Requisitions

When you select Requisitions 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 requisitions.

Requisitions Document Lookup screens:

Title

Description

Type

To search for requisitions, use the default entry of APP. 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 requisitions 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 requisition based on its unique document number, enter the number.

Date Created From

To search for requisitions 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 requisitions 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 requisitions containing a particular description, enter the description.

Organization Document Number

To search for requisitions 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.

Requisition #

To search for a requisition based on its requisition number, enter the appropriate number.

Vendor #

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

Requisition Chart Code

To search for requisitions affecting accounts in a particular chart, enter the appropriate chart code or use the lookup †to find it.

Requisition Organization Code

To search for requisitions affecting accounts in a particular organization, enter the appropriate organization code or use the lookup †to find it.

Requestor Name

To search for requisitions requested by a particular person, enter the appropriate personís name.

Delivery Campus

To search for requisitions associated with a particular delivery campus, enter the appropriate campus code or use the lookup †to find it.

Delivery To

To search for requisitions based on the person to whom delivery is to be made, enter the personís name.

Reference 1

To search for requisitions having particular in one of the three Reference fields, enter the appropriate information.

Reference 2

To search for requisitions having particular in one of the three Reference fields, enter the appropriate information.

Reference 3

To search for requisitions having particular in one of the three Reference fields, enter the appropriate information.

Requisition

Status

To search for requisitions based on their status, select the appropriate status from the list.

Return Current Documents Only

To search for requisitions based on whether or not they are current, click Yes, No, or Both .

Chart Code

To search for requisitions associated with a particular chart, select the appropriate chart from the list or use the lookup †to find it.

Account Number

To search for requisitions based on the account affected, enter the appropriate account number or use the lookup †to find it.

Organization Code

To search for requisitions based on the organization affected, enter the appropriate organization code or use the lookup †to find it.

Ledger Document Type

Total Amount

To search for requisitions based on the total amount, enter the amount.

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 requisition from the search results, the system displays it in view-only mode.

Note: For information about the fields on a requisition, see Document Layout under Requisition.

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Credit Memos