Common Search Criteria
The following describes common search criteria that are available on many Financials Custom Document Searches.
Financials Custom Document search criteria field definitions
|
Field |
Description |
|
Account Number |
To search for customer credit memos for a particular account, use this field and the Chart Code field. Enter the appropriate account number or use the lookup to find it. |
|
Chart Code |
To search for customer credit memos for a particular account, use this field and the Account Number field. Select the appropriate chart code from the list or use the lookup to find it. |
|
Ledger Document Type |
To search for Contracts & Grants invoices associated with a particular ledger document type, enter the appropriate type code or use the lookup to find it. |
|
Organization Code |
To search for invoices billed to a particular organization, enter the organization code or use the lookup to find it. |
|
Organization Document Number |
To search for documents containing a particular organization document number, enter the number.
|
|
Total Amount |
To search for documents based on the total amount, enter the amount. |
|
Search Result Type |
Document Specific Data changes the fields displayed in the search results to be data specifically related to the Document Type. For example, Organization Document Number and Total Amount might appear. Workflow Data is the default values displayed by Document Search. For example, Document Type and Date Created. |
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 document to a
record in the non-
Common Features and Search
Options