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| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | Jira | Complete? |
Purchasing-Accounts Payable-Vendor Maintenance | ||||||
| Billing Address | Test search criteria. Able to edit | Micah | Yes. (12/19/2023) | |||
| Capital Asset System State | Test search criteria. Able to edit | Alton | Yes. (11/21/2023) | |||
| Capital Asset System Type | Test search criteria. Able to edit | Steve | Y 12/14/2023 | |||
| Carrier | Test search criteria. Able to edit | Alton | Yes. (11/21/2023) | |||
| Delivery Required Date Reason | Test search, create new, edit, inactive | Steve | Y 12/14/2023 | |||
| Electronic Invoice Item Mapping | Test search criteria. Able to edit and copy | Alton | Yes. (11/27/2023) | |||
| Item Reason Added | Test search, create new, edit, inactive | Steve | Y 12/14/2023 | |||
| Item Type | Tested search criteria \. Able to edit and copy | Alton | Yes. (11/21/2023) | |||
| Method of PO Transmission | Activated then tried to inactivate : Errors found in this Section: Cannot inactivate this Method of PO Transmission because it is being used in system parameters. | Bruce/Steve | Will run this by Bruce 2/7: tested all functions (Bruce). all worked except (as noted) once activated, we cannot deactivate "FAX" because it's being used in a parameter. this is ok, especially since we should not be changing these except under rare circumstances. Passing this. | Y 2/7/24 | ||
| Negative Payment Request Approval Limit | Search results match PRD. Able to create/copy/edit/deactivate. Tested with Payment Request. | Bryon | Y 12/28/2023 | |||
| Organization Parameter | Steve | Y 12/14/2023 | ||||
| Payment Request Auto Approve Exclusions | Steve | Y 12/14/2023 | ||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | Complete? | |
| Purchase Order Batch Defaults | tested add, copy, edit, search | Steve | Y 11/20/2023 | |||
| Purchase Order Contract Language | tested add, copy, edit, search | Steve | Y 11/20/2023 | |||
| Purchase Order Quote Language | tested add, copy, edit, search | Steve | Y 11/20/2023 | |||
| Purchase Order Quote List | tested add, copy, edit, search | Steve | Y 11/20/2023 | |||
| Purchase Order Quote Status | tested add, copy, edit, search | Steve | Y 11/20/2023 | |||
| Purchase Order Type | tested add, copy, edit, search | Bruce | I am not seeing this via the jump to function - I also experienced this. shouldn't brett/bruce have permission based on role 47? Option is also available to me in PRD - Bryon 1/18 | |||
| Purchase Order Vendor Choice | tested add, copy, edit, search | Steve | Y 11/20/2023 | |||
| Receiving Address | Steve | Y 11/20/2023 | ||||
| Receiving Threshold | tested add, copy, edit, search | Steve | Y | |||
| Recurring Payment Frequency | Steve | Y | ||||
| Recurring Payment Type | Steve | Y | ||||
| Requisition Source | tested add, copy, edit, search | Steve | Y | |||
| Sensitive Data | tested add, copy, edit, search | Steve | Y | |||
| Vendor Stipulation | Steve | Y | ||||
| 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 | Not showing up in Kuali Cloud, however it is in KFS prod | Alton | Customer address type. tested all options, works ok. (bruce, 2/7) | Y 2/7/24 | ||
| Campus Parameter | Test search, edit and copy. | Alton | Yes. (11/21/2023) | |||
| Chapter 3 Status | Test search fields, edit and copy. | Alton | Yes. (11/21/2023) | |||
| Chapter 4 Status | Test search fields, edit and copy. | Alton | Yes. (11/21/2023) | |||
| Commodity Code | Search fields, along with edit and copy functions work correctly. | Alton | Yes. (11/21/2023) | |||
| Contact Type | Test search fields, edit and copy. | Alton | Yes. (11/21/2023) | |||
| Contract Manager | Test search fields, edit and copy. | Alton | Yes. (11/21/2023) | |||
| Cost Source | Test search fields, edit and copy. | Alton | Yes. (11/21/2023) | |||
| Ownership Type | Test search fields, edit and copy. | Alton | Yes. (11/21/2023) | |||
| Ownership Type Category | Test search fields, edit and copy. | Alton | Yes. (11/21/2023) | |||
| Payment Terms Type | Test search fields, edit and copy. | Alton | Yes. (11/21/2023) | |||
| Phone Type | Test search fields, edit and copy. | Alton | Yes. (11/21/2023) | |||
| 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 | Steve | Y | ||||
| Shipping Special Conditions | Steve | Y | ||||
| Shipping Title | Steve | Y | ||||
| Supplier Diversity | Steve | Y | ||||
| Vendor Inactive Reason | Steve | Y | ||||
| Vendor Type | Steve | Y | ||||
| Vendor Hold Code | Steve | Y | ||||
| W-8 Type | Steve | Y | ||||
| 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 | Steve | Y | |||
| ACH Bank | Medium | Steve | Y | |||
| ACH Transaction Code | Medium | Steve | Y | |||
| ACH Transaction Type | Medium | Steve | Y | |||
| Customer Profile | Medium | Steve | Y | |||
| Disbursement Number Range | Medium | Steve | Y | |||
| Disbursement Type | Medium | Steve | Y | |||
| Format Checks/ACH | High | Brett/Bruce | Steve - Ran the process it appears to have worked as expected. Will follow up to ensure it has. Process ID 10003493. 1/30: formatted DV check pmt, OK. | Y 1/30/24 | ||
| Format Reset | High | Brett | ||||
| Format Summary | High | test doing a search on process id and try to return value. was previously fixed. | Brett/Bruce | After running the Format Checks/ACH it appeared to pull the data when searching for the process ID created. 1/30: tested display - OK | Y 1/30/24 | |
| 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 | Steve | Y | ||
| Payee Type | Medium | Search results match PRD. No option to create. Editing was successful. use btp98001 - did not need | Steve | Y 21 Nov 2023 | ||
| Payment Bank History | Medium | Search results match PRD. No option to create/edit. use btp98001 | Steve | view only - works same as KFD-PRD | Y 11/28/2023 | |
| Payment Change | Medium | Search results match PRD. No option to create. Editing was successful. use btp98001 | Steve | Y 11/28/2023 | ||
| Payment File Batch Upload | Medium | Brett/Bruce | Steve - I ran one of these 12/1 it appears to be working. There will be a need to go over the new format as it has changed for what is used in prod today. | |||
| 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 Steve - It appears create new works now | Y 12/14/2023 | |
| 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 | Y 12/14/2023 | |
| Search for Batch | High | Y 12/14/2023 | ||||
| Search for Payment | High | Y 12/14/2023 | ||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | Complete? | |
| Check Administration | ||||||
| Check Layout | Low | Steve | 01/02/2024 | |||
| Check Reconciliation Bank Upload | High | voided checks marked checks as stale tested scenario where check # or amount provided does not exist. | Lan | Using December month data, uploaded BANK01, no errors, ran checkreconciliationjob, succeeded, ran externalcheckReconcialiationJob, succeeded, all look good. | Y 1/18/2024 |
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