Editing a Maintenance Document
1. Select the desired document from the menu.
20. When the lookup screen appears, enter appropriate search criteria or leave blank to retrieve all. Click Search button.
For information about lookup, see
Field Lookup.
21. Click the edit link in the Actions column corresponding to the table value you want to edit. The document appears with a new Document ID.
22. Complete the common document tabs: Document Overview, Notes and Attachments, and Ad Hoc Recipients tab as needed.
For information about the common
financial transaction tabs such as Document Overview,
Notes and Attachments, and Ad Hoc
Recipients, Route Log tabs, see Standard Tabs.
23. Complete the New section in the Edit tab.
For information about requirements
for the Edit tab, see the respective section for the documents
elsewhere in this section.
24. Click Submit button.
25. Review the Route Log tab.
For more information about the
Route Log tab, see Route
Log.
You are allowed to edit non-identifying fields only. In edit mode, note
that certain fields are not editable. You are only allowed to change the
non-identifying fields associated with Kuali Financials code you are trying to edit. When
the active/inactive flags are available for the reference table, you can first
make the existing code inactive and then create a new code to change the
identifying fields. If the active/inactive flags are not available, the changes
must be made by the technical staff.
For information about the workflow
buttons at the bottom of the maintenance screens, see Workflow Action Buttons.
Fiscal Year
Maker