To search for all Financial Transaction documents, enter KFST in the Document Type field and move to another field.
Financial Transactions (KFST) Custom Document Search fields
Title |
Description |
Account Number |
To search for financial transaction documents associated with a particular account, enter the appropriate account number or use the lookup icon to find it. |
Chart Code |
To search for financial transaction documents associated with a particular chart, select the appropriate chart from the list or use the lookup icon to find it. |
Organization Code |
To search for financial transaction documents associated with a particular organization, enter the appropriate organization code or use the lookup icon to find it. |
Organization Document Number |
To search for financial transaction documents containing a particular organization document number, enter the number. 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.). |
Total Amount |
To search for financial transaction documents based on the total amount, enter the amount. |
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.
For information about using features and options that are common to all types of custom document searches and working with the search results, see Performing Custom Document Searches.
After you select a financial transaction document from the search results, the system displays it in view-only mode.
For information about the fields on a financial transaction document, see Document Layout in the section on the appropriate document type.
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