Tracking testing of the Maintenance and Administration functions for these KFS modules.
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? | ||||||
| Chart of Accounts - Lookup/Reference | ||||||||||||
| Account | Test add, edit, deactivate. - Tested Edit with 2691200 and copied it creating 2691201. I edited both as well as opened and closed. | Steve | Yes 11/3/2023 | |||||||||
| Account Global | Not able to locate in "Jump To" - option is available for authorized user, confirmed using aml00011 - Bryon Successful test using Account Global to update Account information | Bryon | Yes 1/18/2023 | |||||||||
| Account Delegate | Edited hjp05001 on acct 1013040 - also added myself as a delegate via copy and Brett as one via create new. Also activated as well as inactivated. Search works as expected as well as the other screens you can. Minor differences in the screen for Cloud. Person lookup no phone number search option as well as some new additional search criteria options. Navigate back to Account Delegate look up is now available. Return value function works is all searches. Minor observation is that I am unable to return a result on my netID but can in Principal Name. It seems to be working for other NetIDs just not mine. When trying to click on the return criteria I received This search has failed due to a system error. Click Try again and same thing occurs. Go back to look up and 3007 is in the Principal ID field clicked search and got a system error. | Steve | Yes 11/3/2023 | |||||||||
| Account Delegate Global |
| Steve | Yes 11/3/2023 | |||||||||
| Account Delegate Model | All searches work as expected however the Document Type search with in the model has the parent name field and when hitting the magnifying glass it tries to execute a search but nothing happens outside of putting the label on the banner. | Steve | Yes 11/8/2023 | |||||||||
| Account Delegate Global From Model | All searches work as expected however the Document Type search with in the model has the parent name field and when hitting the magnifying glass it tries to execute a search but nothing happens outside of putting the label on the banner. | Steve | Yes 11/9/2023 | |||||||||
| Object Code | Test - Submitted and followed edoc through workflow. Edited OC. Deactivated OC. Disapproval of edit. | Bryon | Yes 12/13/2023 | |||||||||
| Object Code Global (Global Object Edit Definition) | Medium | Test - Submitted and followed edoc through workflow. Edited, Deactivated all different rule options, exclusions etc. Disapproval of edit. | Bryon | Yes 12/13/2023 | ||||||||
| Organization | Micah | Complete 11/6/2023 All search fields fully functional. | ||||||||||
| Organization Review | Medium | Test create new edoc (Group, Role, and Pricipal). Test copy/edit, create delegation. Test approval changes on IBs. Note that documentation indicates this is for Chart manager only. Actually, the Chart manager cannot access this, it is for Technical Administrator, role 63, only. Test all functions: view, edit, copy and create delegation. | Bryon | Yes 12/14/2023 | ||||||||
| Project Code | test create, edit and copy. See projects 101*. | Bryon | Yes 12/14/2023 | |||||||||
| Sub-Account | High | Test change and add new. route to FO, FO change descr. | Bryon | Yes 12/14/2023 | ||||||||
| Sub-Object Code | High | Test change and add new. route to FO, FO change descr. | Bryon | Yes 12/14/2023 | ||||||||
| Sub-Object Code Global | Medium | Test manual entry of object and account, test multi selection/entry of object and account. | Bryon | Yes 12/15/2023 | ||||||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? | ||||||
| COA Maintenance | ||||||||||||
| Account Type | Micah | Complete 11/6/2023 All search fields fully functional. | ||||||||||
| Accounting Period | Successfully test all search fields | Alton | Yes. 11/9/2023 | |||||||||
| AICPA Function | Tested search fields and edit/copy functions | Alton | Yes. 11/9/2023 | |||||||||
| Balance Type | Search results match PRD Successfully created new edoc. Tested new type on JV. Deactivated balance type. Received error "The Balance Type Code (Balance Type) may only consist of letters or digits.", but edoc accepted *, rejected '@,+,_ etc.' - OK per Brett | Bryon | Yes 1/9/2024 | |||||||||
| Banner Crosswalk | Labeled "Banner Crosswalk Document." Test copy, edit and create functions. Test remove the debit/credit flag. | Steve | Yes. 12/1/2023 | |||||||||
| Basic Accounting Category | Test - new type on Object Type. Deactivated category. | Steve | Yes 12/1/2023 | |||||||||
| Budget Aggregation Code | Test - new code on Object Code. Deactivated category. | Steve | Yes 12/1/2023 | |||||||||
| Budget Recording Level | Steve | Yes 12/1/2023 | ||||||||||
| Chart | Micah | Complete 11/6/2023 All search fields fully functional. | ||||||||||
| Federal Function | Micah | Complete 11/6/2023 All search fields fully functional. | ||||||||||
| Federal Funded Code | Tested search fields and edit/copy functions | Alton | Yes, 11/9/2023 | |||||||||
| Fiscal Year Function Control | FYE | Successfully created new edoc for 2024 code. Deactivated 2023 code. Tested code changes on Budget Adjustment. | Bryon | Yes 12/15/2023 | ||||||||
| Fund Group | Tested search fields and edit/copy functions | Alton | Yes, 11/9/2023 | |||||||||
| Fund SID | Created new, edited and does not appear to be a delete option | Steve | Yes 11/9/23 | |||||||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? | ||||||
| Department Account Owner | This is labeled as, DepartmentAccountOwnerCodeMaintenanceDocument on the list. | Steve | Yes 12/1/2023 | |||||||||
| Department Account Type | This is labeled as, DepartmentAccountTypeCodeMaintenanceDocument on the list. | Steve | Yes 12/1/2023 | |||||||||
| Equipment Ownership | This is labeled as, EquipmentOwnershipCodeMaintenanceDocument on the list. | Steve | Yes 12/1/2023 | |||||||||
| Grad Indicator Code | This is labeled as, GradIndicatorCodeMaintenanceDocument on the list. | Steve | Yes 12/1/2023 | |||||||||
| Higher Education Function | Micah | Complete 11/6/2023 All search fields fully functional. | ||||||||||
| Indirect Cost Recovery Rate | Search fields function correctly. Edit and Copy actions function as expected. (11/20/2023) | Steve | Y 12/15/2023 | |||||||||
| Indirect Cost Recovery Rate Detail | University Fiscal Year, Rate Id, Status and Object code fields work as expected. Searching using Chart Code or Account Number fields don't work. (11/20/2023) | Alton | 11/20/2023 | |||||||||
| Indirect Cost Recovery Exclusion By Account | Test with jel07015. - Are we still using this there are no values returned in prod or sndbx | Bryon | Yes 12/18/2023 | |||||||||
| Indirect Cost Recovery Type | Search results match PRD Successfully created, copy, edit new edoc. Deactivated type. | Bryon | Yes 12/18/2023 | |||||||||
| Indirect Cost Recovery Exclusion By Type | Search results match PRD inquiry - successful. looked up type 10 and matched PRD. Looked up created exclusions. Tested exclusion by submitting IB/DV , checked General ledger entry | Bryon | Yes 12/18/2023 | |||||||||
| Mandatory Transfer Elimination | Micah | Complete 11/6/2023 All search fields fully functional. | ||||||||||
| Object Consolidation | Micah | Complete 11/6/2023 All search fields fully functional. | ||||||||||
| Object Level | Search fields function correctly. Edit and Copy actions function as expected. (11/20/2023) | Alton | 11/20/2023 | |||||||||
| Plant Cash Reporting | Search fields function correctly. "Create New" also functions correctly. Created test document under the Plant Cash Reporting Name of "TEST". (11/20/2023). | Alton | 11/20/2023 | |||||||||
| Plant Funds Parent Code | Steve | 12/1/2023 | ||||||||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? | ||||||
| Object Sub-Type | Micah | Complete 11/6/2023 All search fields fully functional. | ||||||||||
| Object Type | Micah | Complete 11/6/2023 All search fields fully functional. | ||||||||||
| Offset Account | Search fields and "Create New" function correctly. (11/21/2023) | Alton | (11/21/2023 | |||||||||
| Offset Definition | Search fields, edit, copy and view fields function correctly. (11/20/2023) | Alton | (11/20/2023 | |||||||||
| Organization Reversion | Need to identify user with access to create new. 12/19: (bruce) ORGR can be initiated by anyone in security group 10330-Chart Manager, with a qualifier to the chart being entered (i.e. qualifier UC for chart UC, etc). Some current chart managers are: Annette Pavone - aml00011; Lori Hansen-loh07003; Stacy Russolino-sts10006. there are a few others, check group 10330 for the latest. 12/19 - Not used anymore per Brett. Ok that Create New button doesn't exist. | Bryon | Yes 12/19/2023 | |||||||||
| Organization Reversion Category | Search results match PRD Successfully created, copy, edit new edoc. Deactivated type. | Bryon | Yes 12/18/2023 | |||||||||
| Organization Type | Micah | Complete 11/6/2023 All search fields fully functional. | ||||||||||
| Responsibility Center | Search fields, edit and copy fields function correctly. (11/20/2023) | Alton | 11/20/2023 | |||||||||
| Restricted Status | Search results match PRD Successfully created, copy, edit new edoc. Tested with Account edit. Deactivated type. | Bryon | Yes 12/18/2023 | |||||||||
| Sub-Fund Group | Search results match PRD Successfully created, copy, edit new edoc. Tested with Account edit. Deactivated type. Financial Reporting Sort Code Sorts Alphabetically instead of numerically - OK per Brett, same as PRD | Bryon | Yes 12/18/2023 | |||||||||
| Sub-Fund Group Type | Search results match PRD Successfully created, copy, edit new edoc. Tested with Sub-Fund Group edit. Deactivated type. | Bryon | Yes 12/18/2023 | |||||||||
| Sufficient Funds Code | Search results match PRD Able to edit existing code No option to create new. OK per Brett, not used anymore | Bryon | Yes 12/19/2023 | |||||||||
| University Budget Office Function | Search results match PRD Successfully created, copy, edit new edoc. Deactivated code. Tested with Higher Education Function | Bryon | Yes 12/19/2023 | |||||||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? | ||||||
| Financial Processing / Accounting Maintenance | Steve | |||||||||||
| Cash Drawer | High | In current KFS, per Sherri Manis, Bursar doesn't use Maintenance>Cash Drawer link but use Main Menu > Cash Management. Meeting with Sherri on Thursday | Steve |
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| Cash Management | High | Ran through a couple scenarios after talking with Sheri. One thing to make sure to test is when you try to open another cash management doc that the systems stops you and let's you know that one has already been open and references the doc #. | Steve |
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| Credit Card Type | Medium | Create New - Edit- Copy- Inactivate - Search works as expected | Steve | 11/9/2023 | ||||||||
| Credit Card Vendor | Medium | Did a search compared the data prod vs cloud one minor thing is that prod has a different format for 3 of the vendors not sure if this would effect any reporting etc. UConn One Card Office – wireless vs UConn One Card Office – wireless I do not see the same issue as above, but I get a symbol in prd and sbx where the discrepancy is described:
Successful create, edit, deactivating tests. Tested on CC receipt - Bryon 1/18 | Steve | Disbursement Voucher Batch Defaults | Medium | Created New - Edited - send through workflow | Steve | 11/(1/31: note - Bryon is following up on the above display anomaly and will update with results) 1/31/24: note this was corrected via ticket ISD-237870 as a data-only issue. I manually edited the 3 vendors, deactivated two of the vendors and removed the "special character" from the third. It is all set now. (bruce) | Steve | Y 1/31/24 | ||
| Disbursement Voucher Batch Defaults | Medium | Created New - Edited - send through workflow | Steve | 11/9/2023 | ||||||||
| Disbursement Voucher Payment Reason | Medium | Created New - Edited - send through workflow | Steve | 11/9/2023 | ||||||||
| Disbursement Voucher Tax Income Class | Low | The copy/create new feature is no longer supported by base. Agreed we don't need this. | Steve/Bruce | N/A | ||||||||
| Non-Resident Tax Percent | Medium | looked at who can initiate (only System Manager, role 44). Successful create, edit, deactivating tests. Tested in DV through chc03008 (tax manager) profile | Bryon | 1/18/2023 | ||||||||
| Payment Method | Medium | Search Results matched PRD. Confirmed correct payment types available in DV, CM, PREQ, Vendor. 12/19 - No longer have ability to create/edit Payment methods, managed by Kuali. OK per Brett | Bryon | Yes 12/19/2023 | ||||||||
| Procurement Cardholder | High | Used btp98001 to test. Successfully created, copy, edit, cancel new edoc. | Steve | 12/1/2023 | ||||||||
| Procurement Card Defaults | Medium | Used btp98001 to test. Successfully created, copy, edit new edoc. No existing search results. | Bryon | 12/1/2023 | ||||||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? | ||||||
| Accounting-Finanancial Processing Administration | ||||||||||||
| Disbursement Voucher CSV Upload | High |
1/30 - Bryon - Tested new upload foirmat insandbox. Working on info doc to send to uploaders. | Steve | 12/20/2023 | ||||||||
| Disbursement Voucher XML Upload | Medium | Steve | 12/20/2023 | |||||||||
| Collector Flat File Upload | High | Test - load a .txt file and confirmed it created a .data & .done file in batch. Test - try to upload a bogus .txt. file | Steve | Y 11/15/2023 | ||||||||
| Labor Enterprise Feed Upload | Medium | entered multiple test and recon files playing with the dates to see where or if they are effected. cldtst3 set ID should be positive test. Check out tomorrow morning | Steve | Y
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| Check Reconciliation | High | Search results match PRD. "Access to uconn-sbx.kuali.co was denied. You don't have authorization to view this page." screen pops up when searching for Bank Code/Account number if check number contains symbols. Any way to produce error message instead? Bank Account # does not return when searching. Uploaded 1/4 check recon bank files to test file upload. Success. - Bryon 1/18 full recon tested by Lan - see Check Recon Bank upload for notes - successful test. | Brett/Lan | Y 1/31/24 | ||||||||
| Reconciliation Report | High | Test - PDF and Excel Export - Sandbox results match PRD | Bryon | Yes 1/18/2023 | ||||||||
| Automated Journal Vouchers Sets | Medium | Search results match PRD Successfully created, copy, edit new edoc. Tested with Automated Journal Vouchers Type. Deactivated set. Create, copy and edit also search and view. | Bryon | Yes 12/19/2023 | ||||||||
| Automated Journal Vouchers Types | Medium | Successfully created, copy, edit new edoc. Deactivated type. Test - Create copy and edit, search and view. This is not used online, since these are edited/added weekly via SQL script as part of the Friday and month end RJE batch process. | Bryon | Yes 12/19/2023 | ||||||||
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