Business Rules

 

•      Only active Accounting Periods are displayed in the Accounting Period dropdown.

•      At least one transaction must exist in the document before it can be submitted.

•      The document cannot be updated after routing except for the addition of notes.

•      If the chosen balance type is External Encumbrances (for example, EX) then the reference document origination code and the document reference type code must exist in the proper lookup table and the document reference number must not be blank.

•      When the balance type selected has an offset generation set to No, a single amount field is displayed so that negative and positive amounts can be entered.

•      When the balance type selected has an offset generation set to Yes, both debit and credit entry fields are displayed. An accounting line may contain only a debit or a credit, and not both.

•      Kuali Financials does not automatically generate any offset entries for the JV.

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Routing