What You Need to Know About Aggie Enterprise
Aggie Enterprise is UC ANR’s financial system. It introduces a new Chart of Accounts (COA) structure that affects all employees, not just those who work directly in financial systems.
Do You Need to Learn the Chart of Accounts (COA)?
Yes. Even if you did not use the previous UC Davis Kuali Financial System (KFS), it is important to understand the new COA.
The transition from the legacy Full Accounting Unit (FAU) to the COA may affect your daily work, including how you submit forms, make purchases, or manage expenses.
When You Will Use the COA
You will need to know and provide COA information when using the following tools and processes (this is not a complete list):
- AggieExpense
- AggieShip
- Procurement Cards (P Cards)
- Position Management Form (PMF)Purchasing requests (for example, cell phones, laptops, and office supplies)
- UC ANR events and surveys
- Workflow Automation Forms (WFA)
Learn More
You can find additional information in the Learning Management System (LMS), which offers two overview courses.
Note: Log in using your UC Davis credentials.
To learn more about Chart of Account, please visit UC Davis learning center (LMS) and search for the below courses:
Getting Started With the New Chart of Accounts
Putting It All Together: How The Chart of Accounts Works With Oracle Cloud Financials
Additionally, a 2½-minute COA naming convention video is available at UC ANR COA Overview.
What Is My New “Account”?
In Aggie Enterprise, the term account is no longer used. Instead, the system uses the Chart of Accounts (COA).
The COA is made up of multiple chart fields that work together to identify financial activity.
You will need to provide a COA when submitting requests and completing transactions. Review the sections below to understand each component of the COA.
What do I put on my AggieExpense Punchout in Aggie Enterprise (formerly AggieBuy)?
The Business Operations Center (BOC) and Statewide Program and REC Operations (SWPR) will email Directors a list of commonly used Chart of Accounts for various usage across UC ANR.
Other Common Chart of Accounts (COAs):
These are commonly used Chart of Accounts (COA) elements across the financial system. You may see them in standard monthly reports. Understanding these terms will help you read reports and interpret the financial activity they represent.
Need more information?
Please visit the UC ANR Aggie Enterprise website for job aids Aggie Enterprise Quick Resource Guide (Download), videos, trainings, and other support.