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| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | Jira | Complete? |
Purchasing-Accounts Payable-Vendor Maintenance | ||||||
| Billing Address | Micah | |||||
| Capital Asset System State | Test search criteria. Able to edit | Alton | ||||
| Capital Asset System Type | Micah | |||||
| Carrier | Test search criteria. Able to edit | Alton | ||||
| Delivery Required Date Reason | Micah | |||||
| Electronic Invoice Item Mapping | Test search criteria. Able to edit and copy | Alton | ||||
| Item Reason Added | Micah | |||||
| Item Type | Tested search criteria \. Able to edit and copy | Alton | ||||
| Method of PO Transmission | Bruce | |||||
| Negative Payment Request Approval Limit | Bryon | |||||
| Organization Parameter | Bruce | |||||
| Payment Request Auto Approve Exclusions | Bruce | |||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | Complete? | |
| Purchase Order Batch Defaults | tested add, copy, edit, searchBrucesearch | Steve | Y 11/20/2023 | |||
| Purchase Order Contract Language | tested add, copy, edit, searchBruce | Steve | Y 11/20/2023 | |||
| Purchase Order Quote Language | tested add, copy, edit, searchBruce | Steve | Y 11/20/2023 | |||
| Purchase Order Quote List | tested add, copy, edit, searchBruce | Steve | Y 11/20/2023 | |||
| Purchase Order Quote Status | tested add, copy, edit, searchBruce | Steve | Y 11/20/2023 | |||
| Purchase Order Type | tested add, copy, edit, search | Bruce | ||||
| Purchase Order Vendor Choice | tested add, copy, edit, searchBruce | Steve | Y 11/20/2023 | |||
| Receiving AddressBruce | Steve | Y 11/20/2023 | ||||
| Receiving Threshold | tested add, copy, edit, search | Bruce | ||||
| Recurring Payment Frequency | Bruce | |||||
| Recurring Payment Type | Bruce | |||||
| Requisition Source | tested add, copy, edit, search | Bruce | ||||
| Sensitive Data | tested add, copy, edit, search | Bruce | ||||
| Vendor Stipulation | Bruce | |||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | Complete? | |
| Vendor Maintenance | The Export Options for this section only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
| Address Type | Alton | |||||
| Campus Parameter | Alton | |||||
| Chapter 3 Status | Alton | |||||
| Chapter 4 Status | Alton | |||||
| Commodity Code | Alton | |||||
| Contact Type | Alton | |||||
| Contract Manager | Alton | |||||
| Cost Source | Alton | |||||
| Ownership Type | Alton | |||||
| Ownership Type Category | Alton | |||||
| Payment Terms Type | Alton | |||||
| Phone Type | Alton | |||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | Complete? | |
| The Export Options for this section only includes CSV. No XML or Spreadsheet option. Same as Monsters. | ||||||
| Shipping Payment Terms | Micah | |||||
| Shipping Special Conditions | Micah | |||||
| Shipping Title | Micah | |||||
| Supplier Diversity | Micah | |||||
| Vendor Inactive Reason | Micah | |||||
| Vendor Type | Micah | |||||
| Vendor Hold Code | Micah | |||||
| W-8 Type | Micah | |||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | Complete? | |
| Purchasing Administration | this section removed as it is now handled by Husky Buy. see test 1 for the former contents | |||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | Complete? | |
| PDP / Check Maintenance | ||||||
| Accounting Change Code | Medium | Micah | ||||
| ACH Bank | Medium | Micah | ||||
| ACH Transaction Code | Medium | Micah | ||||
| ACH Transaction Type | Medium | Micah | ||||
| Customer Profile | Medium | Micah | ||||
| Disbursement Number Range | Medium | Micah | ||||
| Disbursement Type | Medium | Micah | ||||
| Format Checks/ACH | High | Brett/Bruce | ||||
| Format Reset | High | Brett | ||||
| Format Summary | High | test doing a search on process id and try to return value. was previously fixed. | Brett/Bruce | |||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | Complete? | |
| Payee ACH Account | High | Search results match PRD. No option to create/edit. ahl05001 worked | Bryon | |||
| Payee Type | Medium | Search results match PRD. No option to create. Editing was successful. use btp98001 - did not need | Bryon | |||
| Payment Bank History | Medium | Search results match PRD. No option to create/edit. use btp98001 | Bryon | view only - works same as KFD-PRD | ||
| Payment Change | Medium | Search results match PRD. No option to create. Editing was successful. use btp98001 | Bryon | |||
| Payment File Batch Upload | Medium | Brett/Bruce | ||||
| Payment Spreadsheet Upload | Low | used for settlement and one off payments | Bruce | |||
| Payment Terms Type | Medium | Search results match PRD. Able to create/copy/edit/deactivate. Tested with Payment Request. | Bryon | can edit OK but can't create new. SAME AS 5.3 | ||
| Payment Status | Medium | Search results match PRD. No option to create. 5/3 (bruce): I retested in both sandbox and UAT. got the same exception error when entering description GT 25 char. No warning msg was given. re-entered w/ 25 char. and that went final. No "Create" function is in UAT. I'm passing this since it works that same way as current. If a longer description is needed, we can create a ticket for KualiCo, but since we've been ok with 25 char. limitation so far, that should be OK. | Bryon Bruce retest | can edit OK but can't create new. Also, description limit is 25 char but does not check for that in entry. But is SAME AS 5.3 | ||
| Search for Batch | High | |||||
| Search for Payment | High | |||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | Complete? | |
| Check Administration | ||||||
| Check Layout | Low | Bruce | ||||
| Check Reconciliation Bank Upload | High | voided checks marked checks as stale tested scenario where check # or amount provided does not exist. | Lan |
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