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APPROVAL INSTRUCTIONS – QUICK VERSION

GUI 4.2

How will I know if there are requisitions awaiting my approval?

At direct access type FOIAINP – press enter. This form displays the number of documents awaiting your review. Control + q to exit.

APPROVING REQUISITIONS

1. At direct access type: FOAUAPP - User Approval Form- press Enter

(Your name should appear in User ID).

**Note-You can also access this form from the General Menu screen

2. Page Down- Requisition to be approved should appear.

3. To review the requisition before approving it-

TAB to Detail- Press ENTER - this shows the index and amount to be charged-

To review line items: Click on View Commodities.

To review document: Click on Document Query.

This will take you to the requisition for review- page down through it to view.

Control + q to exit and Control + q again to get back to the approval form.

TO APPROVE

TAB to approve -press ENTER - (Or Using Mouse Click on Approve)

*A box will open up with a message- Document is approved-

*Click on - OK

*A box will open up with the message – Document has your approval – click on OK.

Message at the bottom of screen-Transaction complete:1 record applied and saved

Control + q to exit

TO DISAPPROVE

TAB to disapprove – ENTER (or Using Mouse Click on Disapprove)

*A box will open up with a message- Document is disapproved- Click on OK.

*A box will open with the message – Document has been disapproved by you – click on OK.

Message at the bottom of screen-Transaction complete:1 record applied and saved

Control + q to exit

 

 

 

 

 

SYSTEM SIGN-OFF

When you have completed your BFS session, you need to sign-off the system. Press Control + q twice.

  1. Banner will show an alert box "Are you sure you want to exit this Banner 2000 session." Click Yes.

*This is the new step added from the Banner upgrade

rac 8/11/00

L\PROCURE\INSTRUCTIONS

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Last Modified: Fri Aug 16 12:20:51 EDT 2002
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