Help Guides
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, there is a 2½ minute UC ANR COA overview video on naming conventions here.
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.
Legacy Usage in Kuali Financial System | Chart of Accounts Usage in Aggie Enterprise | Sample Value |
| Chart | Entity | 3310 |
| Fund | Fund | 20700 |
| Chart-KFS Account | Financial Department | 9931111 |
| Object/Commodity Code | Natural Account – These values are determined by the nature of the transaction and depend on the type of financial activity, such as revenue, expenses, recharges, assets, liabilities, transfers, or net position. | 501000 |
| Higher Ed Function Code | Purpose - This segment indicates whether the financial activity is related to public service (62), research (44), or a default value (00) should be used. | 62 |
| Not Used | Program – Records revenue and expense transactions associated with a formal, ongoing systemwide or cross-campus/location academic or administrative activity. If there is not value, then you enter a default. | 000 |
| Not Used | Project – Tracks financial activity for a “body of work” that often has a start and end date that spans across fiscal years. If there is no value, then you enter a default. | SP0Y234561 |
| Not Used | Activity - This segment identifies the type of support or funding associated with the financial transaction (for example, Advisor Support, Additional Advisor Support, Advisor Start-up, CE Specialist Support, CE Specialist Start-up, Community Educator Support (CES), UCCE Unit and Director General Support, IPM Advisor Program Support, and Staff Salaries and Benefits) | 200538 |
| Not Used | Task | TASK01 |
| Not Used | Award | KL81F10 |
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.
| Tags a financial transaction in Aggie Enterprise or Report | Units in Stratum | Fund | Purpose | Program | Project ID | Activity |
| Advisor Support | UCCEs, RECs, SWPR VP, AVP | 21050 | 62 | No restrictions | GLXXXXXXXX | 200538 |
| FY25-26 Additional Advisor support | UCCEs, RECs, SWPR VP, AVP | 19976 | 62 | No restrictions | GLXXXXXXXX except GLANRTEMPS | 900173 |
| Advisor Start-up | UCCEs, RECs, SWPR VP, AVP | 19978 | 62 | 000 | GLXXXXXXXX | 202012 |
| CE Specialist - Support | AVP, RECs, SWPR, and VP | 19974 | 62 | 000 | GLXXXXXXXX | 202071 |
| CE Specialist - Start-up | AVP, RECs, SWPR, and VP | 19941, 35480 | 62 | 000 | GLXXXXXXXX | 202130 |
| Community Educator Support | UCCEs | 19976 | 62 | 000 | 0000000000 | 900061 |
| Prior FY: UCCE Unit and Director General Support | UCCEs | 19976 | 62 | 000 | 0000000000 | 200504 |
| Current FY 2025-2026: UCCE Unit and Director General Support | UCCEs | 19974 | 62 | 000 | 0000000000 | 000000 |
| Academic Salary Cost Recovery (FY25-26). Prior fiscal year data stays in PPM. | UCCEs, RECs, SWPR VP, AVP | 19978 | 62 | 000 | GLXXXXXXXX | 26EXPS |
| IPM Advisor Program Support | UCCE, SWPR | 19974, 19976 | 62 | 000 | GLXXXXXXXX | 202046 |
| Staff Salaries and Benefits | Everyone except UCCE | All Funds | 62/64/44/00 | 000 | GLANRPERMS or GLANRTEMPS | Any Activity except "202044" |
| Academic Salaries and Benefits | Everyone except UCCE | All Funds | 62/64/44/00 | No restrictions | unique GLXXXXXXXXX | 000000 or 200537 |
| Salary Savings Usage | Everyone except UCCE | 19974, 19976 | 62/64/44/00 | 000 | 0000000000 or GLANRPERMS or GLANRTEMPS | 202044 |
| Non - Salary Expenses | Everyone except UCCE | 19974, 19977 | 62/64/44/00 | 000 | 0000000000 | Any activity except 000000, 200504, 200503, 202010, 900151, and 900171 to 900185 |
| Operating costs or Administration expenses | Everyone except UCCE | 19974 | 62/64/44/00 | 000 | 0000000000 | 200504 |
| Temporary: Operational Support Adjustment | Everyone except UCCE | 19976 | 62 | 000 | 0000000000 | 200504 |
| Temporary Commitments | Everyone except UCCE | 19976 | 62 | 000 | 0000000000 | 900171 to 900185 |
| Building recharges | Everyone except RECs, UCCE | 19976 | 62 | 000 | 0000000000 | 200572 |
| OMP expenses | REC | 19974 | 64/00 | 000 | 0000000000 | 200503 |
| Director Research | REC | 19974 | 44/00 | 000 | 0000000000 | 202010 |
| Research Funding (RSGF) | REC | 19974 | 44/00 | 000 | 0000000000 | 900151 |
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.