Kuali Cloud Internal test 1-AP, AR & Purchasing

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Accounts Receivable Processing eDoceDoc codeCommentsAssigned ToNotesJIRAComplete Y/N
Billing Statement
On Hold - Not Ready for Testing
6/7: Jira not assignedFINUCONN-76
Cash ControlCTRLsearch for CTRL, within CTRL search for Customer, and adding Cash Controls detail line. AlexSuccessfully created control and payment application docs, routed properly through workflow. Docs 12645946 and 12645947

Y

4/4/23

Customer Credit MemoCRMStack trace error when trying to print a Customer Credit Memo.Alex/BruceEntered new CRM, 12646253.  Printed successfully.FINUCONN-409 (compl)

Y

5/24/23

Customer InvoiceINVSuccessfully created doc 12645922, but getting a stack trace error when trying to print the invoice.Alex/Bruce

Retested Invoice 12645922, printed successfully.

FINUCONN-409 (compl)

Y

5/24/23

Customer Invoice recurrence

INV

Low

No testing necessary - Don't use/won't be used


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.




N/A

Customer Invoice Writeoff

INVW

Successfully created doc 12645949, which routed to FO on account for approval.  Pending entries correct, open amount on original invoice is $0.00.


test as amp03015

Alex



Y

4/4/23

Customer Invoice Writeoff Lookup

Successfully looked up invoice for customer PRA25548.  Selected one for writeoff and an xml file was created in the correct batch directory.


Alex

Y

4/4/23

Payment ApplicationAPPSuccessfully created control and payment application docs, routed properly through workflow. Docs 12645946 and 12645947Alex



Y

4/4/23

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

REQS

High

Test No Print and Vendor Search.

LanEdoc# 12646186, Building and Vendor search work fine. 

Y

4/25/2023

Bulk ReceivingRCVB
Lan/Bruce

entered eDoc 12646306, no PO.  entered all data and submitted.  eDoc routed to Final status with no issues.  clicked on "PRINT" button and went to stack trace error.
Retested after parameter change

FINUCONN-459 (resolved 6/28)

retested 7/5 successfully.  Receiving ticket printed properly, no errors.

Y
7/5/2023
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".

N/A


N/A
Shop Catalogsn/a

On Hold - Not Ready for Testing

hold off until ready to test HuskyBuy interfaces

Micah


Payment Request (vendor invoice)PREQOn Hold - Not Ready for Testing

Bruce

4/5/23: Per Lesley Markesbury, still removing UConn customization so we can evaluate baseline for immediate pay.  7/19: sam-not ready.  8/8/23: tried it out and was able to process several PREQ's against a single PO.  still should be retested when Lesley indicates it's completed.

Y 8/9/2023
Disbursement Voucher

DV

High

successfully created doc 12646144.

Certain payment methods not available, creating Jira
Cannot initiate a new DV in sandbox

Brett

8/9/23: was able to enter a simple DV for employee non-travel expense reimb.  successful, however did not test pay method dropdown.  RETEST when Jira complete.


FINUCONN-423

https://kualico.atlassian.net/browse/FINUCONN-486

Y 8/9/23
Contract Manager AssignmentACMTested search criteria. Successfully created doc 12646271Alton




Yes
Vendor Credit MemoCMTested initiation fields.Alton



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

Y

 03/27/23

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

Y


03/27/23

Vendor SearchPVENSuccessfully tested search fields

Alton



Yes