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Decision Matrix: KFS Management Advisory Group

Decision Matrix: KFS Management Advisory Group

Owned by MESHAELA CHIANDET
Last updated: Sept 05, 2013

About the KFS Management Advisory Group Decisions

  • Items appearing in this table are drawn from decisions listed in the meeting minutes of the KFS Management Advisory Group
  • Table is sorted with most recent updates appearing first
  • Full copies of meeting agendas and minutes are available on the /wiki/spaces/UCIKFS/pages/23315547 wiki page

UpdatedKFS ModuleSummaryDecision
2013-08-21Chart of Accounts (COA)Proposed changes to the organizational structure include approximately 220 new orgs and 240 changes, primarily based on either reporting needs or workflow.

A sub-group comprised of members of Accounting Systems and the Budget Office, led by Brenda Mathias, will conduct campus outreach to include all academic units in the revision of the existing organizational hierarchy.

2013-03-20Access & Workflow (KIM)The MAABOs requested that access be granted to every employee and student.If there is a valid business need, access will be granted on an individual basis to students and employees.
2013-01-16Travel & Event Module (TEM)Accounts Payable staff requested that corporate card charges be imported into the TEM module.Request to import corporate card charges into the TEM module is approved, with the understanding that time is a factor, and it could be delayed if necessary.
2012-09-17Travel & Event Module (TEM)Decision needed to be made as to whether or not the TEM module would be included in the initial modules to be implemented.The group is in agreement that we should choose whichever travel option works best for the July 1, 2013 implementation date.
2012-02-15Purchasing & Accounts Payable (PURAP)

Adding a barcode to the disbursement voucher would allow the disbursement voucher documents to be scanned and sorted in the eDocs scanning system for viewing by authorized individuals.

APPROVED:  KFS-ER-PURAP-001

2012-02-15Purchasing & Accounts Payable (PURAP)
  1. On the Requisition e-doc under the “Delivery” tab change the header verbiage from “Final Delivery” to “Delivery”.
  2. Also under the “Delivery” tab hide the “Receiving Address” header and related fields.
  3. The default account number will be stored per user by the default account button.
APPROVED:  KFS-ER-PURAP-003
2012-02-15Purchasing & Accounts Payable (PURAP)

When the new vendor documents are initiated, the attachment of the W-9 form will be required and will only be viewed by authorized individual roles. In the case of an emergency order, when the W-9 is not available, the department will need to call the Vendor Reviewer who can then make an exception. The Vendor Reviewer will then override the requirement and create a vendor.

APPROVED:  KFS-ER-PURAP-002
2012-02-15Capital Asset Management (CAM)

Adding the IBFR would allow the departments to recharge labor cost for authorized fabrication assets; and to ensure that the departments are using the appropriate object codes.  This functionality would provide environment enhancement and operational changes.

APPROVED:  KFS-ER-CAM-001
2012-02-15Capital Asset Management (CAM)Adding the Barcode Tag printing for capital and non-capital asset would allow the departments to initiate using the Asset Global document and print tags for them. APPROVED:  KFS-ER-CAM-002