Financial Service Division (FSD)
Last Updated: March 2013
6.
Section 6
UniFi Training Manual
Viewing Documents (SSU)
The View Document Form (PAWS> Admin Services> UniFi Self Service > View Finance Document) allows a user
to view information about a document (requisition, purchase order, invoice, journal voucher / budget transfer,
or direct cash receipt) on the Web.
You can submit a document query by:

Document type – Choose [document] type (requisition, purchase order, invoice, journal voucher /
budget transfer, or direct cash receipt) from the pull-down list.

Then enter the document number, if it is known, or select the Document Number button to enter
specific search criteria on the next screen.(Document Number, User ID of the person who created the
document (defaults to your NSID), Activity Date, Transaction Date, Vendor ID, and Approved or
Completed) to view a list of documents of the specified type.
http://www.usask.ca/fsd/colleges_depts_research/unifi/unifi_manual.php
Support: unifisupport@usask.ca | 966-8783
Page 1 of 4
Financial Service Division (FSD)
Last Updated: March 2013






Section 6
UniFi Training Manual
The user does not have to specify information in all of the search criteria fields, but it is
recommended in order to improve response time. The user must at least specify one of the
Document Number, User ID, Activity Date, Transaction Date, or Vendor ID.
A percent sign (%) may be entered as a wildcard in the Document Number and User ID fields.
Entering the month and year for Activity Date or Transaction Date allows users to search on all the
days in a specified month and year.
Other criteria can be entered depending on the type of document.
When a user selects the “Execute Query” button, the system displays all the documents for the
specified criteria. You can then add criteria to refine the search.
Users can select the “Exit Without Value” button to exit without a value, or they can exit with a
document number using the link.
http://www.usask.ca/fsd/colleges_depts_research/unifi/unifi_manual.php
Support: unifisupport@usask.ca | 966-8783
Page 2 of 4
Financial Service Division (FSD)
Last Updated: March 2013





Section 6
UniFi Training Manual
Submission# – leave blank.
Change Seq# – leave blank.
Display Accounting Information - Specify whether or not you want to display the accounting
information for the specified document.
Display Document Text - Specify the portion of the document text you want to view: all the text, just
the printable information, or none of the text.
Users can select the “View document” button to view the specified document.
http://www.usask.ca/fsd/colleges_depts_research/unifi/unifi_manual.php
Support: unifisupport@usask.ca | 966-8783
Page 3 of 4
Financial Service Division (FSD)
Last Updated: March 2013
Section 6
UniFi Training Manual
Document Information
The user will view information, as appropriate, for each type of document. The browser’s print function may
be used to print a representation of the document.
On each document:
Header information may include:









Document number
Order Date
Transaction Date
Delivery Date
Print Date
Total Amount
Complete Indicator
Approved Indicator
Type








Cancel Reason and date
Requestor, Organization Code, Org Name, Phone Number & Email
Accounting Type
Matching Required Indicator
Ship to address and contact information
Vendor and Check Vendor information
Currency
Document Text
Commodity information may include:




Item number
Commodity
Description
Unit of measure
 Quantity
 Unit price
 Extended amount / Tax
 Total
Accounting information may include:







Sequence #
Fiscal Year
Organization Code
Program Code
Location Code
NSF Override Indicator
Amount







Chart #
Fund Code
Account Code
Activity Code
NSF Suspense Indicator
Suspense Indicator
Total of Displayed Sequences
http://www.usask.ca/fsd/colleges_depts_research/unifi/unifi_manual.php
Support: unifisupport@usask.ca | 966-8783
Page 4 of 4