Description

Type

To search for payment application e-docs, use the default entry of APP. 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 payment applications 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 payment application based on its unique document number, enter the number.

Date Created From

To search for payment applications 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 payment applications 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 payment applications containing a particular description, enter the description.

Organization Document Number

To search for payment applications 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 payment application to a record in the non-Kuali application.

Invoice Applied Customer Number

To search for payment applications based on a particular customer to whom funds have already been applied, enter the appropriate customer ID or use the lookup  to find it. Alternatively, you may specify the customer name in the Invoice Applied Customer Name field (see below).

Invoice Applied Customer Name

To search for payment applications based on a particular customer to whom funds have already been applied, enter the customer name in this field or enter the customer number in the Invoice Applied Customer Number field (see above).

Unapplied Customer Number

To search for payments that had unapplied funds for a particular customer, enter the customer ID or use the lookup  to find it. Alternatively, you may specify the customer name in the Unapplied Customer Name field (see below).

Unapplied Customer Name

To search for payments that had unapplied funds for a particular customer, enter the customer name in this field or enter the customer number in the Unapplied Customer Number field (see above).

Customer Source Code

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

Customer External ID

To search for payment application documents based on a particular customer external ID, enter the customer external ID.

Processing Chart Code

To search for payment applications 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 payment applications 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 payment applications 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 payment applications 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 payment applications 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 payment applications 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.

Financial Document Reference Invoice Number

To search for payment applications based on an associated invoice reference number, enter the appropriate number.

Customer Payment Medium Identifier

To search for payment application documents based on a particular payment medium, specify the medium. Payment medium codes identify different means of payment. For example, payment may occur via Cash Receipt e-doc, through the KFS Wire Claim process, from a lockbox, via credit card, etc.

Invoice Reference Number

To search for payment applications based on an associated invoice reference number, enter the appropriate number.

Ledger Document Type

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

Total Amount

To search for payment applications based on the total amount, enter the amount.

Search Result Type

To view the payment applications 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 payment applications, click Workflow Data.

Name this search (optional)

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