Description

Type

To search for all types of financial transaction e-docs, use the default entry of KFST. Or, to search for a particular type of financial transaction (Advance Deposit, Auxiliary Voucher, etc.) or any other 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 financial transaction e-docs initiated by a particular user, enter the person's username (principal name) or use the lookup  to find it.

Document/Notification ID

To search for a financial transaction e-doc based on its unique document number, enter the number.

Date Created From

To search for financial transaction e-docs 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 financial transaction e-docs 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 financial transaction e-docs containing a particular description, enter the description.

Organization Document Number

To search for financial transaction e-docs 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 cash control e-doc to a record in the non-Kuali application.

Chart Code

To search for financial transaction e-docs associated with a particular chart, select the appropriate chart from the list or use the lookup  to find it.

Account Number

To search for financial transaction e-docs associated with a particular account, enter the appropriate account number or use the lookup  to find it.

To search for financial transaction e-docs associated with a particular organization, enter the appropriate organization code or use the lookup  to find it.

Total Amount

To search for financial transaction e-docs based on the total amount, enter the amount.

Search Result Type

To view financial transaction e-docs in their entirety, click Document Specific Data. To retrieve only the routing status, date created, and route log for these financial transaction e-docs, click Workflow Data.

Name this search (optional)

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