Document Overview Tab
The Document Overview tab identifies the document and includes fours fields—Description, Explanation, Total Amount, and Org. Doc #.
The Description field is a required field on every e-doc because it is used to identify the financial transaction and is included in the GL inquiry, standard reports, action list, and document search.
The Explanation and Org Doc# fields allow you to include additional information about the document. The Total Amount field is updated when the document is submitted successfully.
Document Overview tab definition
|
Title |
Description |
|
Description |
Required. Enter the short description for the document. The description appears in the GLGL Inquiry, standard reports, action list and document search a primary identification of the document. |
|
Explanation |
Optional. Enter a more detailed explanation than the information supplied in the description field. |
|
Total Amount |
Display-only. Displays the total amount of accounting lines when the document is submitted successfully. |
|
Org Doc # |
Optional. Enter the value that may include departmental or organizational information. This number is not the same as the Document Number assigned by the KFS. |
Other data fields may
be available in the document overview of specific documents.
Accounting Lines
Tab