Making corrections (KFS Financial Processing eDocs)

Owned by Annette Pavone
Last updated: Nov 17, 2022
2 min read

Method #1: “Recall” button

  • Certain Financial Processing eDocs display the Recall Button at the bottom of the eDoc after submission, but before anyone takes action on the eDoc:

  • Use this if you notice an error after clicking “submit”

  • 2 options:

    • Recall to action list (to make corrections)

    • Recall and cancel

When you recall an eDoc, you will need to provide a reason

 

Method #2: “Error Correction” button

  • Certain Financial Processing eDocs display the Error Correction Button at the bottom of the eDoc after achieving FINAL status:

  • Use this if all or most of an eDoc is incorrect, and if in the same fiscal year

  • Clicking “error correction” will initiate a new eDoc which is a exact reversal of the original eDoc:

 

  • The new eDoc will route for approval, and will display a link to the original eDoc on the document header:

  • The original eDoc will show that it has been corrected:

 

Method #3: General Ledger Transfer eDoc (GLT)

  • Use this when the “error correction” button is unavailable, or not appropriate:

    • The original eDoc contains several lines, and only 1 or a few are incorrect

    • The original transaction is not a KFS eDoc

  • Allows you to select lines from the general ledger to correct them

  • Corrects Actual balances only

  • Cannot be used to correct:

    • Transactions with asset or liability object codes (Use the DI)

    • Prior year transactions in Fiscal Accounts (Use the DI)

    • Transactions from certain eDocs:

      • Budget transactions

      • Salary Expense Transfer

      • To correct these eDocs, use the error correction button, or another eDoc of the same type