Kuali Cloud Template AP, AR & Purchasing
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Accounts Receivable Processing eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete Y/N |
Cash Control | CTRL | search for CTRL, within CTRL search for Customer, and adding Cash Controls detail line. | Bruce | |||
Customer Credit Memo | CRM | Bruce | ||||
Customer Invoice | INV | 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 amp03015 | Bruce | |||
Customer Invoice Writeoff Lookup | look up invoices on customer UCP11691. | Bruce | ||||
Payment Application | APP | Bruce |
Purchasing eDoc (without HuskyBuy) | eDoc code | Comments | Assigned To | Notes | JIRA | Complete Y/N |
Requisition | REQS High | Test No Print and Vendor Search. | Lan | |||
Bulk Receiving | RCVB | ? | ||||
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 Catalogs | n/a | hold 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 Assignment | ACM | Lan | ||||
Vendor Credit Memo | CM | Lan | ||||
Vendor - add | PVEN | Created a new vendor and then make a change to that division. | ||||
Vendor - edit | PVEN | |||||
Vendor Search | PVEN | Brett, Lan, Bruce |