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" | Steve | ||||
| 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 | |||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
| COA Maintenance | Steve | |||||
| 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 | Bryon | |||||
| 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 | |||
| 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 | ||||
| Indirect Cost Recovery Type | copied type 10 to new type 11 (and removed some object codes). Edit 11, chg description, deactivate 8230 and 8235. | Bryon | ||||
| Indirect Cost Recovery Exclusion By Type | Bryon | |||||
| 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 | Bryon | |||||
| Organization Reversion Category | Bryon | |||||
| 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 | . | Bryon | ||||
| Sub-Fund Group | Bryon | |||||
| Sub-Fund Group Type | Bryon | |||||
| Sufficient Funds Code | Bryon | |||||
| University Budget Office Function | Bryon | |||||
| 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 | Steve | |||
| 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). | Steve | |||
| Payment Method | Medium | Test - create, copy, edit new edoc. Test with Sub-Fund Group edit. Deactivated type. KFS doesn't seem to recognize payment methods other than default. PM form has different fields than help doc https://kuali-financials.zendesk.com/hc/en-us/articles/10241265372571-Payment-Method. Matches PRD. Tested with DV, no payment method option on PREQ or CM. | Bryon | |||
| 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 |
| Steve | |||
| Disbursement Voucher XML Upload | Medium | Steve | ||||
| 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 | Brett | ||||
| Reconciliation Report | High | Test - PDF and Excel Export | Brett | |||
| Automated Journal Vouchers Sets | Medium | Test, - copy and edit also search and view. | Bryon | |||
| Automated Journal Vouchers Types | Medium | 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 | |||