FOAPAL Authorization Request
FOAPAL stands for six key elements of finance data in Banner: Fund (F), Organization (O), Account (A), Program (P), Activity (A), and Location (L). The Fund, Organization, Account, and Program codes (FOAPs) are primary chart of accounts elements used for classification, budgeting, recording, and reporting. Activity and Location codes provide additional performance-related details for transactions.
FOAPAL authorization, also known as Fund-Organization Access, is crucial in Banner as access to any (University and Foundation) finance data is based on the authorized/established Fund/Organization Access for an individual. Depending on the Fund/Organization access granted, individuals can view associated budget information, initiate purchase requisitions against budgets, approve or disapprove requisitions created by others, and perform authorized budget transfers.
To determine your or others' Fund/Organization access, run Fund & Organization (Budget) Access reports.
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View Only Access: Allows individuals to run My Finance Query and generate Bear Finance Reports (if Argos access is granted) for budgets associated with specific Fund and Organization codes.
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Originator Access: Provides "View Only" access and enables individuals to initiate online purchase requisitions through My Requisition in Finance Dashboard for items funded to budgets associated with specific Fund and Organization codes.
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Approver Access: Includes "View Only" and "Originator" access, allowing individuals to act upon online purchase requisitions or perform authorized budget transfers through My Journals in Finance Dashboard for items associated with specific Fund and Organization codes. Approvers are also responsible for approving "View Only" or "Originator" access requests for others, provided it relates to the Fund/Organization over which they have authority.
To request Approver Access, please submit a FOAPAL Authorization - Approver Request.
This form serves as the means to replace approver access, which is manually granted by the Banner Finance office. Users will receive notifications when access is granted.
To request Originator or View Only Access, kindly submit a FOAPAL Authorization - Originator/View Request.
Originator/View access is granted by the fund-organization approver(s) through an automated system. Approvers will receive email notifications for requests and can take action to approve or deny your originator/view access request.
Once Approver Access is established, request for View Only or Originator Access can be submitted through FOAPAL Authorization - Originator/View Request. Approvers have the option to expedite requests for View Only or Originator Access by initiating the request themselves, granting access automatically without additional approvals.
Refer to the FOAPAL Authorization - Originator/View Quick-Guide for instructions and assistance.
For the removal of current access or any other inquiries, please email remove current access, please email BannerFinance@MissouriState.edu.
It's important to note that the Banner Finance Office does not make changes to an individual's access without authorization from departments. Therefore, it is the department's responsibility to authorize changes when individuals relocate to different offices or leave.
FOAPAL Authorization/Fund-Organization Access (view, originator, or approver) does not include Argos Bear Finance access. Similarly, Fund-Organization Access does not grant PAF access, as HR controls PAF access. This access is unrelated to P-Card access; for P-Card-related access, please reach out to Procurement Services.