Notes about Standard Kuali Financials 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 its 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 its 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 Vendor Payment 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