Description

Type

To search for all types of financial transaction documents, 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 document, 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 document you have specified.

To search for financial transaction documents 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 document based on its unique document number, enter the number.

Date Created From

To search for financial transaction documents 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 documents 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 documents containing a particular description, enter the description.

Organization Document Number

To search for financial transaction documents 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 document to a record in the non-Kuali application.

Chart Code

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

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

Total Amount

To search for financial transaction documents based on the total amount, enter the amount.

Search Result Type

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

Name this search (optional)

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