Description

Type

To search for receiving e-docs, use the default entry of RCV. 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 receiving 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 receiving e-doc based on its unique document number, enter the number.

Date Created From

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

Organization Document Number

To search for receiving 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.

Vendor #

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

Purchase Order #

To search for receiving e-docs associated with a particular PO, enter the appropriate PO number.

Bill of Lading #

To search for receiving e-docs associated with a particular bill of lading, enter the appropriate bill of lading number.

Packing Slip #

To search for receiving e-docs associated with a particular packing slip, enter the appropriate packing slip number.

Reference #

To search for receiving e-docs associated with a particular reference number, enter the appropriate number.

To search for receiving e-docs referencing a particular carrier, select the appropriate carrier name from the list or use the lookup  to find it.

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.