Description

Type

To search for payment request e-docs, use the default entry of PREQ. 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 requests 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 payment request based on its unique document number, enter the number.

Date Created From

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

Organization Document Number

To search for payment requests 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.

Payment Request Number

To search for a payment request based on its payment request number, enter the appropriate number.

Invoice Number

To search for payment requests for a particular invoice, enter the appropriate invoice number.

Purchase Order #

To search for payment requests associated with a particular PO, enter the appropriate PO number.

Requisition #

To search for payment requests associated with a particular requisition, enter the appropriate requisition number.

Vendor #

To search for payment requests from a particular vendor, enter the appropriate vendor number or use the lookup  to find it.

PO Chart Code

To search for payment requests affecting accounts in a particular chart, enter the appropriate chart code or use the lookup  to find it.

PO Organization Code

To search for payment requests affecting accounts in a particular organization, enter the appropriate organization code or use the lookup  to find it.

Process Campus

To search for payment requests processed by a particular campus, enter the appropriate campus code or use the lookup  to find it.

Customer #

To search for payment requests for a particular customer, enter the appropriate customer number.

Invoice Date From

To search for payment requests associated with invoices 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.

Invoice Date To

To search for payment requests associated with invoices 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.

Pay Date From

To search for payment requests paid or scheduled to be paid 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.

Pay Date To

To search for payment requests paid or scheduled to be paid 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.

AP Processed Date From

To search for payment requests submitted by an Accounts Payable processor 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.

AP Processed Date To

To search for payment requests submitted by an Accounts Payable processor 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.

Extracted

To search for payment requests based on whether or not they have been extracted to the Pre-Disbursement Processor for disbursement processing, click Yes, No, or Both.

To search for payment requests based on whether or not they have been placed on hold, click Yes, No, or Both.

Request Cancel

To search for payment requests based on whether or not the requests have been canceled, click Yes, No, or Both.

To search for payment requests based on their status, select the appropriate status from the list.

Receiving Required

To search for payment requests based on whether or not receiving is required, click Yes, No, or Both.

Payment Request Positive Approval Required

To search for payment requests based on whether or not positive approval is required before the request can be fulfilled, click Yes, No, or Both.

Chart Code

To search for payment requests associated with a particular chart, select the appropriate chart from the list or use the lookup  to find it.

Account Number

To search for payment requests based on the account affected, enter the appropriate account number or use the lookup  to find it.

Organization Code

To search for payment requests based on the organization affected, enter the appropriate organization code or use the lookup  to find it.

Ledger Document Type

Total Amount

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

Search Result Type

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

Name this search (optional)

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