| Doc Type Code | Document Type | Comment | Initiate | Special Condition Routing | Special Condition Routing | Sub-Account Reviewe | *Account Review | Oraganization Review | Special Condition Routing | Special Condition Routing | Sub-Fund Review | Award | Special Condition Routing | Campus | Special Condition Routing | FINAL |
| Maintenance e-Doc | | | | | | | | | | | | | | | | |
| FSSM | Simple Maiintenance Documents | Base=central users only | (44) Manager* | | | | | | | | | | | | | FINAL |
| ACCT | Account Maintenance | | (54) Financial Sys User | Plant COA, Acct Nbr Edit - (46) Plant Fund Accountant | | | (41) Fiscal Officer (Derived from Acct) | | | | (48) Sub-Fund Reviewer | (39) CG Processor | Chart-(37) Chart Mgr | | Chart - (53) Univ Chart Mgr (Derived) | FINAL |
| ORGN | Organization Maintenance | | (54) Financial Sys User | | | | | (7) Org Reviewer | | | | | Chart-(37) Chart Mgr | | Chart - (53) Univ Chart Mgr (Derived) | FINAL |
| OBJT | Object Code | | (54) Financial Sys User | | | | | (7) Org Reviewer | | | | | Chart-(37) Chart Mgr | | Chart - (53) Univ Chart Mgr (Derived) | FINAL |
| KIM | Rice Documents | Base=central users only | (51) Technical Administrator | | | | | | | | | | | | | FINAL |
| Financial Transaction e-Doc | | | | | | | | | | | | | | | | |
| FP Receipting Documents | | | | | | | | | | | | | | | | |
| AD | Advance Deposit | | (54) Financial Sys User | | | | | | | | | | | | | FINAL |
| CR | Cash Receipt | | Anyone other than 11 Cash Manager | (11) Cash Mgr | | | | | | | | | | | | FINAL |
| CMD | Cash Management | | 11 Cash Manager (initiator campus) | | | | | | | | | | | | | FINAL |
| CCR | Credit Card Receipt | | (54) Financial Sys User | | | | | | | | | | | | | FINAL |
| FP Budget Document | | | | | | | | | | | | | | | | |
| BA | Budget Adjustment | | (54) Financial Sys User | | | | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | | | (48) Sub-Fund Reviewer | (39) CG Processor | | | | FINAL |
| FP Disbursement Documents | | | | | | | | | | | | | | | | |
| DV | Disbursement Voucher | | (54) Financial Sys User | (26) Purchasing Processor | | | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | | Emp Ind, Tax Ctrl Cd, Alien Ind - (50) Tax Mgr | | (39) CG Processor | Payment Reason - (15) Travel Manager | Campus-(12) Disb Mgr | Payment Method - (70) Disb Method Mgr* | FINAL |
| ND | Non-Check Disbursement | | (54) Financial Sys User | | | | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | | | (48) Sub-Fund Reviewer | (39) CG Processor | | | | FINAL |
| IB | Internal Billing | | (54) Financial Sys User | | | | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | | | (48) Sub-Fund Reviewer | | | | | FINAL |
| IBFR (UCI) | Internal Billing for Fabrication (UCI) | Used to collect labor cost associated with fabrication; Equipment Office will review at the final node | (54) Financial Sys User | | | | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | | | (48) Sub-Fund Reviewer | | (4) Asset Manager | | | |
| SB | Service Billing | | (13) Service Bill Processor | | | | | | | | | | | | | FINAL |
| FP Distribution/Transfer Documents | | | | | | | | | | | | | | | | |
| DI | Distribution of Income and Expense | | (54) Financial Sys User | | | | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | | | (48) Sub-Fund Reviewer | (39) CG Processor | | | | FINAL |
| TF | Transfer of Funds | | (54) Financial Sys User | | | | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | | | (48) Sub-Fund Reviewer | (39) CG Processor | | | | FINAL |
| PCDO | Procurement Card | | (62) KFS Sys User (kfs) | | | | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | | | (48) Sub-Fund Reviewer | | | | | FINAL |
| FP Specialized Documents | | | | | | | | | | | | | | | | |
| AV | Auxiliary Voucher | | (54) Financial Sys User | | | | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | | | | | | | | FINAL |
| JV | Journal Voucher | | (44) Manager* | | | | | | | | | | | | | FINAL |
| FP Encumbrance Document | | | | | | | | | | | | | | | | |
| PE | Pre-Encumbrance | UC will not use encumbrance document | (54) Financial Sys User | | | | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | | | (48) Sub-Fund Reviewer | | | | | FINAL |
| FP Correction and Adjustment Document | | | | | | | | | | | | | | | | |
| GEC | General Error Correction | | (54) Financial Sys User | | | | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | | | (48) Sub-Fund Reviewer | (39) CG Processor | | | | FINAL |
| ICA | Indirect Cost Adjustment | | (54) Financial Sys User | | | | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | | | (48) Sub-Fund Reviewer | (39) CG Processor | | | | FINAL |
| GLCP | General Ledger Correction Process | | (45) Operations | | | | | | | | | | | | | FINAL |
| FP Year-End Documents | | | | | | | | | | | | | | | | |
| YEBA | Year-End Budget Adjustments | | (54) Financial Sys User | | | | | (28) Accounting Reviewer | | | | (39) CG Processor | | | | FINAL |
| YEDI | Year-End Distribution of Income and Expense | | (54) Financial Sys User | | | | | (28) Accounting Reviewer | | | | | | | | FINAL |
| YEGEC | Year End General Error Correction | | (54) Financial Sys User | | | | | (28) Accounting Reviewer | | | | (39) CG Processor | | | | FINAL |
| YETF | Year End Transfer of Funds | | (54) Financial Sys User | | | | | (28) Accounting Reviewer | | | | (39) CG Processor | | | | FINAL |
| Purchasing and Accounts Payable | | | | | | | | | | | | | | | | |
| PVEN | Vendor Maintenance | | (54) Financial Sys User | (56) Vendor Reviewer (Campus) | | | | | | | | | | | | FINAL |
| Vendor On-Boarding (UCI) | Vendor Maintenance | | Vendor On-Boarding App | (56) Vendor Reviewer (Campus) | | | | | | | | | | | | |
| VIG (UCI) | Vendor OIG Update Doc (UCI) | Med center to update OIG indicator after the vendor has been approved by central AP | OIG Initiator (Med Center Only) | | | | | | | | | | | | | |
| ACM | Contract Manager Assignment | | (44 ) Manager* | | | | | | | | | | | | | FINAL |
| CM | Vendor Credit Memo | | (22) AP Processor | Image Attachmnt - (22) AP Processor | | | (41) Fiscal Officer (Derived from Acct) | | | | | | | | | FINAL |
| RCVB | Bulk Receiving | | (54) Financial Sys User | | | | | | | | | | | | | FINAL |
| RCVL | Line Item Receiving | | Outstanding Transaction-(62) Sys User (kfs) | | | | | | | | | | | | | FINAL |
| REQS (Base) | Requisition | | (54) Financial Sys User | Content Review-(24) Content Reviewer | (60) Workflow Initiator (Derived) | (68) Sub-Account Reviewer | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | Commodity- (23) Commodity Reviewer | Separation of Duties-(55) Workflow Admin | | | | | | FINAL |
| PO (Base) | Purchase Order | | (26) Purchasing Processor* | Internal Purchasing Review-(25) Contract Mgr | Commodity- (23) Commodity Reviewer | | | | | | | | Chart - (79) Budget Reviewer | | Vendor Tax Review-(50) Tax Manager | FINAL |
| REQS (UCI) | Requisition | Modified version for UCI based on UC Procurement rule. Work in progress | (54) Financial Sys User | Content Review-(24) Content Reviewer | | (68) Sub-Account Reviewer | (41) Fiscal Officer (Derived from Acct) | | Asset Manager (34) | Automated Assignment of Buyer (System) | | | | | | FINAL |
| PO (UCI) | Purchase Order | Modified version for UCI based on UC Procurement rule. Work in progress | (25) Contract Manager | | | | | | | | | | | | | FINAL |
| PREQ | Payment Request | | (22) AP Processor | Image Attachmnt - (22) AP Processor | Receiving-(62) System User | (68) Sub-Account Reviewer | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | Vendor Tax Review-(50) Tax Manager | | | | | | | FINAL |
| PDP | | | | | | | | | | | | | | | | |
| | Upload PDP Batch File and Lookup Records | | (18) PDP Customer Contact | | | | | | | | | | | | | N/A |
| | Format | | (20) PDP Processor | | | | | | | | | | | | | N/A |
| | Cancel/Hold/ Format Reset | | (18) PDP Manager | | | | | | | | | | | | | N/A |
| Capital Assets | | | | | | | | | | | | | | | | |
| AT | Asset Transfer | | (6) CAM Processor | | | | (41) Fiscal Officer (Derived from Acct) | (7) Organization Reviewer | | | | | | | | FINAL |
| MPAY | Asset Payment | | (35) Asset Processor* | | | | | | | | | | | | | FINAL |
| AA | Asset Add | | (6) CAM Processor | | | | (41) Fiscal Officer (Derived from Acct) | (7) Organization Reviewer | | | | | | | | FINAL |
| ARG | Reitrement Global | | (6) CAM Processor | | | | (41) Fiscal Officer (Derived from Acct) | (7) Organization Reviewer | (8) Account Supervisor (FYI-external transfer) | (26) Purchasing Processor (Sold or Gifted), (6) CAM Processor | | | | | | FINAL |
| FR | Fabrication | | (6) CAM Processor | | | | (41) Fiscal Officer (Derived from Acct) | (7) Organization Reviewer | (5) CAM Manager, (35) Asset Manager | | | | | | | FINAL |
| ALOC | Location | | (6) CAM Processor | | | | | (7) Organization Reviewer | | | | | | | | FINAL |
| ELR | Equipment Loand and Return | | (6) CAM Processor | | | | (41) Fiscal Officer (Derived from Acct) | (7) Organization Reviewer | (74) Borrower (derived) | | | | | | | FINAL |
| PTAG | Pre-Tagging | | (6) CAM Processor | | | | | (7) Organization Reviewer | | | | | | | | FINAL |
| Labor Distribution | | | | | | | | | | | | | | | | |
| BT | Benefit Expense Transfer | | (54) Financial Sys User | | | | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | | | (48) Sub-Fund Reviewer | (39) CG Processor | | | | FINAL |
| ST | Salary Expense Transfer | | (54) Financial Sys User | | | | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | | | (48) Sub-Fund Reviewer | (39) CG Processor | | | | FINAL |
| LLJV | Labor Journal Voucher | | (44) Manager | | | | | | | | | | | | | FINAL |
| LLCP | Labor Ledger Correction Process | | (45) Operations | | | | | | | | | | | | | FINAL |
| YEST | Year End Salary Expense Transfer | | (54) Financial Sys User | | | | | (28) Accounting Reviewer | | | (48) Sub-Fund Reviewer | | | | | FINAL |
| YEBT | Year End Benefit Expense Transfer | | (54) Financial Sys User | | | | | (28) Accounting Reviewer | | | (48) Sub-Fund Reviewer | | | | | FINAL |
| Budget Construction | | | | | | | | | | | | | | | | |
| | Import Payrate, Unlock | | (81) Processor (36 Regn Bud Mgr 65 Univ Bud Mgr) | | | | | | | | | | | | | FINAL |
| BC | Budget Construction | | BC Document Editor (Derived) | | | | | | | | | | | | | FINAL |
| Contracts and Grants / Effort Reporting | | | | | | | | | | | | | | | | |
| AWD | Award Document | | | | | | | (7) Organization Reviewer | | | | | | | | FINAL |
| ECD | Effort Certification | | (38) C&G Manager | | (72) Project Director (Derived from Acct) | | (41) Fiscal Officer (Derived from Acct) | (28) Accounting Reviewer | | | (48) Sub-Fund Reviewer | | (39) CG Processor | | (38) CG Manager | FINAL |
| KBD | Research Budget | | (54) Financial Sys User | (71) Pre-Award Project Director | | | | (28) Accounting Reviewer | | | | | | | | FINAL |
| KRFD | Routing Form | | (54) Financial Sys User | (71) Pre-Award Project Director | (73) Routing Form Adhoc Approvers (Derived) | | | (28) Accounting Reviewer | (8) Research Risk Reviewer | (77) Routing Form Question Reviewer | | | | | | FINAL |
| Accounts Receivables | | | | | | | | | | | | | | | | |
| INVR | Customer Invoice Write Off | | (2) Biller (Derived from AR Org) | | | | (41) Fiscal Officer (Derived from Acct) | | | | | | | | | FINAL |
| CRM | Customer Credit Memo | | (2) Biller (Derived from AR Org) | | | | (41) Fiscal Officer (Derived from Acct) | | | | | | | | | FINAL |
| CTRL | Cash Control | | (30) AR Lockbox Manager | | | | | | | | | | | | (16) Treasury Manager | FINAL |
| INV | Customer Invoice | | (2) Biller (Derived from AR Org) | | | | (41) Fiscal Officer (Derived from Acct) | | | | | | | | (76) AR Invoice Recurrence Instance Reviewer | FINAL |
| APP | Application | | (4) Processor (Derived / AR Org) | | | | | | | | | | | | | FINAL |
| Contributions | | | | | | | | | | | | | | | | |
| TXPR, TXPM, TXPA | 1099 Screens | | (1001) 1099 Tax User | | | | | | | | | | | | | FINAL |
| CSCR | Check Reconciliation | | (1000) Check Recon User | | | | | | | | | | | | | FINAL |
| PRJS | Prorate Journal Entries | | (44) Manager* | | | | | | | | | | | | | FINAL |
| | DV Batch Upload | | (45) Operations | | | | | | | | | | | | | FINAL |
| | PO Batch Upload | | (26) Purchasing Processor* | | | | | | | | | | | | | FINAL |