How can I be sure all the TP documents I have initiated will make it through the approval process in time for year end closing?
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This is an area where FMS needs assistance from you as a TP user. As the end of the
fiscal year approaches we are asking that you closely monitor the routing/approval process
for the documents you initiate. You will want to make sure documents with a status other
than A (approved), C (canceled), or E (extracted to TOPS) are approved in a timely manner.
You can do this by taking the following steps:
- From the TP Welcome screen, select the "Search for Documents" button to
retrieve the Search screen.
- Tab into the Status field and make the following entry: !A&!C&!E
(This means not A, not C, and not E; remember to use your F2 key before
each ! and & entry)
- Tab into the Initiator field and type in your user id
- Conduct a search by clicking the Search button
The system will then display all documents initiated by you, with a status other than A
or C. By placing your cursor on any one of the document numbers and clicking the Routing
button, you can view the routing log for the document to see where it is in the routing
process. At this point you can determine whether or not you need to follow up with anyone
to speed up the approval process.
Document Information:
Filename: kb-135
Date: 01/26/1998
User: cohenou
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