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        • Advance Deposit (AD)
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In this section

  • KFS
    • Set Up and Manage Accounts
    • Balance Inquiries
    • Finding Account Documentation in KFS
    • Financial Processing e-doc Attachment Guidelines
    • Accounts Payable e-docs
    • Capital Assets e-docs
    • Financial Processing e-docs
      • Advance Deposit (AD)
      • Distribution of Income and Expense (DI)
      • Disbursement Voucher (DV)
        • Disbursement Voucher Payees
        • DV Payment Reason Codes
        • Standard Operating Procedure
      • General Ledger Transfer (GLT)
      • Internal Billing (IB)
      • Procurement Card Document (PCDO)
      • Pre-Encumbrance (PE)
      • Transfer of Funds (TF)
    • Labor Distribution e-docs
    • Purchasing e-docs
      • e-SHOP
      • Purchase Order (PO)
      • Purchase Order Amendment (POA)
      • Line-Item Receiving (RCVL)
      • Requisition (REQS)
      • Vendor (PVEN)
  • KDW/Reporting
    • Dashboard Guides and Tutorials
    • Answers Overview
  • FAQ
    • Account Balances FAQ
    • Chart of Accounts FAQ
    • Contracts & Grants FAQ
    • Financial Processing FAQ
    • General Functionality FAQ
    • Purchasing FAQ
    • Workflow FAQ
  • Glossary
  • Acronyms

FAQ

General Functionality

In the legacy world, applications like JEMS and the Payment Request System were completely separate applications from the actual financial system on the mainframe. KFS is different in that we are processing our transactions in the live production system. As a result, occasionally you may be trying to make a transaction using an item (e.g., an account, vendor, etc.) that someone else is also working on, thereby "locking" that item. When this happens, you will not be able to save or submit your e-doc, but you can resolve the situation by doing the following:

  • Make note of which document is locking yours (the error message should tell you this).
  • Open a new browser window and search for that document.
  • Review the route log to see what actions are pending.
  • Call the person who needs to take action on the e-doc, and request that they approve it.

This should release the "lock" and allow you to complete your document.

You may see an error that reads something like, "kfs-prod:the KFS Form you were using:Could not open OJB PersistenceBroker; nested exception is org.apache.ojb.broker.PBFactoryException: Borrow broker from pool failed, using PBKey org.apache.ojb.broker.PBKey: jcdAlias=enWorkflowDataSource, user=null, password=..."

This is a Known Issue. Please report this condition to the KFS Help Desk immediately (you can submit the Incident Report). Unfortunately, you will likely need to redo your e-doc.

There are two ways to see what roles a person has in the system. If you are a KFS User, go to the Administration tab, then in the System panel. Under the Identity header, you will see "Person, Group, Role..." From there, choose one of these methods:
 

  1. Click on Role. In the fifth selection box down (Principal Name), enter the person's NetID, and then click Search. In the the third column of the results, Role Name shows which access, if any, the person has. If no results are found, the person has not been set up with access. More information about the different roles and how to request access is available on the Get Access page.
  2. Click on Person. In the first selection box (Principal Name), enter the person's NetID, and then click Search. In the first column of the results, click on the Principal ID. In the window that appears, click Show on the Membership tab. Either Hide or scroll past the Groups to the Roles section to see what role names the person has.

Division of Financial Services

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Ithaca, NY 14850

Hours:  8:00 a.m. - 4:30 p.m., Monday - Friday

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