How to Terminate a FOP Combination

Complete Video Transcript:

How to use the Finance New FOP system to request a FOP termination.

From the Finance New FOP home screen, select FOP and Org Maintenance, from either the Common Task side bar or under the Functions dropdown menu.

On the FOP and Org Maintenance screen, select the chart. Then, select, terminate organization/FOP.

To complete the terminate organization/FOP form, start by selecting FOP. This will load the rest of the form.

Enter the fund code and organization code.

Then select the program code from the dropdown list.

Continue down the form to enter or select the termination date.

Enter a detailed explanation for why this FOP is being terminated.

Below the explanation is the FOP termination checklist. The FOP must be clear of all items on this list to be submitted.

The finance new FOP system will automatically check the FOP for all items on the list and, when needed, provide contact details for any items that do not pass.

The check will only run after selecting submit, but does not automatically save the form. It is good practice to save the request first.

A notification will appear stating: Record Inserted, indicating the request has been successfully saved.

Select submit to run the check. The termination request will automatically submit if it passes all items on the checklist.

If it does not pass, the details and instructions for correction will populate in the available space.

Any errors must be corrected. When complete, select submit again to verify it passes all items on the checklist and route the request through approvals. Email notifications alert the originator and the approvers when action is required or completed.

To view requests and approvals progress, open the Inbox, located in the Functions dropdown menu or on the home screen under the Common Task side bar.

The status code shows where the request is in the approvals queue. Approved requests will remain visible for 7 days. Rejected requests are automatically removed after 21 days, if no action is taken to resubmit.

Thank you for listening. Accounting Services hopes this video has been helpful.