Kuali Cloud Template Maint-AR, Labor, CapAsset, C&G
Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
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 deactivate | Bruce | ||||
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 Recurrence | Medium | jim | ||||
Organization Options | High | jim | ||||
Organization Accounting Default | High | jim | ||||
Payment Medium | High | jim | ||||
System Information | High | jim | ||||
Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
Accounts Receivable Administration | ||||||
Customer XML Upload | aml00011 | Jim | ||||
Customer CSV Upload | High | aml00011 | Jim | |||
Lockbox Upload | permission is not assigned to a role, not used currently in Treasury Group | Jim | N/A ? | |||
Customer Invoice/Credit Memo Upload (XML) | Jim | |||||
Customer Invoice/Credit Memo Upload (CSV) | Jim | |||||
Labor Ledger Maintenance | ||||||
Labor Benefits Calculation | 9535752 | aml00011 | Jim | |||
Labor Benefits Rate Category | 9535754 | btp98001 | Jim | |||
Labor Benefits Type | 9535755 | Jim | ||||
Labor Object Code | 9535756 | Jim | ||||
Labor Object Code Benefits | 9535757 | Jim | ||||
Labor Position Object Group Code | 9535758 | Jim | ||||
Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
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 eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
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 return | jim | ||||
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 eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
Contract and Grant Maintenance | ||||||
Award | High | backdoor jel07015 | jim | |||
Proposal | High | Could not find with jel07015 | jim | |||
Agency | Medium | 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 ? |