Editing a Maintenance Document
1. Select the desired document from the menu.
2. When the lookup screen appears, enter appropriate search criteria or leave blank to retrieve all. Click Search button.
For information about lookup, see
Field Lookup.
3. Click the edit link in the Actions column corresponding to the table value you want to edit. The document appears with a new Document ID.
4. Complete the common document tabs: Document Overview, Notes and Attachments, and Ad Hoc Recipients tab as needed.
For information about the common
financial transaction tabs such as Document Overview,
Notes and
Attachments, and Ad Hoc
Recipients, Route
Log tabs, see Standard Tabs.
5. Complete the New section in the Edit tab.
For information about
requirements for the Edit tab, see the
respective section for the documents elsewhere in this section.
6. Click Submit button.
7. Review the Route Log tab.
For more information about the
Route
Log tab, see Route Log.
You are allowed to edit non-identifying fields only. In edit
mode, note that certain fields are not editable. You are only allowed to change
the non-identifying fields associated with Kuali Financials code you are trying
to edit. When the active/inactive flags are available for the reference table,
you can first make the existing code inactive and then create a new code to
change the identifying fields. If the active/inactive flags are not available,
the changes must be made by the technical staff.
For information about the
workflow buttons at the bottom of the maintenance screens, see Workflow Action Buttons.
Fiscal Year Maker