Capital Asset Management Custom Document Search

 

Capital Asset Management custom document searches are available by selecting Document Search, entering the Document Type and tabbing out of the field.

 

go-arrow-red.gif      For information about using features and options that are common to all types of custom document searches and working with the search results, see  Using Document Search to Find a Document     

 

Asset Lookup

Title

Description

Document Type

You have three options:

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

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

To search for another type of document, enter the appropriate type code or use the lookup icon to find it.

pencil-small.gif    If you change the Type entry and move the cursor to another field, the system displays fields appropriate to the type of document you have specified.

Organization Document Number

To search for asset documents containing a particular organization document number, enter the number.

pencil-small.gif    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 Kuali Financials cash control document to a record in the non-Kuali application.

Asset Number

To search for documents for a particular asset, enter the asset number.

Tag Number

To search for asset documents based on a tag number, enter the appropriate tag number.

Organization Owner Chart of Accounts Code

To search for asset documents based on the chart code for the account that is responsible for the asset, enter the appropriate chart code or use the lookup icon to find it.

Organization Code

To search for asset documents based on the organization responsible for the asset, enter the appropriate organization code.

Organization Owner Account Number

To search for asset documents based on the account responsible for the asset, enter the account number or use the lookup icon to find it.

Search Result Type

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

 

go-arrow-red.gif      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

go-arrow-red.gif      For information about using features and options that are common to all types of custom document searches and working with the search results, see  Using Document Search to Find a Document   

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

 

go-arrow-red.gif      For information about the fields on the Asset document, see Document Layout under Edit Asset.

More:

Capital Asset Management Attribute Maintenance Documents