Kuali Cloud Template Maint-AR, Labor, CapAsset, C&G

Maintenance/Reference/Admin eDoceDoc codeCommentsAssigned ToNotesJIRAComplete?
Accounts Receivable Maintenance





Customer

Bruce




Customer Alias1

Bruce



Customer Alias2

Bruce




Collection Status

Bruce




Customer Type
able to search, lookup specific type, create new, copy and edit.  can also deactivate. Bruce



Customer Address Type
able to search, lookup specific type, create new, copy and edit.  can also deactivateBruce



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


Invoice RecurrenceMedium
jim


Organization OptionsHigh
jim



Organization Accounting DefaultHigh
jim


Payment MediumHigh
jim



System InformationHigh
jim









Maintenance/Reference/Admin eDoceDoc codeCommentsAssigned ToNotesJIRAComplete?
Accounts Receivable Administration





Customer XML Upload
aml00011Jim


Customer CSV UploadHighaml00011Jim



Lockbox Upload
permission is not assigned to a role, not used currently in Treasury GroupJim

N/A ?
Customer Invoice/Credit Memo Upload (XML)
Jim


Customer Invoice/Credit Memo Upload (CSV)
Jim









Labor Ledger Maintenance





Labor Benefits Calculation9535752aml00011Jim


Labor Benefits Rate Category9535754btp98001Jim


Labor Benefits Type9535755
Jim


Labor Object Code9535756
Jim


Labor Object Code Benefits9535757
Jim


Labor Position Object Group Code9535758
Jim









Maintenance/Reference/Admin eDoceDoc codeCommentsAssigned ToNotesJIRAComplete?
Labor Ledger Administration





ADP CSF Tracker File Upload

jim


ADP Encumbrance File Upload

jim


ADP Non Labor Distribution File Upload

jim


ADP Payroll File Upload

jim


ADP Position File Upload

jim


Centrally Funded CBI File Upload

jim









Maintenance/Reference/Admin eDoceDoc codeCommentsAssigned ToNotesJIRAComplete?
Capital Assets Maintenance





Asset
Tested: Edit, Merge, Seperate, and Transfer.  Clicked through all screens and query windows.  submitted and approved edocs start to finish.  Tested renew, and returnjim




Pre-Asset Tagging

jim


Asset Acquisition Type

jim


Asset Condition

jim


Asset Depreciation Convention

jim


Asset Depreciation Method

jim


Asset Location Type

jim


Asset Object Code

jim


Asset Retirement Reason

jim


Asset Status

jim


Asset Transaction Type

jim


Asset Type

jim


Asset Payment Document Type

jim









Capital Assets Administration





Asset Global Upload

jim



Asset Retirement Global Upload

jim










Maintenance/Reference/Admin eDoceDoc codeCommentsAssigned ToNotesJIRAComplete?
Contract and Grant Maintenance





AwardHighbackdoor jel07015jim



ProposalHighCould not find with jel07015jim


AgencyMedium
jim


Agency Type

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.





Award Status

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.





CFDA

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.





Grant Description

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.





Letter of Credit Fund Group

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.





Proposal/Award Close

2/28/20, Bruce L. NOTE:  this eDoc type has never been used in production and does not display on the upgrade menu - even when impersonating mgg14002 - the C&G manager (role 38) who should be able to access this.  very low priority.




N/A
Proposal Purpose

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.





Proposal Status

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.





Proposal Type

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.





Research Risk Type

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.





Sub-Contractor

Tested and verified every filter, verified hyperlink on code/number opened and checked for sorting of columns where applicable.

No records exist, may not be in active use




N/A ?