Notes about Standard KFS Tabs

•      The Document Overview tab contains the standard fields with the following differences:

o  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.

o  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.

•      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 object code will default based on the object code assigned to the Trip Type and cannot be changed.

   A default Chart Code, Account Number, Sub-Account Number and Project Code can be added to the TEM Profile and will pre fill the accounting line if used and can be changed if desired.

      Accounting Lines tab will not display if Generate Encumbrance is not checked on Trip Type.

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Workflow Action Buttons