Description

Type

To search for requisitions, 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 requisitions 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 requisition based on its unique document number, enter the number.

Date Created From

To search for requisitions 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 requisitions 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 requisitions containing a particular description, enter the description.

Organization Document Number

To search for requisitions 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.

Requisition #

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

Vendor #

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

Requisition Chart Code

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

Requisition Organization Code

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

To search for requisitions requested by a particular person, enter the appropriate person's name.

To search for requisitions associated with a particular delivery campus, enter the appropriate campus code or use the lookup  to find it.

To search for requisitions based on the person to whom delivery is to be made, enter the person's name.

Reference 1

To search for requisitions having particular in one of the three Reference fields, enter the appropriate information.

Reference 2

To search for requisitions having particular in one of the three Reference fields, enter the appropriate information.

Reference 3

To search for requisitions having particular in one of the three Reference fields, enter the appropriate information.

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

Return Current Documents Only

To search for requisitions based on whether or not they are current, click Yes, No, or Both.

Chart Code

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

Account Number

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

Organization Code

To search for requisitions 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 requisitions 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.