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If you ever need to lookup an Account Number account (for example, if you want to add or change the default Account Number account number in your TEM Profile), here 's how. are a few ways to find what you're looking for.
| Steps | What you need to do | How to do it |
|---|
| 1 | Access the Account Lookup page | In the KFS Lookups & Requests portlet, select Chart of Accounts and then select Account. |
| 2Open the eDoc | Under the Document/Notification ID column, select the Document ID number to open the eDoc submitted for your approval. | 3 | Lookup by Account | NameNumber | - In the Account
| Name- Number field, enter
| what you know and surround the query with - the account number and press Search down below).
- In the search results below, you will see the account number and you can verify the name of the account.
|
| 3 | Lookup by Account Name | - In the Account Name field, enter what you know and surround the query with *. For example , if I were looking up the help desk, I would enter the following in that field: *help desk*
- Press Search and the results will appear down below.
- Under the Account Number column, you will find the account number you were looking for.Once you've obtained the Account Number, you can easily add it to your TEM Profile. Consult the Edit your TEM Profile topic elsewhere in this Guide for instructions on how to do this
|
| 4 | Lookup by Organization Number | - In the Organization Code field, enter the 4-digit code and press Search down below.
- A list of all accounts for that org will appear in the results below.
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Edit Your TEM Profile (to Add a Profile Arranger, Add an Account Number etc)
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