Kuali Cloud Template Maint-Pur, AP, Vend, PDP, Checks
Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
Purchasing-Accounts Payable-Vendor Maintenance | ||||||
Billing Address | ||||||
Capital Asset System State | ||||||
Capital Asset System Type | ||||||
Carrier | ||||||
Delivery Required Date Reason | ||||||
Electronic Invoice Item Mapping | ||||||
ignore - replaced by HuskyBuy interface | N/A | |||||
Funding Source | ||||||
Item Reason Added | ||||||
Item Type | ||||||
Method of PO Transmission | ||||||
Negative Payment Request Approval Limit | ||||||
Organization Parameter | ||||||
Payment Request Auto Approve Exclusions | ||||||
Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
Purchase Order Batch Defaults | ||||||
Purchase Order Contract Language | ||||||
Purchase Order Quote Language | ||||||
Purchase Order Quote List | ||||||
Purchase Order Quote Status | ||||||
Purchase Order Type | ||||||
ignore - replaced by HuskyBuy interface | N/A | |||||
Purchase Order Vendor Choice | ||||||
Receiving Address | ||||||
Receiving Threshold | ||||||
Recurring Payment Frequency | ||||||
Recurring Payment Type | ||||||
Requisition Source | ||||||
Sensitive Data | ||||||
Vendor Stipulation | ||||||
Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
Vendor Maintenance | Not sure how important the Export Options are below. | |||||
Address Type | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Campus Parameter | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Chapter 3 Status | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Chapter 4 Status | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Commodity Code | ||||||
Contact Type | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Contract Manager | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Cost Source | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Ownership Type | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Ownership Type Category | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Payment Terms Type | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Phone Type | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
Shipping Payment Terms | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Shipping Special Conditions | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Shipping Title | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Supplier Diversity | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Vendor Inactive Reason | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Vendor Type | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Vendor Hold Code | ||||||
Vendor Exclusion | No data in the system for this. | |||||
Vendor Exclusion Debarred Unmatched | ||||||
W-8 Type | The Export Options for this item only includes CSV. No XML or Spreadsheet option. Same as Monsters. | |||||
Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
Purchasing Administration | ||||||
ignore - replaced by HuskyBuy interface | N/A | |||||
ignore - replaced by HuskyBuy interface | N/A | |||||
ignore - replaced by HuskyBuy interface | N/A | |||||
ignore - replaced by HuskyBuy interface | N/A | |||||
ignore - replaced by HuskyBuy interface | N/A | |||||
N/A | Under Vendor > Administration ignore | N/A | ||||
Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
PDP / Check Maintenance | ||||||
Accounting Change Code | Medium | Brett | ||||
ACH Bank | Medium | Brett | ||||
ACH Transaction Code | Medium | Brett | ||||
ACH Transaction Type | Medium | Brett | ||||
Customer Profile | Medium | Brett | ||||
Disbursement Number Range | Medium | Brett | ||||
Disbursement Type | Medium | Brett | ||||
Format Checks/ACH | High | Brett | ||||
Format Reset | High | Brett | ||||
Format Summary | High | Brett | ||||
Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
Payee ACH Account | High | used chn08005 | jim | |||
Payee Type | Medium | use btp98001 | Bruce | able to edit successfully. cannot create new but this is not available in KFS-UAT either. | ||
Payment Bank History | Medium | use btp98001 | Bruce |
view only - works same as KFD-PRD | ||
Payment Change | Medium | use btp98001 | Bruce |  able to edit successfully. cannot create new but this is not available in KFS-PRD either | ||
Payment File Batch Upload | Medium | Lan | wait - will test with file from Concur. | |||
Payment Spreadsheet Upload | Low | used for settlement and one off payments | ||||
Payment Type | Medium | Bruce | can edit OK but can't create new. SAME AS 5.3 | |||
Payment Status | Medium | should we create JIRA for description length - although works the same in UAT, 5.3 | Bruce | can edit OK but can't create new. Also, description limit is 25 char but does not check for that in entry. causes exception error. But is SAME AS 5.3 | ||
Search for Batch | High | jim | ||||
Search for Payment | High | jim | ||||
Maintenance/Reference/Admin eDoc | eDoc code | Comments | Assigned To | Notes | JIRA | Complete? |
Check Administration | ||||||
Check Layout | Low | jim | ||||
Check Reconciliation Bank Upload | High | voided checks marked checks as stale tested scenario where check # or amount provided does not exist. | jim |