KFS 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 ?