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This material was adapted from , documentation for the KFS 4.x releases.

Note
titleWork in Progress

This information will continue to be updated.

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  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 code link for the value you want to view.



    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 the Complete the New Copy section in the Edit tab.
    Image Removed
    Alternatively, complete the Add/Edit tab in the Rice 2 (LS) menu.
    Image Removed
    Image Added

    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.
    Image Removed
    Image Added

    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.
    Image Removed
    Alternatively, complete the Add/Edit tab in the Rice 2 (LS) menu.
    Image Removed
    Image Added

    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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