KFS Template Inquiries and Searches

Accounting > Reference	eDoc code	Comments	Assigned To	JIRA	Complete?
Available Balances		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable
Balances by Consolidation		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable
Cash Balances		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable
Current Account Balance		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable
General Ledger Balance		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable
General Ledger Entry		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable
General Ledger Pending Entry		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable
Open Encumbrances		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable
Labor Distribution	eDoc code	Comments	Assigned To	JIRA	Complete?
Account Status (Base Funds)		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
Account Status (Current Funds)		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
Calculated Salary Foundation (CSF)		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
Employee Funding		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
July 1 Position Funding		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
Labor Ledger Pending Entry		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
Labor Ledger View		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
Position Inquiry		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.

Budget Construction	eDoc code	Comments	Assigned To	JIRA	Complete?
Accounting Reports		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
Appointment Funding Duration		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
Appointment Funding Reason Code		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
Budget Construction Position		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
Calculated Salary Foundation Tracker Override		4/24/20: checking with Budget office to see whether this is used. No records in UAT environment either. Response from Kelly Wihbey is that they have never used this function. removing from testing list (bruce)			N/A
Organization Reports		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
Intended Incumbent		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.

Budget Construction - Salary setting/Report/Control	eDoc code	Comments	Assigned To	JIRA	Complete?
note: these options are within the Budget Construction Selection page
Org Salary Settings			Bruce, Budget SME
Org Report / Dump		Tested and verified the expected behavior of this button. It is present in both old and new environments.
Request Import		Tested and verified the expected behavior of this button. It is present in both old and new environments.
Lock Monitor		4/22: tested successfully. opened an account eDoc, exited improperly, leaving the account eDoc locked. then looked up on Lock monitor and it showed as locked.	Bruce
Pay Rate Import/Export		is a button within the Budget Construction Selection function. 4/24: Pending getting sample file from Budget Office. not sure whether this is used. Response from Kelly Wihbey is that they have never used this function. removing from testing list (bruce)			N/A
Org Pull Up			Bruce
Org Push Down			Bruce
System Maintenance (from Maint menu)	eDoc code	Comments	Assigned To	JIRA	Complete?

Bank		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
Building		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
Origination Code		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. Note - Active Indicator field is aliased as 'Status' in upgrade environment
Payment Documentation Location		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. Note - Active Indicator field is aliased as 'Status' in upgrade environment
Room		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
Tax Region		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. No records in both environment.
Tax Region Type		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
Unit of Measure		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. Note - Active Indicator field is aliased as 'Status' in upgrade environment
University Date		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.
Wire Charge		Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.