Posts Tagged: Kuali

New financial system, cutoff dates, training now available

As you may have heard, ANR will be migrating from Kuali (KFS) to the new Aggie Enterprise system in January 2024. Some of the systems being replaced include Kuali Financial System (KFS), AggieBuy and FIS Decision Support.

Please familiarize yourselves with the information and resources below to support your understanding and successful use of Aggie Enterprise now through go-live and beyond.

KFS freeze dates (or “cutoff dates”) are required to support cutover activities and stabilize legacy system data for conversion. It is crucial that you review cutover and freeze dates through the lens of your department's typical business, and consider what dates have the highest impact on your department and who needs to be aware of these dates.

Please refer to this Aggie Enterprise Cutover and Freeze Dates guidance document, which organizes Aggie Enterprise cutover and freeze dates by functional areas. Please be aware that this document refers to the UC Davis dates, and ANR's cutoff dates may be earlier.

Please contact the Aggie Enterprise Project Team (ANR-AggieEnterprise@ucanr.edu) for more information on ANR-specific cutoff dates and for any other Aggie Enterprise questions.

Key UC Davis dates:

November 21: Kuali (KFS) freeze on new Chart of Accounts (COA) requests
November 22: Last day to create new requisitions and purchase agreements in KFS
December 1: Last day to get department approval for requisitions and purchase agreement documents in KFS
December 8: Last day to close purchase orders in KFS/AggieBuy
December 11: Last day for Contracts and Grants Accounting to submit invoice documents in KFS
December 18: Last day to create a disbursement voucher (check request)
December 22: Last day to approve a disbursement voucher (check request)
January 4: Last day to submit advance deposits (deposits being made directly to a bank and not at cashier's office) in KFS

 

 

WEEKLY OFFICE HOURS

Users are encouraged to join in via Zoom at any time during these sessions to ask questions and get assistance with Aggie Enterprise processes. These sessions will run through December 15.

Mondays:
Navigation and Security Roles

10 – 11 a.m.

Join via Zoom

Meeting ID: 313 828 8252

Passcode: 622689

Wednesdays:
Chart of Account, Financials, Supply Chain Management (SCM), Project Portfolio Management (All Projects) and Reports

9:30 – 10:30 am

Join via Zoom

Meeting ID: 313 828 8252

Passcode: 622689

 

TRAINING

Self-paced eLearning and instructor-led courses are available for sign-up in the UC Davis Learning Management System (LMS). Search “Aggie Enterprise” for a list of available courses. For the best experience, practice transactions and processes in the Hands on Environment while taking the eLearning courses.

 

RESOURCES

UC Davis Aggie Enterprise website

Navigating Aggie Enterprise 6-minute video

The new UC Davis Chart of Accounts (COA) will replace the current Full Accounting Unit (FAU).
* COA Resource Guide (PDF)
* COA Quick Reference Guide (PDF)
* COA Segment micro-learning videos and supplemental resources

Thank you,

Tu Tran
Associate Vice President, Business Operations

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