PURAP document status definitions

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    Kymber Taylor

    Hi Tammy, apologies for the delay - here is an article that lists the application document statuses. We have several that seem to not be used and I'll be logging a ticket to remove those. I've noted them in the article, if you know how to get a document into one of those statuses - please let me know and I'll update. Also, if this isn't what you were looking for or have suggestions to improve/change - let me know that as well. 

    Thanks, Kymber

    https://kuali-financials.zendesk.com/hc/en-us/articles/4414450490011-Purchasing-Accounts-Payable-Application-Document-Statuses

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    Cassie Garza

    Hello Tammy-Lu, I was not able to find a list for the Purchasing/AP document statuses either that lists the status code and description/definition.  I am able to view the statuses using Doc Search and entering PO doc type however, that does not show the status code associated with the status.  I can ask Kymber if she knows of any existing documentation with that information and get back to you.

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    Tammy-Lu Vandevender

    Cassie,

    At one time, the statuses were in a KFS table (this is what the current documentation reflects).  Then they were moved to RICE or inline code.  With the RICE code moved into KFS, I'm not sure where the valid values are.  The documentation should be updated to include descriptions even if there is no maintenance table.

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    Cassie Garza

    Hello Tammy-Lu, yes I will make sure to get that documentation updated accordingly.

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    Kymber Taylor

    Hi Tammy - are you looking for codes associated with the Application Doc Statuses or definitions for the Application Doc statuses: 

    • In Process
    • Pending Amendment
    • Awaiting Fiscal Officer Review 
    • etc.? 

    Old user documentation shows the maintenance table and the screenshot shows AMND - Pending Amendment. We don't have a list of the codes. Before we have the engineers pull a list of codes, I want to make sure we understand what you're looking for. 

    Thanks, Kymber

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    Tammy-Lu Vandevender

    Kymber,

    Yes.... those are the application document statuses I was looking for.

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    Kymber Taylor

    Thanks Tammy - I'm working on an article to document them, hopefully done tomorrow. It also appears that as of 5.0.x, we no longer use the codes and are using the application status descriptions instead. I'm confirming that and will let you know. 

    Thanks, Kymber

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    Tammy-Lu Vandevender

    Kymber,

    Thanks for the article.  That is what we were looking for.  FYI the "Awaiting Accounting Lines" status is a valid status (at least in our version).  It occurs when the Initiator submits the Req without adding accounting lines and the Req doesn't go to a Content Reviewer so it routes back to the Initiator.  I would assume the "Disapproved Accounting Lines" is when the Initiator disapproves the Req instead of adding accounting lines.  I'm not sure about the other unused statuses on the PO, PREQ and CM.

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    Kymber Taylor

    Yes- it was, but it seems we now require accounting lines - so it can no longer get to that status. Let me see if I can find the ticket. 

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