Kuali Financial System

Procurement Card Document Searches

Due to the amount of "real estate" available in the KFS Action List, all of the information you may want to reconcile Procurement Card (PCDO) document transactions may not be readily available.

But, we have good news! You can use the Document Search screen to get a LOT more information on those Procurement Card transactions, including Cardholder Name and transaction Dollar Amount. AND, you can approve the PCDO from the Document Search screen, too. Here's how:

  1. On the KFS Main Menu, click on the Doc Search button.
  2. Click on the Detailed Search button.
  3. In the Document Type field, enter PCDO.
  4. In the Viewer field, enter your user ID.
  5. In the Document Status field, select ENROUTE.
  6. In the Search Result Type:
    • If you select Document Specific Data (default setting), you will be able to see the specific dollar amount of the Procurement Card transaction in the search results.
    • If you select Workflow Data, you will be able to see the Cardholder Name (First and Last Name) in the search results (Title and Initiator fields)
  7. Click the Search button.
  8. In the search results, click on the document number for the document you wish to view and enter information. As the approver on the document, you will be able to update the account(s) on the document from the Document Search screen. This will allow you to complete the PCDO document, and it will also remove it from your KFS Action List.

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