When you select Disbursement Vouchers from the Main Menu, the system displays the Document Lookup screen. Although you may use this screen to search for any type of e-doc, it initially displays fields that are especially helpful in searching for disbursement vouchers.
Disbursement Vouchers Document Lookup screen
Title |
Description |
Type |
To search for disbursement vouchers, use the default
entry of DV. To search for another type of e-doc, enter the
appropriate type code or use the lookup
|
Initiator |
To search for disbursement vouchers initiated by a particular user, enter the person's username (principal name) or use the lookup |
Document/Notification ID |
To search for a disbursement voucher based on its unique document number, enter the number. |
Date Created From |
To search for disbursement vouchers created during a
particular period of time, enter the first date in the desired range of
dates. You may also use the calendar icon |
Date Created To |
To search for disbursement vouchers created during a
particular period of time, enter the last date in the desired range of
dates. You may also use the calendar icon |
Document Description |
To search for disbursement vouchers containing a particular description, enter the description. |
Organization Document Number |
To search for disbursement vouchers containing a particular organization document number, enter the number.
|
Payee ID |
To search for disbursement vouchers based on the ID code for the particular person or business to which the disbursement is paid, enter the appropriate payee ID. |
Payee Name |
To search for disbursement vouchers based on the name of the particular person or business to which the disbursement is paid, enter the appropriate name. |
Payment Reason Code |
To search for disbursement vouchers based on a
particular payment reason, select the appropriate payment reason code from
the list or use the lookup |
PDP Extraction Date |
To search for disbursement vouchers based on the date they were extracted for payment processing by PDP, enter the appropriate date. |
PDP Paid Date |
To search for disbursement vouchers based on the date they were disbursed by PDP, enter the appropriate date. |
PDP Cancelation Date |
To search for disbursement vouchers based on the date they were canceled within PDP, enter the appropriate date. |
|
To search for disbursement vouchers based on the chart
of the account affected, select the appropriate
chart code from the list or use the lookup |
Account Number |
To search for disbursement vouchers based on the
account affected, enter the account number or use the lookup |
Organization Code |
To search for disbursement vouchers based on the
organization affected, enter the organization code or use the lookup |
Ledger Document Type |
|
Total Amount |
To search for disbursement vouchers based on the total amount of the disbursement voucher, enter the amount. |
Search Result Type |
To view the disbursement vouchers 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 disbursement vouchers, click Workflow Data. |
Name this search (optional) |
To save this set of search criteria for later use, enter a name for it. |
In many fields you may use special
characters to search on a partial entry. For information about using special
characters to search, see Data Entry Tips.
For information about using
features and options that are common to all types of custom document searches
and working with the search results, see Performing Custom Document Searches.
After you select a disbursement voucher from the search results, the system displays it in view-only mode.
For information about the fields
on a disbursement voucher, see Document
Layout in the Disbursement Voucher
section.
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