Page Comparison

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• All users can look up the table values.
• Only the members of the higher level roles (OLE-SYS Manager, OLE-SELECT Financial-AQ4, AQ5, OLE-SELECT Accounting-AQ4, for FS; KR-PTRN Patron Manager, KR-LIC OLE_LicenseConfiguration are some examples for LS) can initiate a document to create or modify the table values.
• These documents do not route for approval.

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All of the maintenance documents are viewed and maintained in a similar fashion. Selecting the desired table from the maintenance menu takes you to the lookup screen. From that screen you may create a new document by clicking the create new link or search the table to view, edit, or copy a table value. These common operations are explained below, using the Account Address Type document as an example for FS and Address Source document as an example for LS.

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Searching for a Document

(Alternatively, a user will make selections from the Lookup icons inside transactional documents - the values of these Selection or Controlled Value lists are maintained via the maintenance docs in the Maintenance menu. For more information, tips, and suggestions see Searching OLE.)

1. Select the desired maintenance e-doc from the Maintenance menu.
2. When the lookup screen appears, enter appropriate search criteria or leave blank to retrieve all. Click .
3. Click the edit code link for the value you want to view.
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   A separate window appears.
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4. Click the button from this window the lookup screen to create a new entry to the table.

Searching for a maintenance e-doc in the Rice 2 (LS) menu is very similar. Enter your search criteria or leave blank to retrieve all. Click Image Removed .

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Initiating a Maintenance Document

1. Select the desired maintenance e-doc from the Maintenance menu.
2. Click the button located in the upper right corner or search for a document and click the create new button from the view window. (Red link as shown above for Rice 2)
   
   The document appears with a new Document ID.
   
   
3. Complete the common Document tabs – Document Overview tab, Notes and Attachments tab, or Ad Hoc Recipients tab as needed.
   
   For information about the common financial transaction tabs such as Document Overview, Notes and Attachments, and Ad Hoc Recipients, Route Log tabs, see Standard Tabs.
   
   Complete the New section in the Edit tab.
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   For the Rice 2 (LS) menu, complete the Add/Edit section:
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   For requirements for the Edit tab or the Add/Edit tab, see the help documentation for the appropriate document type in the guides listed in the Driver's Manual.
   
   
4. Click .
5. Review the Route Log tab.
   
   For more information, see Route Log.

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1. Select a document from the Maintenance menu tab.
2. When the lookup screen appears, enter appropriate search criteria or leave blank to retrieve all. Click .
   
   For more information about lookup, see Field Lookup.
   
   
3. Click the copy link in the Actions column corresponding to the table value you want to copy from.
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4. Complete the standard tabs – Document Overview tab, Notes and Attachments tab, or Ad Hoc Recipients tab as needed.
   
   For information about the standard financial transaction tabs such as Document Overview, Notes and Attachments, and Ad Hoc Recipients, Route Log tabs, see Standard Tabs.
   
   
5. On the FS Maintenance menu, complete Complete the New Copy section in the Edit tab.
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   Alternatively, complete the Add/Edit tab in the Rice 2 (LS) menu.
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   For information about requirements for the Edit tab or Add/Edit tab, see the help documentation for the appropriate document type.
   
   
6. Click .
7. Review the Route Log tab.
   
   For more information about the Route Log tab, see Route Log.

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1. Select the desired e-doc from the Maintenance menu tab.
2. When the lookup screen appears, enter appropriate search criteria or leave blank to retrieve all. Click .
   
   For information about lookup, see Field Lookup.
   
   
3. Click the edit link in the Actions column corresponding to the table value you want to edit.
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   The document appears with a new Document ID.
4. Complete the common document tabs: Document Overview, Notes and Attachments, and Ad Hoc Recipients tab as needed.
   
   For information about the common financial transaction tabs such as Document Overview, Notes and Attachments, and Ad Hoc Recipients, Route Log tabs, see Standard Tabs.
   
   
5. On the FS Maintenance menu, complete the Complete the New section in the Edit tab.
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   Alternatively, complete the Add/Edit tab in the Rice 2 (LS) menu.
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   For information about requirements for the Edit tab or the Add/Edit tab, see the respective section for the documents elsewhere in this section.
   
   
6. Click .
7. Review the Route Log tab.
   
   For more information about the Route Log tab, see Route Log.

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