Electronic Payment Claim Lookup

When you select Electronic Payment Claim the lookup screen opens. You can use this screen to search for deposits to claim by the following criteria.

Electronic Payment Claim search criteria definitions

Category	Description
Amount From	Optional. To search by an amount range, enter the Amount From.
Amount To	Optional. For a search range, enter the Amount To.
Electronic Payment Claiming Status	Required (defaults to Unclaimed). Choose to search for unclaimed payments, claimed payments or all payments. Note that claimed payments cannot be claimed again.
Deposited Date From	Optional. To search for deposits in a date rage, enter the beginning Deposited Date or select it from the calendar tool.
Deposited Date To	Optional. To search for deposits in a date range, enter the ending Deposited Date or select it from the calendar tool.
Financial Document Fiscal Period	Optional. Enter the fiscal period associated with the original depositing Advance Deposit document or use the Lookup icon to search for and select one. This entry will be the fiscal period in which the document reached Processed or Final status.
Financial Document Fiscal Year	Optional. Enter the fiscal year associated with the original depositing Advance Deposit document or use the Lookup icon to search for and select one. This entry will be the fiscal year in which the document reached Processed or Final status.
Organization Reference ID	Optional. Enter the Organization Reference ID associated with an accounting line on the depositing Advance Deposit document.

Every accounting line entered on an Advance Deposit that is used to record items to be claimed is displayed separately in the results and can be claimed separately. The data fields returned by the lookup are defined below.

Electronic Payment Claim search results definition

Category	Description
Amount	Display-only. The dollar amount of the accounting line on the advance deposit that generated this payment claim row.
Claiming Document	Display-only. Kuali Financials document number of the document generated to claim this payment. If the payment is unclaimed this field will be blank.
Deposited Date	Display-only. The deposit date associated with depositing Advance Deposit document.
Electronic Payment Claiming Status	Display-only. Shows if a document has been generated to claim the funds (Claimed) or the amount has not yet been claimed (Unclaimed).
Financial Document Fiscal Period	Display-only. The fiscal period associated with the original depositing Advance Deposit document. This entry will be the fiscal period in which the document reached Processed or Final status.
Financial Document Fiscal Year	Display-only. The fiscal year associated with the original depositing Advance Deposit document. This will be the fiscal year in which the document reached Processed or Final status.
Generating Document Line Number	Display-only. The number of the accounting line on the advance deposit that generated this payment claim row.
Generating Document Number	Display-only. Kuali Financials document number of the advance deposit that generated this payment claim row.
Generating Document Route Status	Display-only. A single character abbreviation of the route status of the advance deposit that generated this payment claim row. This will either be P (Processed) or F (Final).
Line Description	Display-only. The line description of the accounting line on the advance deposit that generated this payment claim row. Note that this field is optional and may be blank.
Organization Document Number	Display-only. The Organization Document Number field from the Advance Deposit document that generated this row. Note this field is optional on the Advance Deposit and may be blank.
Organization Reference ID	Display-only. The organization reference ID assigned to the accounting line of the advance deposit that generated this payment claim row. Note this field is optional on the Advance Deposit and may be blank.
Select?	Optional. A checkbox is displayed if the payment is not yet claimed. Check the box to select this payment.

To claim a payment, search for and select the rows you wish to claim and click the Return Selected button.

lightbolb-small You can also use the select all or deselect all buttons to select or deselect all lines displaying on the current page, or on all pages.