KFS Term	Definition
Access	Determined by workgroups and document types
Account	Unique number identifying a pool of funds assigned for a specific function
Account Campus Code	Account Maintenance Tab field used to definethe physical campus where the account is located
Account Closed Indicator	Account Maintenance Tab field check box used to indicate account open/closed: select box if closed
Account City Name	Account Maintenance Tab field used to define the city where the account is managed
Account Effective Date	Account Maintenance Tab field used to define starting date
Account Expiration Date	Account Maintenance Tab field used to define end date
Account Fringe Benefit	Account Maintenance Tab field check box used to indicate if fringe benefits are accepted
Account Name	Account Maintenance Tab field used to create the familiar title of an account
Account Number	Account Maintenance Tab field used to create a new account
Account Off Campus Indicator	Account Maintenance Tab field check box used to indicate where activities occur: select box for off campus
Account Postal Code	Account Maintenance Tab field used to define zip code where the account is managed
Account Restricted Status Code	Account Maintenance Tab field used to indicate whether funds are T: temporarily restricted, R: Restricted, U: Unrestricted
Account State Name	Account Maintenance Tab field used to define the state where the account is managed
Account Street Address	Account Maintenance Tab field used to define the street address where the account is managed
Account Type	Categorizes accounts for reporting
Account Type Code	Account Maintenance Tab field used to define account type
Accounting Period	Defines the accounting year: usually corresponds to calendar months
Administration Tab	Displays the list of functions that only technical staff or super users in the functional area are likely to use
Administrator	Can give blanket approval on most self initiated transactions for which you are an approver
Approver	Approve documents at any route level
Attribute	Relationships among accounting line properties that define the financial structure of an institution
Batch Process	All G/L pending transactions are collected in “batch”, at a given time, from e-Docs in Kuali modules and documents from external applications converted to the Kuali G/L Origin Entry format
Blanket Approval	Special workflow option that allows the user to force a document into approved status without waiting for the normal routing process to be completed
Chart	Unique 2 digit alpha code identifying an account's point of origin: accounts and object codes are chart specific
Chart Code	Account Maintenance Tab field used to define account's point of origin: 2 digit alpha
Chart of Accounts (COA)	Set of tables that define the codes and coding structures within KFS Attributes
Collector	Gathers Kuali pending e-Docs and documents from external applications to pass to the Scrubber for batch processing
Core Modules	Rice (which includes KEW), Chart of Accounts, Financial Processing, General Ledger, Pre-Disbursement Processing, and Vendor
Country	Code identifying country names
Decision Support	Reporting: provides access to data through inquiry, report retrieval, report generation
Delegate	Takes workflow actions on a document in place of a Fiscal Officer
Document Type	Distinguishes types of possible transactions; specific business rules apply; may be e-Docs or from external sources
e-Doc	Any transaction: validity and appropriateness checks and workflow applied by KFS; comprised of header and body
Financial Reporting Code	Optional attribute of sub-account
Fund Group	Broadest category of funds; used for reporting and business rules
Financial Higher Education Function Code	Account Maintenance Tab field used to define the purpose of the account: i.e., instruction, research
Fiscal Officer	Approves documents at Account Level of routing; may delegate approval based on attributes
Fringe Benefits Chart of Accounts Code	Account Maintenance Tab field used to define the chart code for the fringe benefits account
Fringe Benefits Account Number	Account Maintenance Tab field used to define an account that accepts fringe benefits
General Ledger	Fully approved e-Docs route to GL, the official repository of all financial and budget information
Higher Education Function	Classifies purpose and activities of an account, i.e., instruction, research, public outreach
Home Origination	Identifies GL transactions by point of origin: KFS or an external system
Indirect Cost Recovery (ICR) Automated	Defines valid series ID codes for given fiscal year and their indirect cost rates and object codes
Indirect Cost Recovery (ICR) Exclusion by Account	Defines specific object codes for an account which are excluded from system-generated indirect cost transactions
Indirect Cost Recovery (ICR) Exclusion by Type	Defines the indirect cost exclusions associated with a defined Indirect Cost Type Code
Indirect Cost Recovery (ICR) Type Code	An account attribute to automatically generate indirect cost recovery: it lists values for creating indirect cost object code exclusions
Initiator	Creates documents; certain restricted documents require work group membership
Kuali	Umbrella of terms for applications development
Kuali Enterprise Workflow (KEW)	Automates routing of e-docs (electronic documents) for approval according to specified business rules
Kuali Financial System (KFS)	Main parts: e-Doc, General Ledger, Decision Support
Kuali Nervous System (KNS)	Encompasses infrastructure components
Main Menu	Displays the list of transactions and functions that regular users are permitted to initiate
Maintenance Menu	Displays various reference tables to support the field validation and lookups maintained by administrative staff
Mandatory Transfer Elimination Code	Indicates whether an object code is considered a mandatory transfer code, an elimination code or neither
Modules	Portions of larger programs that carry out specific functions: can be implemented alone or combined with other modules
Object	Identifies types of transactions: i.e., income, expense, asset, liability, fund balance
Object Type	Object code attribute that identifies its general use: income, asset, expense, liability
Object Sub-Type	Object code attribute that refines object type: used for reporting and e-Doc business rule establishment
Object Level	Object code attribute for grouping into reporting categories
Object Consolidation	Object level attribute representing a general category of object code for reporting
Organization Code	Represents units at many different levels, i.e., department, responsibility center, campus
Organization Type	Categorizes organizations for reporting purposes
Origination Code	Identifies the system originating a transaction
Postal Code	References zip code to city and state
Primary Delegates	Documents route directly to them instead of to Fiscal Officers
Process initiation	Batch process is run at given time when it won't interfere with online transaction activity or table maintenance; may be time triggered, event triggered, or manually started
Project	Identifies particular transactions that may span multiple accounts
Responsibility Center	Organization attribute indicating where responsibility resides
Restricted Status	Account attribute indicating fund status: unrestricted, restricted or temporarily restricted
Reviewer	Documents are ad hoc routed for ‘Acknowledgement’ or ‘FYI'.
Roles	Initiator, Approver, Delegate, Reviewer, Administrator, and Superuser: determine user options
Secondary Delegates	Documents route to them in addition to Fiscal Officers
State	References US Postal codes to states
Sub-Account	Used to further define an account, may be used with multiple accounts when defined individually
Sub-Fund Group	Relates an account to a fund: i.e., continuing education accounts, scholarships and fellowships, and general funds.
Sub-fund Group Type	Sub-Fund attribute used to further categorize sub-funds
Sub-Object	Optional: used for finer distinctions of an object code
Superuser	Can fully approve or disapprove any document at any route level
Transaction Validation (Scrubber)	Three primary functions: validation of data, offset and entry generation, error handling after batch processing
University Budget Office Function	Higher Education Function code attrigute indentifying a function for budget reporting
University Date	Maps dates to fiscal years and fiscal periods
Validation of data	Validates transactions created via e-docs using the chart of accounts and business rules; eliminates transactions with errors
Work Group	Group of users sharing a similar responsibility and business function; appears in everyone's action list until one person takes an action
Workflow	Rules that govern approval routing; accessed through action list and doc search buttons

Kuali_UCI Glossary.xlsx

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