Overview

Users can view various document types in the View Document module, such as purchase orders, requisitions, and a budget transfer (a type of journal voucher). You can also search for a document by user. In this article, you will learn how to search for a document in the View Document module in Self-Service Banner 9.

Solution

View Document
Search for a Document by User
Banner Finance Training Resources

View Document

Go to banner.rowan.edu
Select Log in to Self-Service Banner.
Select Log in using Rowan NetID.
Select the Finance tab.
Select the Finance Dashboard link.
Select the View Document module.
Under Document Type, select the drop-down. You can choose or search for the desired document type. Note: Users can search for the following documents:
- Requisition
- Purchase Voucher
- Invoice
- Journal Voucher
- Encumbrance
- Direct Cash Receipt.
Skip Document Search and enter the document number under the Document Number category. Note: You must enter the document number.
Select View Document.
- You can now view the transaction and delivery dates, accounting type, and distribution. Note: This PDF is for internal use only! If you are searching for a PO, please note that if the approver is no longer at the university then the PO will come up with an error message when you search for the item. This is a known issue. For now review the PO in Banner Administrative Pages and open FOIDOCH.

Note: If you search for a Journal Voucher you will now see the Fiscal Year and Fiscal Period in the PDF.

10. To view approval history, payment dates, documents, and other related documents. Exit out of the PDF.

11. Select Approvals and Related Documents.

You should now see the status of the other related documents (as applicable), such as Requisition, Invoice, Check Disbursement (payments made via direct deposit will display as !30496598), and Receiving Documents. You can also view the approval history, dates, and see if approvals are required. Note: To view transaction dates for check disbursements, invoices, and receiving documents, use the My Finance Budget Query Module and drill down into the budget details. View the Budget Detail article to learn more.

12. Select Back to View Document to do another search.

Search for a Document by User

Select the View Document module.
Under Document Type, select Document Posting History.
Under Document Number, select the magnifying glass icon.
Under User ID, enter the username of the employee who created the document.
Select Execute Query.
You will now see a document list of every document type that was created by the user. Select the desired document to view.

Note: You can copy the document number, update the document type, and paste the document number under Document Number. Select View Document or Approval & Related Documents to view more results.