This page is maintained by Shae Chiandet, so if you have any questions, please email shae.chiandet@uci.edu.
About the Recommendations and Decisions
- Items will be updated each Friday, by extracting recommendations and decisions from new meeting minutes
- Accounting Systems leads should designate a section on each meeting minutes document to record new items
- Additional items will be linked to the JIRA system (closed Business Analysis items), and will be appearing in this table were extracted from the meeting minutes of the focus groups and fit-gap sessions
- Additional items (closed Business Analysis JIRAs) are identified as XBA for the module
- This list was archived as of December 14, 2012, as there are no further focus groups or fit-gap sessions
- More recent decisions are documented through the Business Analysis JIRAs (captured in the Decision Matrix: Business Analysis)
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Archived Recommendations & Decisions
| Module | Feature | Date | Recommendation or decision? | Match | Details | Anticipated Decision Date |
| CG | Award close out | 2012.07.20 | Recommendation | Not finalized | Award close out---Currently, CG notifies the departments 4 months in advance the award is closing. Can we set-up the alert in KFS? | 2012.01.15 |
| CG | Award routing | 2012.09.20 | Recommendation | Not finalized | After the CG central assigns the Account from the account maintenance on the Award, can the award route to SPA as FYI? Possible Decision: SPA will retrieve the information through DW | 2012.01.15 |
| CG | Account Creation | 2012.06.21 | A1-Recommendation | KFSI-717 | Team recommendation for C&G Account creation: 1) C&G finds out new award from the SPA e-Synopsis page. 2) C&G searches for new award on the Award Document. 3) C&G Initiates account maintenance document. 4) FO/acct Mgr/Supervisor will default to the defaults defined on Organization (this will be an enhancement request). This will be a similar strategy built for KC to KFS Integration. 5) UC account will be 440000, etc. 6) C&G Department reviews the account maintenance document as an Organization Reviewer. 7) RAS process will be the same in the new process. | |
| CG | Control Accounts | 2012.07.20 | A-1 Recommendation | KFSI-717 | Control Account number – use Fund name; Sibling account – use Account name | |
| XBA - CG | Recommend the Use of Control Accounts for C&G accounts | 2012.11.01 | A-1 Decision | KFSI-717 | ||
| CG | Budget Adjustment | 2012.07.30 | A-2 Recommendation | KFSI-718 | The Group suggests: CG office will do budget adjustment on Control Account. Then the dept will move from control account to allocate to different accounts. Decision: Maria LIEGGI added a comment - 08/Nov/12 11:14 AM C&G will be using Control Account to allocate the budget, the departments will deallocate and move the budget to their accounts if needed. They will use BA document and Current Budget field in KFS | |
| XBA - CG | KFSI-717 Should we use Control Account to store 'base' budget for C&G? | 2012.11.08 | A-2 Decision | KFSI-718 | ||
| CG | Continuation Account | 2012.07.30 | A-3 Recommendation | KFSI-735 | The group recommends if they can default the account by Organization on the continuation account like how the PAL Card does. (Trini will email Brenda to suggest to bring this topic to the MAABO group). Decision: Troy FLUHARTY added a comment - 07/Sep/12 4:18 PM Discussed with Rebecca on issues related to enforcement of continuation accounts, she agrees with direction of using the delivered expiration functionality. Had conversation with Rich to confirm we can proceed, we can and if formal policy is necessary we will complete. As far as KFS project is concerned issue is closed and delivered functionality will be used. | |
| CG | Continuation Account | N/A | A-3 Recommendation | KFSI-735 | Can we set up a dummy account for the continuation account? | |
| XBA - CG | Continuation Account | 2012.09.14 | A-3 Decision | KFSI-735 | ||
| PURAP | Purchase Order | 2012.08.30 | A-4 Recommendation & Decision | KFSI-715 | 3-way POs matching have been recommended. Further detail conversion on this topic will continue in future meeting to flush out details. DECISION: (1) Systemwide receiving threshold: $10,000 (2) Exceptions will be defined, using receiving threshold table by various attributes (org, vendor number, commodity code, etc) (3) All invoices must be approved by fiscal officer regardless of PO type (this includes sub-awards and plant invoices) See attached meeting minutes describing the discussion | |
| XBA - PURAP | Invoicing and receiving rules | 2012.09.05 | A-4 Decision | KFSI-715 | ||
| CAM | Inventory | 2012.09.26 | Recommendation & Decision | Helen suggested if the departments can do the inventory with iPhone, and her office will be able to edit the scanned inventory and upload. Then, it will go through the decision support to validate. For the iPhones, Helen’s office will purchase all the iPhones and loan out to the departments DECISION: Future Phase | ||
| CG | Account Lookup | 2012.07.20 | Recommendation & Decision | Account lookup – Search by Control Account: The account name is included the A/F -- The group recommends to remove the A/F when we go live. DECISION: KFS Expense Accounts will have the FS Account Title. KFS Control Accounts will hve the FS Fund Title. | ||
| CG | General Error Correction | 2012.07.25 | Recommendation & Decision | GEC – Error Certification Tab, the group recommends that it will be a training issue for the FO do not click “Disapproved” when the explanations for the extramural fund is not clear. The initiator can edit to avoid audit trail. DECISION: Internal C&G business process change | ||
| CG | NSF | 2012.07.30 | Recommendation & Decision | Keiko will be able to program using the following info for CAFP to report to UCOP: DECISION: JIRA KFSI-605 completed 2012-07-20 | ||
| CG | Transaction fund changes | 2012.07.30 | Recommendation & Decision | If the transaction is move within the same funds, Can it be set to auto approve? For instance: Move State to State fund (auto approve). If from State to Federal fund, then CG office needs to review/approve (Rebecca will talk to Rich, why CG has to approve all transactions in regardless on amount on CG fund) DECISION: C&G will not be in the workflow. Audit can be after the fact through DS. | ||
| CG | Account expiration date | 2012.08.13 | Recommendation & Decision | The group suggests, central CG does not have to input the account expiration date at the time of account creates, they can input the date upon review of the account or toward the end of financial reporting. Or use the sufficient fund check functionality in KFS DECISION: Internal C&G business process change | ||
| CG | Disbursement Voucher | 2012.08.13 | Recommendation & Decision | Disbursement voucher will route to CG on certain object codes (CG office will provide a list of object codes) DECISION: Global object Edit will handle this routing. | ||
| CG | General Error Correction | 2012.08.13 | Recommendation & Decision | GEC, PI needs to certify and approve from the Ad Hoc routing Decision: C&G office will not approve any GEC documents tha have not been ADHoced to PI (Account Manager) DECISION: Training - See C&G Powerpoint | ||
| CG | Award Budget Period | N/A | Recommendation & Decision | Can we have each year's Budget period on the award- Budget Period tab? C&G will be manually inputing subsequent budget periods in the AwardDoc DECISION: Internal C&G business process change | ||
| CG | Packing slip | N/A | Recommendation & Decision | Can the department destroy the original packing slip after it has been scanned and attached or shreded from DDM? If so, need written agreement. DECISION: Closed JIRA KFSI-716 Troy FLUHARTY added a comment - 08/Oct/12 1:42 PM We have reviewed the University of California Accounting Manual and there is no policy requirement for retaining packing slips for purchases. Purchases are required to have proof of receipt of goods, "a departmental certification acknowledging receipt may be recorded on the invoice or a copy of the receiving document on-line." is referenced in both in policy A-000-7 as well as D-371-36. Current practice may have been required due to system limitations to obtain the required information however in KFS the receiving document for payment requests and the initiation/approval of the DV should be sufficient to show the requireed certification. I have discussed this with Rich and he concurs, with KFS there is no need to retain packing slips for any purchases, C&G or not. Departments may keep them if they desire but it will not be required by UCI. | ||
| CG | General Error Correction - General Ledger importing | 2012.08.27 | Recommendation & Decision | The group suggests, GEC – GL importing – when the departments copy the “From” to “To” line, the line descriptions must be the same. Can the line descriptions default from the original charge and not an editable field? DECISION: KFSI-384 resolved 2012-11-26 | ||
| CG | General Error Correction - Error Certification tab | N/A | Recommendation & Decision | Can the Fiscal Office be trained not to "Disapprove" the document if the explanations in this tab are not clear, for audit trail purpose? DECISION: Training - See C&G Powerpoint | ||
| CG | Lookup | 2012.09.10 | Recommendation & Decision | The group suggests to create “How to” to look up inception-to-date and previous month in KFS. DECISION: Training - See C&G Powerpoint | ||
| CG | UC Account | 2012.09.10 | Recommendation & Decision | For the UC account, if we use the HEFC and Organization code to be UC account, it doesn’t make any different if we use 44XXXX – the departments just need to be trained. DECISION: KFSI-734 closed 2012-10-08 We will continue to create UC accounts as long as the crosswalk is necessary from the feeder systems and black box so that the crosswalk look up will not return duplicate KFS accounts. We will automate the creation of the UC account number on the UC Account Maintenance Document. The convention will be 2 digit Function Code + Alpha + 3 digit sequential number (UCOP requirement is 2 digit Function Code and the remainder can be anything). | ||
| PURAP | REQ | 2012.03.26 | Recommendation & Decision | Is it possible to have a pop-up warning the requisitioner when selecting "must be received by" to warn them that there may be additional shipping charges for delivery? DECISION: Wishlist: KFSI-1065 | ||
| PURAP | REQ | 2012.03.26 | Recommendation & Decision | Is it possible to use keyboard shortcuts (e.g. Control + S) to accomplish functions instead of scrolling to the bottom past all tabs or have another "Save" button by the "hide" button (at the tab level)? DECISION: Wishlist: KFSI-1066 | ||
| PURAP | REQ | 2012.03.26 | Recommendation & Decision | It would be nice to have the tab that was most recently completed change color or turn bold or some sort of indicator to show where the user was last. DECISION: Wishlist: KFSI-1067 | ||
| PURAP | REQ | 2012.03.26 | Recommendation & Decision | Can there be a default for the percentage (especially since a singe account is already defaulted), so that 100% doesn't have to be entered every time. DECISION: Wishlist: KFSI-1068 | ||
| PURAP | DV | 2012.04.16 | Recommendation & Decision | Can we make the Currency Type a drop down menu? DECISION: Wishlist: KFSI-1072 | ||
| PURAP | PCDO Document | 2012.09.13 | Recommendation & Decision | Add FYI for Cardholder in the route node in the workflow before the Reconciler. DECISION: KFSI-774 resolved 2012-09-22 | ||
| PURAP | PAL Card process flow | 2012.09.13 | Recommendation & Decision | The group suggests if the users input $0 in the Enter Sales Tax, then the tax won’t be included. But, they can use Tax Exempt indicator and add drop down (reason codes): Subscription, Membership, Software, Other (Enter notes). DECISION: KFSI-913 resolved 2012-11-02 | ||
| Workflow | Internal Billing for Fabrication | 2012.07.18 | Recommendation & Decision | Internal Billing Fabrication edoc: the Fiscal Officer can only change the account; it should be revised so that the Fiscal Officer can also change the edoc to an asset. DECISION: Wishlist: KFSI-1063 | ||
| CG | Fund rules | 2012.07.20 | Declined | The group recommends to set a template rule for each fund: 1) NSF 2) Training Grants | ||
| CG | Packing slip | 2012.07.20 | Declined | Need written documentation for the packing slips: 1) Can the department destroy the original after it has been scanned through DDM? 2) Do they need to keep the original for Audit purpose? | ||
| CG | Control Accounts | 2012.08.27 | Declined | Since we will be using Control Account, if General Accounting creates general fund, can they link it to Control Account Scenario: SPA will submit split funding to CG and GA. | ||
| CG | Account Expiration | 2012.09.06 | Declined | Can CG control the Account Expiration date? | ||
| PURAP | General | 2012.03.15 | Declined | Can we select what type of documents we can get reminder emails? | ||
| PURAP | REQ | 2012.03.26 | Declined | Can the accounting lines appear already open instead of initially appear hidden? | ||
| CAM | Asset Edit | N/A | Decision | Department users can only allow to edit the following fields: Requestor Name/P.I, Responsible Person, Warranty, Alternate Description, Notes and attachments, Serial number, Maintenance date, Asset location (Building &Room), Usage Percentage, Repair. | ||
| CAM | Asset Fabrication | N/A | Decision | The department will request the Fabrication through the Asset Fabrication document. It will route to Equipment Management Office for approval. Justification is needed from PI. | ||
| CAM | Asset Loan (property leaving the campus) | N/A | Decision | The lending deparment initiate the loan document and attached the Loan Form with Fiscal officer/Department's Chair signature. | ||
| CAM | Asset Loan (within UCI department) | N/A | Decision | The lending department initiate the Loan document if loan within the campus. | ||
| CAM | Internal Billing Fabrication (UCI) | N/A | Decision | Physical & Bio Sci, Machine Shop, Glass shops departments use the IB Fab document for Labor charge/recharge on Fabrication | ||
| CAM | Accumulated Depreciation | 2012.09.20 | Decision | The team has decided to replicate the current logic as it has been working with SMS and UCOP. The treatment of 119710 (Net Renewal and Replacement) Balance Sheet account discussion is still undergoing between MC and General Accounting, however, KFS will be modified in such a way that any account number can be used to track “accumulated depreciation.” | ||
| CAM | Memo cap process | 2012.09.27 | Decision | Memo cap process will remain manual, however reports will need to be provided to Sam Phan. | ||
| CG | Award document | N/A | Decision | SPA's new award /RAS information from the E-synopsis will be loaded to the KFS award document. | ||
| CG | Budget Adjustment | N/A | Decision | Bitmap CG office will input the Budget allocation for CG fund. The Non CG will be fed through from FMW. | ||
| CG | Cost Share | N/A | Decision | CG office will create the CG subaccount. Non-payroll will be processed through KFS cost share. Payroll of cost share will be done using the current cost share system. For reporting, the current cost share system will combine both current and KFS cost share system. | ||
| CG | Subaward | N/A | Decision | The subward will be processed through the PURAP. | ||
| CG | Account | N/A | Decision | CG office will create Control account to link to each KFS account for multi-year award | ||
| CG | E-verify field | 2012.09.12 | Decision | E-verify field will add back onto the Award. If the award is subject to E-verify, the officer checks the e-verify box in the SPA database award screen. When the award is "finalized", the e-verify data is there and can pass to KFS. | ||
| COA | Accounts | N/A | Decision | KFS accounts will be 7 random digits and will be created for each Account&Fund with a balance as of June 30, 201 | ||
| COA | Object Codes | N/A | Decision | Object codes have been reviewed and will not include consolidations for OP subs, 5 & 7. | ||
| COA | Project Code | N/A | Decision | Project code will be a combination of the 4 digit ORG number & 6 characters assigned by the ORG. | ||
| COA | Sub-Objects | N/A | Decision | Sub-Objects will be 3 characters except for Central Office transaction codes functions which will be 4 digits. | ||
| DW | Cognos | N/A | Decision | Cognos is and will be the sole, financial reporting tool starting July, 2013. | ||
| DW | Cognos | N/A | Decision | Cognos has been installed and is operational, with sample KFS data. | ||
| DW | Consultant | N/A | Decision | An outside consultant has been assigned to the data warehouse project. | ||
| DW | Consultant | N/A | Decision | A data warehouse project plan has been submitted from an outside consultant. | ||
| DW | Current FS reports | N/A | Decision | Current FS standard reports are under evaluation, and data requirements are currently being gathered. | ||
| DW | Focus group | N/A | Decision | Data warehouse focus groups will commence shortly. | ||
| DW | KFS standard reports | N/A | Decision | Standard KFS built-in reports are being evaluated, and modifications, if any, will be proposed. | ||
| PURAP | Vendor | 2012.08.30 | Decision | The Vendor Onboarding(VOB) "Disclosure Form" will come to purchasing and purchasing will manage this form outside of KFS. | ||
| PURAP | Vendor | 2012.08.30 | Decision | Accounts payable "Vendor Administrator" will not cancel VOB transaction. Vendor administrator will work with vendor and/or internal requestor to true-up data for final approval. | ||
| PURAP | Vendor | 2012.08.30 | Decision | VOB website will have purchasing e-mail and contact information for help questions. | ||
| PURAP | 2012.09.05 | Decision | Set configuration where transactions will “Auto Approved” after 14 business days. | |||
| PURAP | 2012.09.05 | Decision | Only ‘Active” employees will be available in KFS. | |||
| Workflow | Maintenance eDocs | 2012.06.27 | Decision | Maintenance eDocs: Added 2 workflow route nodes to the standard delivered KFS workflow: Budget Office review of account set up; central Accounting review of C&G sub-accounts. | ||
| Workflow | All | n/a | Decision | Engineering, Biological Sciences, Physical Sciences and Administration and Financial Services will be the “beta” sites for KFS Access and Workflow implementation. | ||
| XBA - CG | ICR type | 2012.02.21 | Decision | KFSI-348 | ||
| XBA - COA | Fund Group Code | 2012.09.07 | Decision | KFSI-700 | ||
| XBA - CG | C&G Accounts - expiration date and continuation account | 2012.09.07 | Decision | KFSI-736 | ||
| XBA - CAM | Blank Loan Code to UCOP via EFA100 | 2012.09.12 | Decision | KFSI-699 | ||
| XBA - GL | FS810 & FS 815 | 2012.09.12 | Decision | KFSI-741 | ||
| XBA - COA | Fund Group code, Sub-Fund Group code, ICRE Credit Default Account | 2012.09.12 | Decision | KFSI-756 | ||
| XBA - GL | TERM info for feeders | 2012.09.13 | Decision | KFSI-753 | ||
| XBA - CG | Determine if equipment related data is needed on Award | 2012.09.17 | Decision | KFSI-808 | ||
| XBA - CG | Determine if e-Verify flag can be passed from SPA to Award | 2012.09.17 | Decision | KFSI-807 | ||
| XBA - COA | Finalize Balance Sheet Object Code crosswalk logic for feeder systems | 2012.09.19 | Decision | KFSI-827 | ||
| XBA - PURAP | Finalize Purchase Order Types | 2012.09.19 | Decision | KFSI-832 | ||
| XBA - PDP | Create a comprehsnsive list of ACH transactions between PAL and banks | 2012.09.19 | Decision | KFSI-745 | ||
| XBA - COA | Define Net Expense Object Code and Annual Closing Fund Balance Object Code | 2012.09.20 | Decision | KFSI-831 | ||
| XBA - COA | Verify organization code for MC | 2012.09.20 | Decision | KFSI-814 | ||
| XBA - CG | Determine if ICR Credit Account can be defined by Sub-Fund Group Code (UCOP Fund Group Code) | 2012.09.21 | Decision | KFSI-849 | ||
| XBA - CG | KFSI-717 Resolve the the way to group C&G accounts by 'award' | 2012.09.21 | Decision | KFSI-719 | ||
| XBA - FT | Determine if we need Cash Manager route node in AD and CCR | 2012.09.21 | Decision | KFSI-773 | ||
| XBA - System | Analyze if GOE (Global Object Edit) will be needed by UCI | 2012.09.21 | Decision | KFSI-751 | ||
| XBA - PURAP | KFSI-816 Ensure that Med Center can manage vendor in the new KFS environment | 2012.09.23 | Decision | KFSI-819 | ||
| XBA - COA | Finalize and obtain approval of Medical Center chart of accounts | 2012.09.23 | Decision | KFSI-744 | ||
| XBA - CAM | KFSI-869 Resolve the way to post medical center depreication | 2012.09.23 | Decision | KFSI-721 | ||
| XBA - CG | Resolve if Cost Share transaction must have the original object code | 2012.09.24 | Decision | KFSI-848 | ||
| XBA - System | Ensure that KFS has accounted for all of the UCOP required out-bound and in-bound feed files | 2012.09.24 | Decision | KFSI-802 | ||
| XBA - GL | KFSI-750 Review GL black box in regards to cash offsets/bank offsets | 2012.09.26 | Decision | KFSI-877 | ||
| XBA - CAM | Ensure that Equipment Barcode project gets processed as IT project | 2012.09.26 | Decision | KFSI-747 | ||
| XBA - GL | Analyze OPAL feed to ensure that the necessary banking transactions are fed to KFS | 2012.09.27 | Decision | KFSI-750 | ||
| XBA - PURAP | Finalize Vendor Conversion Strategy in light of KVO and Open PO Vendor conversion | 2012.09.28 | Decision | KFSI-836 | ||
| XBA - PURAP | Requirement gathering for invoice amount threshold business rules | 2012.09.28 | Decision | KFSI-784 | ||
| XBA - CAM | KFSI-869 Determine how we are going to handle Memo Cap | 2012.09.28 | Decision | KFSI-871 | ||
| XBA | KFSI-781 Eliminated Org code | 2012.09.28 | Decision | KFSI-839 | ||
| XBA - CAM | Define eliminated EQS orgs to be converted into CAM | 2012.10.01 | Decision | KFSI-781 | ||
| XBA - PURAP | Determine if AP needs On-Demand checks for employee final check | 2012.10.04 | Decision | KFSI-770 | ||
| XBA - GL | Investigate which feeder deparments might want to use IO (Internal Order) documents | 2012.10.04 | Decision | KFSI-737 | ||
| XBA - CG | Ensure that SPA --> Award --> Account --> CAFP mapping is complete | 2012.10.05 | Decision | KFSI-800 | ||
| XBA - GL | UCI Implementation of Trans Code | 2012.10.05 | Decision | KFSI-720 | ||
| XBA | KFSI-749 sub-fund group type expand to 2 characters | 2012.10.06 | Decision | KFSI-918 | ||
| XBA - COA | KFSI-930 Determine UC Account Number Scheme for brand new KFS Accounts (excluding converted accounts) | 2012.10.08 | Decision | KFSI-734 | ||
| XBA - PURAP | Investigate if packing slips are required to be retained for C&G purchases | 2012.10.08 | Decision | KFSI-716 | ||
| XBA - GL | Finalize GL_BALANCE_T to CSF File Submission Logic | 2012.10.08 | Decision | KFSI-801 | ||
| XBA - PURAP | Determine approach to resolve address change after PREQ has been approved before it is extracted to PDP | 2012.10.08 | Decision | KFSI-708 | ||
| XBA - COA | KFSI-930 Finalize which attributes should be on UC Fund Number vs Award Document | 2012.10.08 | Decision | KFSI-799 | ||
| XBA - COA | Finalize Account Number scheme | 2012.10.09 | Decision | KFSI-749 | ||
| XBA - CAB | Library book capitalization | 2012.10.09 | Decision | KFSI-758 | ||
| XBA - PURAP | Define PO Cost Source to determine Payment Request amount threashold | 2012.10.09 | Decision | KFSI-923 | ||
| XBA - FT | Finalize GEC Business Rule relating to UCOP requirements | 2012.10.12 | Decision | KFSI-824 | ||
| XBA - PURAP | Determine if we are implementing Payment Plus as a payment method and how to handle it in KFS | 2012.10.17 | Decision | KFSI-955 | ||
| XBA - AR | Determine if we need to automate PI Cash Advance tracking | 2012.10.19 | Decision | KFSI-851 | ||
| XBA - CG | KFSI-800 Research if A21 fields is required for CG year-end processing | 2012.10.30 | Decision | KFSI-806 | ||
| XBA - COA | Define Inception-to-Date and Fiscal Year style fund group codes | 2012.10.30 | Decision | KFSI-906 | ||
| XBA - FT | KFSI-825 Check with UCOP if we can combine all Financial Transactions as one type entry or we need to separate them out. | 2012.10.30 | Decision | KFSI-847 | ||
| XBA - PDP | Define PDP Customer Profiles for all feeder systems | 2012.10.30 | Decision | KFSI-804 | ||
| XBA - TEM | Determine the process to remove personal credit card charges off the Imported Expense table | 2012.11.01 | Decision | KFSI-858 | ||
| XBA - COA | Fianalize how UCI is going to use HEFC | 2012.11.01 | Decision | KFSI-766 | ||
| XBA - COA | KFSI-930 Finalize which attributes should be on which table between UC Account and KFS Account | 2012.11.01 | Decision | KFSI-798 | ||
| XBA - FT | Finalize Intercampus Transfer method | 2012.11.01 | Decision | KFSI-748 | ||
| XBA - PDP | Define PDP Customer Profiles for all feeder systems | 2012.11.02 | Decision | KFSI-804 | ||
| XBA - CAM | Resolve equipment tag printing issue for Helen | 2012.11.02 | Decision | KFSI-885 | ||
| XBA - FT | Finalize Intercampus Transfer method | 2012.11.05 | Decision | KFSI-748 | ||
| XBA - PURAP | Come up with UCI Vendor policy that works with KFS vendor table (how to store address, etc) | 2012.11.05 | Decision | KFSI-757 | ||
| XBA - PDP | KFSI-860 AMS Integration Work Plan | 2012.11.06 | Decision | KFSI-861 | ||
| XBA - COA | Finalize account types | 2012.11.08 | Decision | KFSI-1010 | ||
| XBA - COA | Verify COA Translation Cheat Sheet | 2012.11.08 | Decision | KFSI-1014 | ||
| XBA - GL | Determine if we need to calculate ICR on the encumbrances | 2012.11.08 | Decision | KFSI-1002 | ||
| XBA - CAM | Figure out the exact logic of depreciation to convert Med Center asset with correct starting depreciation amount | 2012.11.09 | Decision | KFSI-954 | ||
| XBA - COA | Finalize account types | 2012.11.20 | Decision | KFSI-1010 | ||
| XBA - COA | Review all UC Tables and determine which ones UCI will use | 2012.11.21 | Decision | KFSI-930 | ||
| XBA - COA | Define Default Account Number of the Organization Table | 2012.11.29 | Decision | KFSI-1047 | ||
| XBA - GL | Resolve missing KFS converted accounts due to missing account/links in the data warehouse (accounts without funds) | 2012.11.29 | Decision | KFSI-740 | ||
| XBA | KFSI-743 Reconciliation of 10/10/12 load | 2012.11.30 | Decision | KFSI-951 | ||
| XBA | KFSI-743 Reconciliation of 10/11/12 load | 2012.11.30 | Decision | KFSI-957 | ||
| XBA - GL | Analyze if Standard Reports are sufficient for UCI System of Reports | 2012.12.03 | Decision | KFSI-778 | ||
| XBA - PDP | KFSI-745 Investigate if Xerox still requires EDI EFT Advice confirmation EDI | 2012.12.11 | Decision | KFSI-887 |