Description

Type

To search for customer credit memos, use the default entry of CRM. To search for another type of e-doc, enter the appropriate type code or use the lookup  to find it.

    If you change the Type entry and move the cursor to another field, the system displays fields appropriate to the type of e-doc you have specified.

To search for customer credit memos initiated by a particular user, enter the person's username (principal name) or use the lookup  to find it.

Document ID

To search for a customer credit memo based on its unique document number, enter the number.

Date Created From

To search for customer credit memos created during a particular period of time, enter the first date in the desired range of dates. You may also use the calendar icon  to select the date. The default is today's date.

Date Created To

To search for customer credit memos created during a particular period of time, enter the last date in the desired range of dates. You may also use the calendar icon  to select the date.

Document Description

To search for customer credit memos containing a particular description, enter the description.

Organization Document Number

To search for customer credit memos containing a particular organization document number, enter the number.

    This number is typically used to identify a related record in another campus system (for example, a customer relationship management system, an order processing system, etc.).  When used in this way, the entry ties a KFS customer credit memo to a record in the non-Kuali application.

Customer Number

To search for customer credit memos based on a particular customer number, enter the customer ID or use the lookup  to find it.

Customer Name

To search for customer credit memos based on a particular customer name, enter the name.

Customer Source Code

To search for customer credit memos documents based on a particular customer source code, enter the customer source code from the drop down list or use the lookup to find it.

Customer External ID

To search for customer credit memos documents based on a particular customer external ID, enter the customer external ID.

Processing Chart Code

To search for customer credit memos based on the processing organization associated with them, use this field and the Processing Organization Code field (see below). Select the appropriate chart code from the list or use the lookup  to find it.

Processing Organization Code

To search for customer credit memos based on the processing organization associated with them, use this field and the Processing Chart Code field (see above). Enter the appropriate organization code or use the lookup  to find it.

Billing Chart Code

To search for customer credit memos based on the billing organization associated with them, use this field and the Billing Organization Code field (see below). Select the appropriate chart code from the list or use the lookup  to find it.

Billing Organization Code

To search for customer credit memos based on the billing organization associated with them, use this field and the Billing Chart Code field (see above). Enter the appropriate organization code or use the lookup  to find it.

Chart Code

To search for customer credit memos for a particular account, use this field and the Account Number field (see below). Select the appropriate chart code from the list or use the lookup  to find it.

Account Number

To search for customer credit memos for a particular account, use this field and the Chart Code field (see above). Enter the appropriate account number or use the lookup  to find it.

Invoice Item Code

To search for customer credit memos specifying a particular item, enter the item code.

Invoice Reference Number

To search for customer credit memos based on an associated invoice reference number, enter the reference number.

Batch ID

To search for customer credit memos based on an associated batch ID, enter the batch ID.

Ledger Document Type

To search for customer credit memos associated with a particular ledger document type, enter the appropriate type code or use the lookup  to find it. 

Total Amount

To search for customer credit memos based on the total amount, specify the amount.

Search Result Type

To view the customer credit memos in their entirety that match your search criteria, click Document Specific Data. To retrieve only the routing status, date created, and route log for these customer credit memos, click Workflow Data.

Name this search (optional)

To save this set of search criteria for later use, enter a name for it.