KFS Feeder System Status Updates - 2012-11-29

Status Updates: 

• PI Report

  
  
  • 40% complete, is not able to test because lack of data, the month end balances for awards, and income and expense balances from C&G.  Waiting for balance from DataWarehouse, being worked on.
    
    

• C&G Billing

  
  
  • 20% complete, need month end data, balances, need the KFS accounts that link up to the balances.  Talked to Maria regarding the accounts she is working with Valerie to get test data.

• HR

  
  

  •  Implementation is completed including translation of FS data to KFS counterparts, validation, GUI, ledger posting, invoice, BLISS reports as well as first time database alter script.  One time data migration will utilize the web service client. All FAUs will be translated per function user's request. This means even closed FAUs need to have a match in KFS.

  • Outstanding items: There is no 2013 chart of account data in KFS test server, so "2012" is hard-coded for object code translation and validation. Ledger posting is hard-coded to post to fiscal year 2012. Once the 2013 data is loaded in KFS, hard-coding needs to be removed.  There is no object code mapping for 7217 and 3900 under MC chart. Alerted KFS team of this issue. This means full testing will be delayed until these object codes are added.  Default CTES account/fund is translated to different values every time in KFS. However the default CTES account info is hard-coded. Once the translation is finalized, the default CTES chart/account/object will needs to be set.   Implementation to generate GL collector file is complete. However there is no KFS test server to upload the collector file from Unix. Currently must go through the Kuali Portal to manually upload the file.

• Medical Center

  
  
  • KFS to SMS GL transaction feed -- Coding complete 100%, no testing performed yet.
    KFS to AMS check number feed - Waiting for AMS response on the required format, format due on 11/5
    KFS to AMS vendor feed - Waiting for AMS response on the required format, format due on 11/5
    AMS to KFS collector batch upload -- 0%.  Sent required format to AMS but no work delivered yet.   Contingency plan = manual entry of vendors.
    AMS to KFS payment upload ..... 10% Functional crosswalk began but No work delivered from AMS.

• Facilities

  
  
  • Testing issues because of incomplete account conversion and organization codes.
  • There are 104 records where the New Org ID did not appear in the New Org Structure I was provided. I was hoping you could provide or direct me to the latest copies of this information or confirm that these are a "work in progress" and will appear in later revisions of those files. There also happens to be a couple of missing Old Org names too. I was hoping you could point me to where I can find the appropriate names for these "old orgs"

• Housing

  
  
  • 12% completion.  Testing GL file upload.

• Biological Sciences

  • Restarted their efforts to convert to KFS after being put on hold.

Issues:

• COA is not 100% complete.  In progress.
• Organization codes are not complete.

Next Steps:

• Finalize COA.  Progress has been made, new way to map Balance Sheet accounts is being tested.
• Finalize Organization Codes.

Suggestions:

• It has been suggested that we need to set a drop dead date if we miss the milestone for complete data conversion.  If such a date is missed then the "go live" date should be revised.

Summary of Completion:

Detailed Project Plan With Completion Percentage: