Financial Information Services

The “action list” button is found on the top, left-hand side of the KFS Main Menu screen.

In KFS, all e-docs routed to you through workflow will appear in your action list, as well as any e-docs that you have started and saved. The “Status” column will tell you where the e-doc is in the workflow. The “Action Requested” column will tell you what you need to do with a specific e-doc.

• Description – 40
• Explanation – 254
• Address 2 – 45
• Item description – 254

It may be necessary to abbreviate some information to ensure that all information is entered.

Mozilla Firefox Internet browser should be used to access KFS. If you use a Macintosh, you should never use Safari, as this browser is known to cause problems with KFS and e-SHOP. For more information, see the KFS Browser Requirements page.

• Information is sent to Procurement Services via KFS on the Requisition.

In the Delivery tab, click the lookup button (magnifying glass) on the “Building” field. The Building Lookup screen will open. Search for the Building Name. In the search results, click “return value” next to the correct building. The building name and address will be returned to the requisition e-doc. Room Number is also a required field.  You must either enter the correct room number in the “Room Number” field, or use the lookup tool to search for the active room numbers in the building.

The entire KFS address table is searchable by clicking the lookup tool (magnifying glass) in the delivery field of the KFS requisition.

If your building is not included in the building table, you can contact the Procurement Services Help Line at (607) 254-5300 to request that it be added to the table.

No, you may not amend an e-SHOP order. This will cause an error.

If the order is still in the requisition stage, you may cancel it yourself and create a new requisition to include the change.

If you wish to cancel the entire Purchase Order (PO), first, contact the vendor directly to let them know, then request that your BSC void the PO.

If you have already received part of your order and wish to cancel the remaining items on the PO, you must first contact the vendor directly to let them know, and then request that your BSC close the PO.