Kuali Cloud Template AP, AR & Purchasing

Click "Edit" (above right) to make changes to this page. Click "Update" when done.

Accounts Receivable Processing eDoceDoc codeCommentsAssigned ToNotesJIRAComplete Y/N
Cash ControlCTRLsearch for CTRL, within CTRL search for Customer, and adding Cash Controls detail line. Bruce


Customer Credit MemoCRM
Bruce


Customer InvoiceINV
Bruce




Customer Invoice recurrence

INV

Low

requires entry of recurring invoice settings on the invoice, see current documentation.

Not sure this was resolved from KFS-"7" upgrade (2020): 

was able to enter all info, but when submitted, the eDoc went to exception status.  see error message in JIRA.

3/5/20 update:  found that this issue is also present in 5.3 KFS Production.  Also this issue is not present in Monsters.  David and I believe this is likely a permission or workflow issue that is not specific to the upgrade.  This still needs to be tested but may not be ready for the UAT.  see KPS-1005

Also note that we are no longer using recurring invoices.

Bruce



N/A

Customer Invoice Writeoff

INVW

test as amp03015Bruce




Customer Invoice Writeoff Lookup
look up invoices on customer UCP11691.Bruce


Payment ApplicationAPP
Bruce




Purchasing eDoc (without HuskyBuy)eDoc codeCommentsAssigned ToNotesJIRAComplete Y/N
Requisition

REQS

High

Test No Print and Vendor Search.

Lan


Bulk ReceivingRCVB
?


Line Item Receiving

RCVL

High


4/14/20 - note that this function is not actually used.  although this has never been retested, it is being changed to "N/A".

Lan


N/A
Shop Catalogsn/ahold off until ready to test HuskyBuy interfaces


N/A
Payment Request (vendor invoice)PREQ

Bruce



Disbursement Voucher

DV

High

test all types

Lan





Contract Manager AssignmentACM
Lan





Vendor Credit MemoCM
Lan




Vendor - addPVENCreated a new vendor and then make a change to that division. 



Vendor - editPVEN




Vendor SearchPVEN

Brett, Lan, Bruce