How can I ensure that cash receipt documents created in my organization route to me before going to the Bursar?
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Since cash receipt documents route directly to the bursar, there is no way to place yourself in the review hierarchy for this document. However, having your staff utilize the ad hoc routing feature would provide them with the option of ad hoc routing the documents to you for approval before they enter the normal routing process.
To activate the ad hoc routing feature:
- Select Options, then User Options from the menu bar to display the User Profile Options window.
- Click in the small white box to the right of Ad hoc Routing to insert a checkmark in the box.
- Choose the Set for This Session Only button if you want the ad hoc route feature to shut off when you log out of the system. Choose the Save User Profile button if you wish to leave ad hoc routing turned on indefinitely, then select the Return button.
To use the ad hoc routing feature:
- Create your document as usual, then select the OK button to route the document.
- The system will present a dialog box asking whether you wish to ad hoc route the document. Selecting No will cause the document to route as usual. However, selecting Yes will bring up the Ad Hoc Routing window.
- The user id of the person to whom the document should be ad hoc routed--in this case your user id--will be entered by the initator, as well as a brief explanation of the reason the document is being ad hoc routed.
- Since you want the documents to come to you before going through the normal routing process, the initiator must select the Route for Approval button.
- An additional dialog box will then be presented asking if the user wishes to ad hoc route the document to an additional person. Selecting Yes will allow the user to ad hoc route the document to additional FIS users. Selecting No will finalize the transaction, and the document will then route to the person specified in the Ad Hoc Routing window.
Following these steps will ensure that the documents route to you before going to anyone else.
Document Information:
Filename: kb-262
Date:
7/19/00
User:
spollard
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