Resources, Reports, Processes, and References

1. A list of useful reports and all available reports can be found by navigating through our partner's website at the reports home page.

• Use the Filter List by Reporting System feature to refine results.
• Note: The Aggie Enterprise Planning option does not apply to UC ANR. 

2. Processes

• Please refer to Standard Process(es) and Procedure Guide
• View Aggie Enterprise Roles
  Learn how to view roles assigned to you or a colleague.
• Schedule and Manage Report Jobs
  Instructions for scheduling and managing report jobs.
• Supplier Payment Methods
  • Suppliers can update their default payment method via the Payment Methods enrollment page.
  • Departments can request updates to supplier payment terms using the supplier update form.
• Survey Process: Instructions for completing the new survey process (will be posted soon).
• ADF Desktop Integration Tool
  Required for users processing Accounts Receivable or Journal Entries via spreadsheet upload. Please refer to ADF Desktop Integration Tool. 

Note: The above steps are not required for correcting payment terms on converted KFS Purchase Orders. 

3. References

• Aggie Enterprise User Personas
• Fiscal Year-End Close (FY 2024–2025)
  Includes checklist and calendar details.
• Oracle Financial Terms Glossary (Archived)
  Reference list of financial terms.
• Fund Resource Document
  UC ANR commonly used funds (PDF).
• Aggie Enterprise - COA Resource Guide

• Purpose Code Segment - Purpose codes