Document Overview

This tab is on every document and describes the transaction or the reason the document is being created. 

Title	Description
Description	Required. Enter the short description for the document. The description appears in the action list and document search. If the document creates transactions, this description will appear in the General Ledger Entry, unless the Accounting Line description is used. In order to save a document the Description is required. There are some exceptions where additional fields must be completed in order for a document to be saved, but for the most part, entering a description will allow the document to be saved.
Explanation	Optional. Enter a more detailed explanation than the information supplied in the description field.
Org Doc number	Optional. Enter the value that may include departmental or organizational information. This number is not the same as the Document Number assigned by Kuali Financials.
Total Amount	Display-only. Displays the total amount of accounting lines when the document is submitted successfully.
Accounting Period	Optional. Select the accounting period to which the transaction should post. This field will display when parameter ENABLE_FISCAL_PERIOD_SELECTION_IND is set to Y and the document is listed in parameter FISCAL_PERIOD_SELECTION_DOCUMENT_TYPES and the user has the appropriate access.