1108 Approval Routing
Fiscal Operations Manual
Section 1100: Banner Processes
All Purchase Orders (POs), FIS Banner Invoices, and Journal Vouchers (JVs) require approval. Separation of duties between document input and document approval protects the University and the employee. There are three different steps to the input and approval process:
- Payment authorization on the vendor invoice itself - indicates that the item or service was received and used for University Business
- Inputting the document into FIS Banner
- Payment approval through FIS Banner
These activities must be by at least two different people. The functions of inputting the document into FIS Banner and Approving payments MUST NOT be performed by the same person. In no instance should a staff member who is an invoice payee be involved in the processing (entering or approving) of that document.
To approve documents, go to FOAUAPP in FIS Banner or go to Banner Self Service via OSU Online Services. The following document types will be shown:
- Invoices (includes Credit Memos)
- Journal Vouchers
- Purchase Orders
Approval routing is based on organizational hierarchy, fund hierarchy, and/or account code.
Final approval authority and responsibility rests with the Business Centers for most invoice amounts up to $99,999.99 depending upon the respective account code. Business Affairs is the final approval for all invoices for which departmental final approval authorization has not been previously delegated. Upon final approval in FIS Banner, by either the delegated Business Center or Business Affairs, payment will be issued to the vendor for goods and services received.