| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? | ||||||||||||
| Accounts Receivable Maintenance | ||||||||||||||||||
| Customer | Bruce | created new customer successfully. edited customer successfully. | Y | |||||||||||||||
| Customer Alias1 | Bruce | Created new Alias 1 - CONC. edited another Alias. | Y | |||||||||||||||
| Customer Alias2 | Bruce | Created new Alias 2 - CONC. edited another Alias. | Y | |||||||||||||||
| Collection Status | Bruce | Created new Collection Status - TESTCOL. Edit status was also successful. | Y | |||||||||||||||
| Customer Type | able to search, lookup specific type, create new, copy and edit. can also deactivate. | Bruce | tested create new, edit, copy, deactivate and various searches including wildcard on description. all worked successfully | Y | ||||||||||||||
| Customer Address Type | able to search, lookup specific type, create new, copy and edit. can also deactivate | Bruce | tested all functions: create, edit, copy, search, deactivate. all worked successfully. | Y | ||||||||||||||
| Customer Invoice Item Code | note that we do not currently use this, but was able to create and edit, using Vickie Wiedig's netID (viw02002). | Bruce | tested all functions using amp03015 netID. search, create, edit, deactivate and copy all worked successfully. | Y | ||||||||||||||
| Invoice Recurrence | Medium | NOTE: we no longer use Invoice Recurrence. It has been disabled via the parameter for recurrence frequency (parm is blank). | jim | N/A | ||||||||||||||
| Organization Options | High | jim |
| Y | ||||||||||||||
| Organization Accounting Default | High | jim | Y | |||||||||||||||
| Payment Medium | High | jim | Y | |||||||||||||||
| System Information | High | jim |
| Y | ||||||||||||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? | ||||||||||||
| Accounts Receivable Administration | ||||||||||||||||||
| Customer XML Upload | aml00011 see Q:Finance Systems > Kuali Upgrade Project Folder > June End-to-ENd Testing for files | Jim | Y | |||||||||||||||
| Customer CSV Upload | High | aml00011 see Q:Finance Systems > Kuali Upgrade Project Folder > June End-to-ENd Testing for files | Jim | Y | ||||||||||||||
| Lockbox Upload | permission is not assigned to a role, not used currently in Treasury Group | Jim | N/A ? | |||||||||||||||
| Customer Invoice/Credit Memo Upload (XML) | aml00011 see Q:Finance Systems > Kuali Upgrade Project Folder > June End-to-ENd Testing for files | Jim | Y | |||||||||||||||
| Customer Invoice/Credit Memo Upload (CSV) | aml00011 see Q:Finance Systems > Kuali Upgrade Project Folder > June End-to-ENd Testing for files | Jim | Y | |||||||||||||||
| Labor Ledger Maintenance | ||||||||||||||||||
| Labor Benefits Calculation | 9535752 | aml00011 | Jim |
| NY | |||||||||||||
| Labor Benefits Rate Category | 9535754 | btp98001 9/15 use aml00011. system manager does not seem to access access with KFS 8. aml00011 Does can access the screen but everything is missing. | Jim |
| NY | |||||||||||||
| Labor Benefits Type | 9535755 | Jim | Y | |||||||||||||||
| Labor Object Code | 9535756 | Jim | Y | |||||||||||||||
| Labor Object Code Benefits | 9535757 | Jim |
| NY | ||||||||||||||
| Labor Position Object Group Code | 9535758 | Jim | Y | |||||||||||||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? | ||||||||||||
| Labor Ledger Administration | ||||||||||||||||||
| ADP CSF Tracker File Upload | jim | Y | ||||||||||||||||
| ADP Encumbrance File Upload | jim | Y | ||||||||||||||||
| ADP Non Labor Distribution File Upload | jim | Y | ||||||||||||||||
| ADP Payroll File Upload | jim | Y | ||||||||||||||||
| ADP Position File Upload | jim | Y | ||||||||||||||||
| Centrally Funded CBI File Upload | jim | Y | ||||||||||||||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? | ||||||||||||
| Capital Assets Maintenance | ||||||||||||||||||
| Asset | daf06010 Tested: Edit, Merge, Seperate, and Transfer. Clicked through all screens and query windows. submitted and approved edocs start to finish. Tested renew, and return | jim | Y | |||||||||||||||
| Pre-Asset Tagging | Changed to 'Pre Asset Tagging' in KFS 8. Is this used? do not have permissions using alr03008 or daf06010 | jim | N/A? | |||||||||||||||
| Asset Acquisition Type | jim | Y | ||||||||||||||||
| Asset Condition | jim | Y | ||||||||||||||||
| Asset Depreciation Convention | jim | Y | ||||||||||||||||
| Asset Depreciation Method | jim | Y | ||||||||||||||||
| Asset Location Type | Looks like this has been removed from Kuali Monsters. Zendesk release notes stated it has been removed. | jim |
| N/A | ||||||||||||||
| Asset Object Code | jim | Y | ||||||||||||||||
| Asset Retirement Reason | jim | Y | ||||||||||||||||
| Asset Status | jim | Y | ||||||||||||||||
| Asset Transaction Type | jim |
| NY | |||||||||||||||
| Asset Type | jim | Y | ||||||||||||||||
| Asset Payment Document Type | Looks like this has been removed from Kuali Monsters. Zendesk release notes stated it has been removed. | jim |
| N/A | ||||||||||||||
| Capital Assets Administration | ||||||||||||||||||
| Asset Global Upload | jim | Y | ||||||||||||||||
| Asset Retirement Global Upload | daf06010 | jim | Y | |||||||||||||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? | ||||||||||||
| Contract and Grant Maintenance | ||||||||||||||||||
| Award | High | backdoor jel07015 | jim | Y | ||||||||||||||
| Proposal | High | Could not find with jel07015 | jim | Y | ||||||||||||||
| Agency | Medium | jim | Y | |||||||||||||||
| Agency Type | Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. | jim | Y | |||||||||||||||
| Award Status | Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. | jim | Y | |||||||||||||||
| Catalog of Federal Domestic Assistance (CFDA) | Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. | jim | Y | |||||||||||||||
| Grant Description | Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. | jim | Y | |||||||||||||||
| Letter of Credit Fund Group | Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. | jim | Y | |||||||||||||||
| Proposal/Award Close | 2/28/20, Bruce L. NOTE: this eDoc type has never been used in production and does not display on the upgrade menu - even when impersonating mgg14002 - the C&G manager (role 38) who should be able to access this. very low priority. | N/A | ||||||||||||||||
| Proposal Purpose | Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. | jim | Y | |||||||||||||||
| Proposal Status | Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. | jim | Y | |||||||||||||||
| Proposal Type | Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. | jim | Y | |||||||||||||||
| Research Risk Type | Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. | jim | Y | |||||||||||||||
| Sub-Contractor | Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. No records exist, may not be in active use | N/A ? | ||||||||||||||||
...