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.

 End of activity.