The chartOfAccountsInquiry provides basic information about the KFS chart of accounts based on a set of request parameters.
WSDL: DEV - https://kualinp.uconn.edu/kfs-dev/remoting/chartOfAccountsInquiry?wsdl
UAT - https://kualinp.uconn.edu/kfs-uat/remoting/chartOfAccountsInquiry?wsdl
PROD - https://kualinp.uconn.edu/kfs-prd/remoting/chartOfAccountsInquiry?wsdl
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Inquiries:
getAccount will retrieve information one account.
Required – account number
getAccounts will retrieve information on all accounts within a set of selection criteria.
Required – subFund
Optional – organization code
Optional – from Date (yyyy-mm-dd format)
Optional – to Date (yyyy-mm-dd format)
Attributes returned:
Id
Account name – description of account
Account number
Chart of Accounts code – usually UC
Status – New, Open, Close, Changed
FiscalOfficerIdentifier – netid
Account Type Code
Bank code
Consolidation Chart of Accounts code
Consolidation Account Number
Reports to Account Number
Reports to Chart of Accounts Code
FundSid Code
FundSid description
Account Manager System Identifier – netid
Account supervisor Systems Identifier – netid
Organization Code
SubFund group code
Department account owner code
Department reference 1
Cfda number
Project name
Plant funds parent code
Plant funds parent code description
Account expense guideline text
Account income guideline text
Account purpose text
Sample code for retrieving a Single Account:
Java:
// retrieve single account record
AccountInquiryServiceHelper accountInquiryServiceHelper = SpringContext.getBean(AccountInquiryServiceHelper.class);
UnifierAccount account = new UnifierAccount();
account = accountInquiryServiceHelper.getAccount(balance.getAccount().getAccountNumber());
SOAP:
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:v5="http://kfs.kuali.org/core/v5_0">
<soapenv:Header/>
<soapenv:Body>
<v5:getAccount>
<!-Optional:->
<arg0>
<accountNumber>7744640</accountNumber>
</arg0>
</v5:getAccount>
</soapenv:Body>
</soapenv:Envelope>
RUBY On RAILS:
require 'savon'
client = Savon.client(
:wsdl => "https://kualinp.uconn.edu/kfs-uat/remoting/chartOfAccountsInquiry?wsdl",
:ssl_verify_mode => :none,
:namespace => "http://kfs.kuali.org/core/v5_0"
)
puts client.operations
response = client.call(:get_accounts, soap_action: false,
message: {
arg0: {
accountNumber:7744640
}
})
puts response.to_xml
Sample Good Result:
<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
<soap:Body>
<ns2:getAccountResponse xmlns:ns2="http://kfs.kuali.org/core/v5_0">
<return>
<id>21181adc-d953-4e0a-8ef3-3eb3ca7f3176</id>
<accountName>902118</accountName>
<accountNumber>7744640</accountNumber>
<chartOfAccountsCode>UC</chartOfAccountsCode>
<status>OPEN</status>
<fiscalOfficerIdentifier>kar05009</fiscalOfficerIdentifier>
<accountTypeCode>UI</accountTypeCode>
<bankCode>17</bankCode>
<consolidationChartOfAccountsCode/>
<consolidationAccountNumber/>
<reportsToAccountNumber/>
<reportsToChartOfAccountsCode/>
<FundSIDCode>3952010</FundSIDCode>
<fundSIDDescription>Go Bond Uconn2000/21st Century</fundSIDDescription>
<accountManagerSystemIdentifier>lac12009</accountManagerSystemIdentifier>
<accountsSupervisorySystemsIdentifier>hls00005</accountsSupervisorySystemsIdentifier>
<organizationCode>1832</organizationCode>
<subFundGroupCode>PLBND</subFundGroupCode>
<departmentAccountOwnercode>NGC</departmentAccountOwnercode>
<departmentReference1>ACTIVE</departmentReference1>
<cfdaNumber/>
<projectName>East Central Campus Utility Upgrade</projectName>
<plantFundsParentCode>1173</plantFundsParentCode>
<plantFundsParentCodeDescription>Def Mtn/Code & ADA Cmp/Inf Imp & Reno Lump Sum/UA&S Fac</plantFundsParentCodeDescription>
<accountExpenseGuidelineText>Utility upgrade. Will capitalize. A Pavone 9/16/16.</accountExpenseGuidelineText>
<accountIncomeGuidelineText>Conform to University/Sponsor policies.
PER KS/SJ EMAIL, SH/N BE CHARGED PAYROLL - REMOVED PAYROLL INDICATOR 3/9/18.</accountIncomeGuidelineText>
<accountPurposeText>Project will re-route, replace, upgrade or add utilities in order to facilitate construction of South Campus Commons project planned for construction in 2018. Also consider & replace aged infrastructure in general area of South Campus Commons & consider future projects will impact utility distribution.</accountPurposeText>
</return>
</ns2:getAccountResponse>
</soap:Body>
</soap:Envelope>
Sample Bad Result:
<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
<soap:Body>
<soap:Fault>
<faultcode>soap:Server</faultcode>
<faultstring>Account not found.</faultstring>
<detail>
<ns2:AccountInquiryFault xsi:nil="true" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:ns2="http://kfs.kuali.org/core/v5_0"/>
</detail>
</soap:Fault>
</soap:Body>
</soap:Envelope>