| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
| Accounts Receivable Maintenance | ||||||
| Customer | Check Searches, sorting, and clicking links and "Report". | Brett | Documents routing to exception after being submitted | https://kualico.atlassian.net/browse/FINUCONN-603 | ||
| Customer Alias1 | Tested search, lookup specific type, create new, copy, edit and deactivate | Micah | complete 12/19/23 | |||
| Customer Alias2 | Tested search, lookup specific type, create new, copy, edit and deactivate | Micah | complete 12/19/23 | |||
| Collection Status | Tested search, lookup specific type, create new, copy, edit and deactivate | Micah | complete 12/19/23 | |||
| Customer Type | Tested search, lookup specific type, create new, copy, edit and deactivate | Micah | complete 12/19/23 | |||
| Customer Address Type | Tested search, lookup specific type, create new, copy, edit and deactivate | Micah | complete 12/19/23 | |||
| 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 | complete 11/16/23 | |||
| Organization Options | High | Search fields, edit, copy, view and "Reset Form" function correctly. | Alton | Yes. 11/21/2023 | ||
| Organization Accounting Default | High | Bruce | complete 11/16/23 | |||
| Payment Medium | High | Bruce | complete 11/16/23 | |||
| System Information | High | Search fields, edit, copy, view and "Reset Form" function correctly. | Alton | Yes. 11/21/2023 | ||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
| Accounts Receivable Administration | ||||||
| Customer XML Upload | Brett | Y | ||||
| Customer CSV Upload | High | Pull file from production or from Vickie Wiedig. can run as Vickie, viw02002? | Brett | Y | ||
| Customer Invoice/Credit Memo Upload (XML) | Bruce | Y 12/12/23 | ||||
| Customer Invoice/Credit Memo Upload (CSV) | (Bruce) using a test file provided by Vickie Wiedig (Patho lab). check for valid customers, acct and obj code. also that it posts successfully and invoices go to final. | Bruce | Y 12/12/23 | |||
| Labor Ledger Maintenance | ||||||
| Labor Benefits Calculation | 9535752 | Search results match PRD. Able to create, copy, edit, deactivate. Labor Benefit Rate Category Code is required but no * next to field - requirement is dependent on ENABLE_FRINGE_BENEFIT_CALC_BY_BENEFIT_RATE_CATEGORY_IND financial parameter. No back button from view screen, need to use browser navigation. I also got the occasional stack trace error when trying to return Labor Benefits Type Code and Labor Benefit Rate Category code. Seems to happen when incorrect value is submitted first, then error occurs when you try to search and return valid value. - worth Jira ticket?, looks to be a general problem not just labor fields. | Bryon | |||
| Labor Benefits Rate Category | 9535754 | Search results match PRD. Able to create, copy, edit, deactivate. Tested with Labor Benefit Calculation. can use btp98001 No issues with creating and using LBRC - Bryon Tried tp submit without the Labor Benefit Rate Category I got the error it was required. Clicked on the look up to get the Category Code I clicked return value on one of the codes and got a stack trace error however when going back into the LBC screen the Category Code was returned. (Does this belong in Labor Benefit Calculation?? - Bryon) | Steve Bryon | |||
| Labor Benefits Type | Search results match PRD. Able to create, copy, edit, deactivate. Tested with Labor Object Code Benefits, Labor Benefits Calculation . | Bryon | Yes 12/19/2023 | |||
| Labor Object Code | Search results match PRD Able to create, copy, edit, view deactivate. Tested with Labor Benefit Calculation. Documentation says Financial Object Fringe Or Salary Code must equal F or S, but field will accept any letter, number or symbol. https://kuali-financials.zendesk.com/hc/en-us/articles/360051563774-Setting-up-Labor-Distribution-to-calculate-benefits | Bryon | Yes 12/20/2023 | |||
| Labor Object Code Benefits | Search results match PRD Able to create, copy, edit, view, deactivate. Note: Function associates Salary Object Codes with a Labor Benefit Type Code - no edoc test validate Labor Benefit Rate Category Code field. | Bryon | Yes 12/19/2023 | |||
| Labor Position Object Group Code | Search results match PRD Able to create, copy, edit, deactivate. Tested with Labor Object Code. | Bryon | Yes 12/20/2023 | |||
| ADP Position File Upload | Successfully loaded a position file to staging/adp/staging | Bruce | upload successful | Y 12/18/23 | ||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
| Capital Assets Maintenance | ||||||
| Asset | Used daf06010 Used Asset #688845/687064/679211 - Tested: Edit, Merge, Seperate, and Transfer. Clicked through all screens and query windows. Tested renew, and return Search results don't match PRD. Ex. Ran search for all Assets in July 2021. Sandbox has 2 less results, Asset #'s 694540 & 694646. Why? - looks like assets were separated from existing assets after sandbox created and pre-dated. - Talked to Brett, results are ok. New assets use legacy data when separated, merged etc. | Bryon | ||||
| Pre-Asset Tagging | Used daf06010 Able to create, copy, edit, view, deactivate. Not available in PRD, Search in sandbox delivers no results. ok? | Bryon | ||||
| Asset Acquisition Type | Tested lookup. Tested edit and copy. | Alton | Yes. (11/21/2023) | |||
| Asset Condition | Tested search criteria. Test edit and copy. | Alton | Yes. (11/21/2023) | |||
| Asset Depreciation Convention | Test: create, copy, edit. | Bruce | ||||
| Asset Depreciation Method | Test: Edit, lookup. no create or copy.. | Bruce | ||||
| Asset Object Code | Test search criteria. Able to edit and copy. | Alton | ||||
| Asset Retirement Reason | Search results match PRD Able to create, copy, edit, deactivate. Tested with editing Asset Retirement Global. | Bryon | ||||
| Asset Status | Tested search criteria. Able to edit (Edoc 12646290) and copy. | Alton | Yes. (11/21/2023) | |||
| Asset Transaction Type | Search results match PRD Used btp98001 Able to create, copy, edit, deactivate. Unable to test type in Requisition/PO - items do not qualify for Capital Asset Tab because PURCHASING_ACCOUNTS_PAYABLE_OBJECT_LEVELS financial parameter is black. Would determine object codes that qualify. | Bryon | ||||
| Asset Type | Tested search criteria. Able to edit and copy. | Alton | Yes. (11/21/2023) | |||
| Asset Dashboard | Results march PRD | Alton | Yes. (11/21/2023) | |||
| Capital Assets Administration | ||||||
| Asset Global Upload | successfully loaded file into batch | Lan | ||||
| Asset Retirement Global Upload | successfully loaded file into batch | Lan | ||||
| Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
| Contract and Grant Maintenance | ||||||
| Award | High | Tried to create new reward got to where the account info was needed. Entered UC for the chart code clicked on the account search icon and tried to look up an account, it did not return any results (Note : When in the account look up screen thee chart code was blank). I took out the chart code UC clicked on the account search icon and executed a search with no criteria and was able to pull back results and those results included accounts with the Chart code UC. I entered chart code UC on the award doc then click on the account lookup icon then click on reset form the search pulled back results. The Project Director Principal Name Search Icon is not working. Compared to SUP and it is working there. You can enter a NetID in the field in sndbx and the field will recognize a valid ID. Organization look up appears to have the same bug as the account look up | Steve | Check with Brett on who to follow up with on these issues to see if there will be any effect to current input processes. | Org issue : https://kualico.atlassian.net/browse/FINUCONN-628 Project Director issue : | |
| Proposal | High | Search results match PRD. Able to create, copy, edit, view, deactivate. Drill-down awards search works. Tested with Proposal. Organization look up has the same issue here as in the Award - work around works if you reset the form in the search you will get results. The Project Director Principal Name Search Icon is not working. Compared to SUP and it is working there. You can enter a NetID in the field in sndbx and the field will recognize a valid ID. Besides those issues I was able to submit the doc | Steve | Check with Brett on who to follow up with on these issues to see if there will be any effect to current input processes. | Org issue : https://kualico.atlassian.net/browse/FINUCONN-628 Project Director issue : | |
| Agency | Medium | Search results match PRD. Able to create, copy, edit, view, deactivate. Drill-down awards search works. Tested with Proposal. I am not able to see the ability to create, copy, or edit Agency but it does match prod and you can drill down to the awards. The one thing I am noticing as a difference here is that the awards now appear in the Agency search results under the actions column. | Steve | Y 12/13/2023 | ||
| Agency Type | Search results match PRD Able to create, copy, edit, deactivate. Tested with Agency. Tested and verified every filter, opened and checked for sorting of columns where applicable. In cloud you are able to enter * as an Agency Type Code where in SUP it throws an error that the code already exists. | Steve | Y 12/12/2023 | |||
| Award Status | Search results match PRD. Able to create, copy, edit, deactivate. Tested and verified every filter, opened and checked for sorting of columns where applicable. | Steve | Y 12/12/2023 | |||
| CFDA | Search results match PRD. Able to create, copy, edit, deactivate. Tested with Proposal. Tested and verified every filter, opened and checked for sorting of columns where applicable. | Steve | Y 12/12/2023 | |||
| Grant Description | Search results match PRD. Able to create, copy, edit, deactivate. Tested with Award. Tested and verified every filter, opened and checked for sorting of columns where applicable. | Steve | Y 12/12/2023 | |||
| Letter of Credit Fund Group | Search results match PRD. Able to create, copy, edit, deactivate. Tested with Award. Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. | Steve | Y 12/12/2023 | |||
| Proposal Purpose | Search results match PRD. Able to create, copy, edit, deactivate. Tested with Proposal. Tested and verified every filter, opened and checked for sorting of columns where applicable. | Steve | Y 12/12/2023 | |||
| Proposal Status | Search results match PRD. Able to create, copy, edit, deactivate. Tested with Proposal. Tested and verified every filter, opened and checked for sorting of columns where applicable. | Steve | Y 12/12/2023 | |||
| Proposal Type | Search results match PRD. Able to create, copy, edit, deactivate. Tested with Proposal. Tested and verified every filter, opened and checked for sorting of columns where applicable. | Steve | Y 12/12/2023 | |||
| Research Risk Type | Search results match PRD. Able to create, copy, edit, deactivate. Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. | Steve | Y 12/12/2023 | |||
| Sub-Contractor | No records exist as reported during testing phase 1. Able to create, copy, edit, deactivate. Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable. | Steve | Y 12/12/2023 | |||
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