Contracts & Grants Invoices Document Search

 

To search for Contracts & Grants Invoice documents, change Document Type to CINV and then move the cursor to another field.

 

exclaim       This search is available when Contracts & Grants Billing is turned on.

 

Contracts & Grants Invoices Document Lookup screen field definitions

Title

Description

Billing Chart Code

To search for Contracts & Grants invoices based on the billing organization associated with them, use this field and the Billing Organization Code field. Select the appropriate chart code from the list or use the lookup to find it.

Billing Organization Code

To search for Contracts & Grants invoices based on the billing organization associated with them, use this field and the Billing Chart Code field. Enter the appropriate organization code or use the lookup to find it.

Customer Name

To search for Contracts & Grants invoices based on a particular customer name, enter the name.

Customer Number

To search for Contracts & Grants invoices based on a particular customer number, enter the customer ID or use the lookup to find it.

Processing Chart Code

To search for Contracts & Grants invoices based on the processing organization associated with them, use this field and the Processing Organization Code field. Select the appropriate chart code from the list or use the lookup to find it.

Processing Organization Code

To search for Contracts & Grants invoices based on the processing organization associated with them, use this field and the Processing Chart Code field. Enter the appropriate organization code or use the lookup to find it.

Proposal Number

To search for Contracts & Grants invoices for a particular proposal, enter the proposal number or use the lookup to find it.

pencil-small    When Kuali Financials is not integrated with Kuali Research, the Proposal and Award will be the same number.

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 and Performing Custom Document Searches .

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