Notes about Standard KFS Tabs
The Document Overview tab contains the standard fields with the following differences:
• After you save or submit the document, the system generates a Description entry containing the first 40 characters of the combined principal name, trip begin date and primary destination.
If
the Travel Authorization is delinquent when
it’s created, “(Delinquent)” will be added to the document description.
If
the trip dates are prior to the current date, “PT:” will be added to the
Description to indicate this is a Pre-Trip reimbursement.
• A TEM Doc # is generated on save or submit.
If
VENDOR_PAYMENT_ALLOWED_BEFORE_FINAL_APPROVAL_IND = N, then this number will be
masked until the document is fully approved. Once it’s approved, the TEM Doc number will also display in the Organization Document Number field to facilitate
searching for all documents related to a TEM Doc #, since this number can be
added to this field in other documents.
If
VENDOR_PAYMENT_ALLOWED_BEFORE_FINAL_APPROVAL_IND = Y, then the TEM Doc # will
not be masked and will display in the Organization Document
Number field.
• An additional section, Financial Document Detail, displays the Bank Code and the Total Amount of expenses claimed on this document.
• The
View Related
Documents tab automatically lists all related Travel Authorization Amendments, Travel
Authorization Close, Travel Reimbursements and Disbursement
Vouchers created via the 
button and any valid document that is
manually added to this tab.
• The Accounting Lines tab will pre-fill if a default Chart Code, Account Number, Sub-Account Number and Project Code are added to the TEM Profile and can be changed if desired.
Workflow Action
Buttons