Field Lookup
The round magnifying glass or 'lookup' icon
allows you to look up reference
table information so you avoid data entry errors. After you click the icon, the
system displays a list of valid values for you to select from or connects you to
a form that allows you to search for the value you need.
To look up valid values in this form:
1. Enter one or more search criteria or leave all search criteria fields blank to retrieve all. To specify search criteria:
• Type data into any combination, all, or none of the listed search fields.
• If desired, use wildcards at the end of or within a string of characters to represent any character or characters. The symbols * (denotes any number of characters) and % (denotes a single character) may be used as wildcards.
• If
desired, to enter a range of numbers or dates, use any of these range operators:
>, <, >=, <=, and ..
Note that the .. operator may be used only
between two date values. It may not be used with a single date. All other
operators are used before single dates.
•
Specify dates in the format mm/dd/yyyy.
Using logical operators &
(AND) and | (OR) with multiple search parameters.
2. Click Search button.
Kuali Financials displays the list of applicable values that you have requested. After the value list is displayed, you may take one of the following actions by clicking the hyperlinks labeled a through c below.
3. In the results,
• Click “return value” to select the code.
• Click “return with no value” to cancel the search (or click the Cancel button).
• Click the name of a column to sort the retrieved values by that column.
Multiple Value Lookup