Receiving

When you select Receiving from the Main Menu, the system displays the Document Lookup screen. Although you may use the Document Lookup screen to search for any type of e-doc, it initially displays fields that are especially helpful in searching for receiving e-docs.

Receiving Document Lookup screens:

Title

Description

Type

To search for receiving e-docs, use the default entry of RCV. To search for another type of e-doc, enter the appropriate type code or use the lookup †to find it.

Note: If you change the Type entry and move the cursor to another field, the system displays fields appropriate to the type of e-doc you have specified.

Initiator

To search for receiving e-docs initiated by a particular user, enter the personís username (principal name) or use the lookup †to find it.

Document/Notification ID

To search for a receiving e-doc based on its unique document number, enter the number.

Date Created From

To search for receiving e-docs created during a particular period of time, enter the first date in the desired range of dates. You may also use the calendar icon Description: _cal†to select the date. The default is todayís date.

Date Created To

To search for receiving e-docs created during a particular period of time, enter the last date in the desired range of dates. You may also use the calendar icon Description: _cal†to select the date.

Document Description

To search for receiving e-docs containing a particular description, enter the description.

Organization Document Number

To search for receiving e-docs containing a particular organization document number, enter the number.

Note: 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.).† When used in this way, the entry ties a KFS cash control e-doc to a record in the non-Kuali application.

Vendor #

To search for receiving e-docs associated with a particular vendor, enter the appropriate vendor number or use the lookup †to find it.

Purchase Order #

To search for receiving e-docs associated with a particular PO, enter the appropriate PO number.

Bill of Lading #

To search for receiving e-docs associated with a particular bill of lading, enter the appropriate bill of lading number.

Packing Slip #

To search for receiving e-docs associated with a particular packing slip, enter the appropriate packing slip number.

Reference #

To search for receiving e-docs associated with a particular reference number, enter the appropriate number.

Carrier

To search for receiving e-docs referencing a particular carrier, select the appropriate carrier name from the list or use the lookup †to find it.

Search Result Type

To view the retrieved e-docs in their entirety, click Document Specific Data. To retrieve only the routing status, date created, and route log for these e-docs, click Workflow Data.

Name this search (optional)

To save this set of search criteria for later use, enter a name for it.

Note: 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.

Note: 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 specific receiving e-doc from the search results, the system displays it in view-only mode.

Note: For information about the fields on a receiving e-doc, see Document Layout under Receiving (Line Item Receiving).

More:

Requisitions