-tagged item only. To return to FOIDOCH from the Status Indicator window, click on the Cancel button at the bottom of the list of Status Indicators.
    
5. To view the details of your document, you can either: right-click anywhere on the window and select "Document Info" (where Document = Doc Type), key F3, or go to Menu Bar:Options and select "Document Info" (where Document = Doc Type). To view the details of the other documents, use [control page down] Next Block, or [control page up] Previous Block, to navigate between document types (i.e., Request, PO, Invoice) until the cursor is on the document you wish to view.

Note: If any other documents are linked to the query document, the system will also display their document numbers.


Note: If the STATUS BOX to the right of your document number is blank, the document has not been completed. (Doc type "Return" is the only exception.)

6. To enter a new query, you can either: right-click anywhere on the window and select "Rollback", key Shift-F7, click on the Rollback icon or go to Menu Bar: File and select "Rollback". Then repeat steps 2-5.