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UAFR - Banner Document History Query Page (FOIDOCH)

Banner Document History Query Page (FOIDOCH)
  • The Banner Document History Query Page (FOIDOCH) is a useful tool to search for a purchase order (PO) or invoice record in order to view data related to those documents.
  • Searching for a PO will allow the user to see which invoices are associated with the PO and which OTag records were created under the PO. Searching for an invoice will allow the user to see the specific OTag records associated with the invoice.
  • The FOIDOCH page also gives details related to the status of a PO or invoice and which payments have been processed for the listed invoices.
  • The FOIDOCH page provides read-only access to information and it is not possible to use this page to change any property record data directly in Banner.

Accessing Banner

To access Banner, follow the steps below.

  1. Open a web browser, such as Google Chrome.
  2. Go to https://apps.uillinois.edu/banner/.
  3. Select the Connect to Banner Administrative Pages button.
  4. Enter your NetID and Password in the appropriate fields.
  5. Select the LOG IN button.

Steps to Use FOIDOCH

To use the FOIDOCH query page, follow the steps below.

  1. Enter FOIDOCH in the Search field and select Enter.
  2. Enter PO or INV in the Document Type field or select the Search button to select an appropriate document type.
  3. Enter a purchase order or invoice number in the Document Code field or select the Search button to search for a document code.
  4. Select the Go button.
  5. Select the Document Code to view a particular document.
  6. Select Query Document [BY TYPE] from the Related menu.
  7. Select the Close button to close the page when done.

Common FOIDOCH Field Definitions

Review the table below to learn about the fields most commonly used for equipment management.

Caption

Field Name

Input Data

Usage

Document Code

Validated Text Entry

Code representing the document you want to retrieve.

Document Number

Display

Title of the results column showing all the documents associated with the original Document Code entered.

Document Type

List of Values

The 2 or 3-letter abbreviation for the Document Type, such as “INV” for invoices or “PO” for purchase orders.

Document Type Description

Display

Title of the results column spelling out all the Document Types associated with the original Document Code entered

Status

Display

The 1-letter status of the associated document, such as A=Approved or T=Tagged Permanently.

Status Description

Display

Long description of the Document Status.



Keywords:
Banner Document History Query Page (FOIDOCH) 
Doc ID:
120834
Owned by:
Learning Systems Support in UI Training and Development Resources
Created:
2022-08-23
Updated:
2024-02-02
Sites:
University of Illinois Training and Development Resources