Document Overview Tab

The Document Overview tab identifies the document and includes fours fields—Description, Explanation, Total Amount, and Org. Doc number.

The Description field is a required field on every document because it is used to identify the financial transaction and is included in the GL inquiry, action list, and document search.

The Explanation and Org Doc number fields allow you to include additional information about the document. The Total Amount field is updated when the document is submitted successfully.

 

Document Overview tab field definitions

Title

Description

Description

Required. Enter the short description for the document. The description appears in the GL Inquiry, action list and document search.

Explanation

Optional. Enter a more detailed explanation than the information supplied in the description field.

Org Doc number

Optional. Enter the value that may include departmental or organizational information. This number is not the same as the Document Number assigned by Kuali Financials.

Total Amount

Display-only. Displays the total amount of accounting lines when the document is submitted successfully.

Accounting Period

 

Optional. Select the accounting period to which the transaction should post.

pencil-small    This field will only display when parameter ENABLE_FISCAL_PERIOD_SELECTION_IND is set to Y and the document is listed in parameter FISCAL_PERIOD_SELECTION_DOCUMENT_TYPES and the user has the appropriate access.

pencil-small       Other data fields may be available in the document overview of specific documents.

More:

Accounting Lines Tab