Kuali Cloud Internal test 1-Maint-COA, Acctng, Financial Proc

Y

3/27/23

Y

4/4/23

Y

4/4/23

Y

4/4/23

Y

4/4/23

Y

4/4/23

Search results match PRD

Successfully Submitted and followed edoc through workflow. Edited OC. Deactivated OC. Disapproval of edit. 

Object Type Code not validated against same field of OC it reports to. OK?

Y

3/8/23

Successfully submitted new edoc. Edited existing edoc and tested rule changes with IBs. 

Was able to Adhoc user who is not authorized to approve (and got exception)

Y

3/8/23

Y

12/19/23

Search results match PRD

Successfully created new edoc (Group, Role, and Pricipal).  Able to copy/edit, create delegation. Tested approval changes on IBs.

12645477 - stack trace error, forgot to add doc type

Searching for inactive roles produces stack trace error, only when Delegate is set to Yes or Both. Did not resolve after deactivating test delegate.

Note that documentation indicates this is for Chart manager only.  Actually, the Chart manager cannot access this, it is for Technical Administrator, role 63, only.

Test all functions:  view, edit, copy and create delegation. 

Search results match PRD

Successfully created, edited and copied new edoc, making changes with approver. Tested on IBs.

test create, edit and copy.  See projects 101*.

Y

3/9/23

Search results match PRD. Differences are understandable due to activity after sandbox creation. 

Successfully created, edited and copied new edoc, making changes with approver. Tested on IBs.

Test change and add new.  route to FO, FO change descr.

Y

4/3/23

Search results match PRD

Successfully created, edited and copied new edoc, making changes with approver. Tested on IBs.

Test change and add new.  route to FO, FO change descr.

Y

3/9/23

Successfully created edoc for multiple accounts. Tested created codes on IB. 

Test manual entry of object and account, test multi selection/entry of object and account.

Y

3/9/23

Y

12/19/23

Search results match PRD

Successfully created new edoc. Tested new type on JV. Deactivated balance type. 

Y

3/9/23

Labeled "Banner Crosswalk Document." 

-search matches UAT for complete list.  other searches working properly.

testing copy, edit and create functions...all three worked successfully.  was able to remove the debit/credit flag and it posted ok.  seems to be by design.  all functions working successfully.

Pass

3/8/23

Search results match PRD

Successfully created new edoc. Tested new type on Object Type. Deactivated category.

Y

3/9/23

Search results match PRD

Successfully created new edoc. Tested new code on Object Code. Deactivated category.

Y

3/9/23

Search results match PRD

Successfully created new edoc. Tested new code on Account. Deactivated level.

Y

3/27/23

Y

3/17/23

Y

3/17/23

Search results match PRD

Successfully created new edoc for 2024 code. Deactivated 2023 code. Tested code changes on Budget Adjustment. 

NOTE: this is a duplicate of the same thing farther down this list...  don't double count!

Y

3/10/23

Search results match PRD

Have option to create new edoc in PRD, but not sandbox. 

NOTE: this is a duplicate of the same thing farther down this list... don't double count!

Y

5/5/23

Search results match PRD

Successfully created, copy, edit new edoc. Tested new code on Account. Deactivated type.

This is labeled as, DepartmentAccountOwnerCodeMaintenanceDocument on the list.

Y

3/13/23

Search results match PRD

Successfully created, copy, edit new edoc. Tested new code on Account. Deactivated type.

This is labeled as, DepartmentAccountTypeCodeMaintenanceDocument on the list. 

Y

3/13/23

Search results match PRD

Successfully created, copy, edit new edoc. Deactivated type.

Y

3/13/23

Search results match PRD

Successfully created, copy, edit new edoc. Tested new code on Account. Deactivated type.

Y

3/13/23

Y

3/17/23

Test with jel07015.

No values in search. Successfully created, copy, edit new edoc. Submitted IB to test. Deactivated.

Y

3/13/23

Search results match PRD

Successfully created, copy, edit new edoc. Deactivated type.

copied type 10 to new type 11 (and removed some object codes).  

Edit 11, chg description, deactivate 8230 and 8235.  

Y

3/13/23

Y

3/13/23

Y

3/17/23

Y

3/17/23

Search results match PRD

Successfully created, copy, edit new edoc. Tested with Account. Deactivated code.

Y

3/13/23

Search results match PRD

Successfully created, copy, edit new edoc. Deactivated code.

Y

3/17/23

Y

3/17/23

Y

3/13/23

Confirmed

NOTE: function not found in Kuali hosted environment.

N/A?

Search results match PRD

Successfully created, copy, edit new edoc. Deactivated type.

Y

3/13/23

Y

3/17/23

Search results match PRD

Successfully created, copy, edit new edoc. Tested with Account edit. Deactivated type.

Y

3/13/23

Search results match PRD

Successfully created, copy, edit new edoc. Tested with Account edit. Deactivated type.

Y

3/13/23

Search results match PRD

Successfully created, copy, edit new edoc. Tested with Sub-Fund Group  edit. Deactivated type.

Y

3/13/23

Search results match PRD

Able to edit existing code

No option to create new.

Y

3/13/23

Search results match PRD

Successfully created, copy, edit new edoc. Deactivated code.

Y

3/13/23

1/8/2020 In current KFS, per Sherri Manis, Bursar doesn't use Maintenance>Cash Drawer link but use Main Menu > Cash Management.

Y

4/5/23

duplicate, see FP page

Y

4/5/23

Y

4/5/23

Y

4/6/23

Y

4/6/23

Y

7/5/23

This was inadvertently duplicated above - already tested.

Search results match UAT.  Able to click into links for control codes for details.  Can create and edit. 

Cannot copy.  This seems to be budget construction related - do we need to test this?

Search, View, Create, Edit and Copy 

This was inadvertently duplicated above - already tested.

Successfully created, edited, and copied a nonresident tax percent. Lookup also worked as expected - all fields present, sortable, and links able to be clicked in.

 looked at who can initiate (only System Manager, role 44). 

Y

3/21/23

Search results match PRD

Successfully created, copy, edit new edoc. Tested with Sub-Fund Group  edit. Deactivated type.

KFS doesn't seem to recognize payment methods other than default. PM form has different fields than help doc https://kuali-financials.zendesk.com/hc/en-us/articles/10241265372571-Payment-Method. Matches PRD. Tested with DV, no payment method option on PREQ or CM. 

Used btp98001 to test. Successfully created, copy, edit, cancel new edoc.

Search results match PRD. Able to open multiple results.

Y

3/15/23

Used btp98001 to test. Successfully created, copy, edit new edoc. No existing search results. 

Y

3/15/23

Y

3/16/23

Y

4/3/23

Lookup screens tested successfully

Search results match PRD

Successfully created, copy, edit new edoc. Tested with Automated Journal Vouchers Type. Deactivated set.

Create, copy and edit also search and view.

Bryon

Y

3/15/23

Successfully created, copy, edit new edoc. Deactivated type. 

Create copy and edit,  search and view.  This is not used online, since these are edited/added weekly via SQL script as part of the Friday and month end RJE batch process.

Bryon

Y

3/15/23