Asset Maintenance Custom Document Search

When you select Asset Maintenance from the Main Menu, the system displays the Document Lookup screen. Although you may use this screen to search for any type of e-doc, it initially displays fields that are especially helpful in searching for asset e-docs.

Asset Maintenance Document Lookup screen information:

Title Description

Type

You have three options:

To search for Asset Maintenance, Asset Global Add, Asset Retirement Global, and Asset Location Global e-docs, use the default entry of CAMM.

To search for Asset Transfer, Manual Asset Payment, Equipment Loan/Return, Barcode Inventory Error, and Asset Fabrication e-docs, change the entry to CAM.

To search for another type of e-doc, enter the appropriate type code or use the lookup †to find it.

Note: 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.

Initiator

To search for asset e-docs initiated by a particular user, enter the personís username (principal name) or use the lookup †to find it.

Document/Notification ID

To search for a asset e-doc based on its unique document number, enter the number.

Date Created From

To search for asset 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 Description: _cal†to select the date. The default is todayís date.

Date Created To

To search for asset 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 Description: _cal†to select the date.

Document Description

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

Organization Document Number

To search for asset e-docs containing a particular organization document number, enter the number.

Note: 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.

Asset Number

To search for e-docs for a particular asset, enter the asset number.

Tag Number

To search for asset e-docs based on a tag number, enter the appropriate tag number.

Organization Owner Chart of Accounts Code

To search for asset e-docs based on the chart code for the account that is responsible for the asset, enter the appropriate chart code or use the lookup †to find it.

Organization Code

To search for asset e-docs based on the organization responsible for the asset, enter the appropriate organization code.

Organization Owner Account Number

To search for asset e-docs based on the account responsible for the asset, enter the account number or use the lookup †to find it.

Search Result Type

To view the matching 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.

Note: In many fields you may use special characters to search on a partial entry. For information about using special characters to search, see Data Entry Tips.

Note: For information about using features and options that are common to all types of custom document searches and working with the search results, see Performing Custom Document Searches.

After you select e-doc from the search results, the system displays it in view-only mode.

Note: For information about the fields on the Asset e-doc, see Document Layout under Edit Asset.

More:

CAM Lookup and Maintenance E-Docs