Document Self-Denial / Query By User

FOADOCU

FOADOCU Document by User Form enables the user to display a list of documents originated by a specific user, and to "DENY" approval for a document, returning it to "incomplete" status. Use this feature to re-open documents and correct or delete them, instead of waiting for an approver to disapprove them. (Users can only deny their own documents.)

This form cannot be used for Document Self-Denial if the user has implied approval.

TO DENY A DOCUMENT

1. In the Go To... field on the Banner Menu Form, type FOADOCU. Type <return>.
    
2. Tab to the Document field and enter the number of the document you want to review. COA and Fiscal Year will default. If you don't know the document number, you can enter Document Type, Status and Activity Date range to narrow your search.
    
3. Key [control pagedown] Next Block to display data.
   
   
4. Click on the Deny Document Icon . A message "Document XXXXXXXX has been denied." appears in the Status/Hint Text field.
   
   
5. Type [control q] Exit Screen, click on the Exit icon or Right Click - Exit to return to the Banner Menu Form.

 



TO QUERY DOCUMENTS BY USER

1. In the Go To... field on the Banner Menu Form, type FOADOCU. Type <return>. In the ORIGINAL USER ID field, your ID will default.
    
2. <TAB> to COA. X defaults as the value for the Chart of Accounts field.
   
   
3. <TAB> to FISCAL YEAR. The current fiscal year defaults.
   
   
4. <TAB> to TYPE. Enter REQ, PO, INV, ENC, JV or leave blank to see all documents.
   
   
5. <TAB> to DOCUMENT. Enter the document number, or partial number using wildcards (%), or leave blank for all (example: R000%).
   
   
6. <TAB> to STATUS. Select using the pull-down menu, or leave blank to see all.
   
   
7. <TAB> to ACTIVITY DATE FROM and TO fields. Provide lower and/or upper bounds of date range of interest, or leave blank to see all.
    
8. Key [control pagedown] Next Block to display data.
   
   
9. Select Approval History [FOIAPPH] from the Options Menu, or Right-Click Options-Approval History to see the approval history for a particular document.
   
   
10. Select Document History [FOIDOCH] from the Options Menu, or Right-Click Options-Document History to see the history for a particular document.
    
    
11. Type [control q] Exit Screen, click on the Exit icon or Right Click - Exit to return to the Banner Menu Form.