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To create a KFS Account document from a KC Award document: |
1. |
Create an Award document that passes validation, and also includes: • F and A rates for current fiscal year for both on and off campus • Principal investigator and credit split |
2. |
Save and submit to cause the Create Account section to appear on the Award Actions page. |
3. |
Enter the Account Number and click the create account button. The KFS-assigned Document Number is returned, and if that account number already exists, you will be notified to enter a different one. The Account document is created and saved in KFS, and if the KFS parameter is set accordingly, it also is routed. |
4. |
In KFS, click doc search and find the document (for example, titled “New Account – Automatic CG Account Document Creation”) to verify this procedure was successful.
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End of activity. |