Loading Your Data

This document assumes that your technical team has already set up an instance of the Kuali Financial System (KFS) (following the database and environment setup instructions). Use the information below to complete the setup of your Kuali database, using the KFS and Rice web applications. The order of the sections and the rows in the tables below is intended to reflect dependencies. Parameters are essential to most documents, so they should be reviewed before you actually start using the system. Core tables like chart, org, person, and roles also need to be reviewed before you start using the system and populated early on.

The bootstrap implementation data set that you will be working with is initialized with three required system users: "admin","kr" and "kfs". Here admin is user of type person and so until you add others, you will need to log in with user ID "admin". Note that admin is a member of many roles that will help you to perform many necessary functions in application.

Whenever you encounter an informational message in the Maintenance Document columns in the tables below that indicates that there is no user interface (UI) in the application and determine that you want to modify that data, you will need to work with your technical team members to get the changes made. Note, there may be sensitive data columns in the table which will need to be encrypted.

Reference Data

These tables are general purpose reference tables that are mostly populated with generic data.

KFS Maintenance Document	Table(s)	Dependencies	Note
Origination Code	FS_ORIGIN_CODE_T		Initialized to 01. Should be reviewed.
Home Origination	FS_HOME_ORIGIN_T	Origination Code	Initialized to 01. Should be reviewed.
Campus	KRNS_CAMPUS_T	Campus Type	Initialized to 01. Should be changed.
Building	SH_BUILDING_T	Campus	No data. Should be populated.
State	KR_STATE_T		US states loaded.
Postal Code	KR_POSTAL_CODE_T	State, Building (optional)	No data. Should be populated. This table can be used to restrict addresses associated with accounts and organizations, to validate ZIP+4 codes for campus addresses, and to associate buildings with ZIP+4 codes.
Country	KR_COUNTRY_T		Standard country codes loaded.
Balance Type	CA_BALANCE_TYPE_T		Matches demo data set. Should be reviewed.
Accounting Period	SH_ACCT_PERIOD_T		Matches demo data set.
University Date	SH_UNIV_DATE_T	Accounting Period	Matches demo data set.
Message of the Day	FP_MOTD_T	Origination Code	No data. Should be populated when needed.
Function Control Code	FP_FUNC_CTRL_CD_T		Matches demo data set. Should be reviewed. 2.0 use is for Budget Adjustment document only. Some codes refer to 3.0 items.
Fiscal Year Function Control	FP_FSCL_YR_CTRL_T	Function Control Code	Matches demo data set. Should be reviewed. 2.0 use is for Budget Adjustment document only. Some codes refer to 3.0 items.
Note Type ( No UI)	KRNS_NTE_TYP_T		Matches demo data set. Any additions/deletions/changes beyond clarifying descriptions would mean programming changes.

Charts & Organizations

These tables are used to create your financial reporting structure. These are also required for a portion of user setup.

KFS Maintenance Document	Table(s)	Dependencies	Note
Chart	CA_CHART_T	User, Object Code	No data. Should be populated
Responsibility Center	CA_RC_T		Initialized to NO. Should be populated.
Organization Type	CA_ORG_TYPE_T		Should be reviewed, subset of demo data set.
Organization	CA_ORG_T, CA_ORG_EXTNS_T	Chart, Responsibility Center, Campus, State, Postal Code, Country, Organization Type, User, Account	No data. CA_ORG_T should be populated. Population of CA_ORG_EXTNS_T (to feed to your HR system) is optional.

Users, Roles, Responsibilities and Permissions

These tables define the users that may be used and the roles used for permissions and routing.

KFS Maintenance Document	Table(s)	Note
Person	KRIM_PRNCPL_T KRIM_ENTITY_VISA_T KRIM_ENTITY_T KRIM_ENTITY_RESIDENCY_T KRIM_ENTITY_PRIV_PREF_T KRIM_ENTITY_PHONE_T KRIM_ENTITY_NM_T KRIM_ENTITY_ETHNIC_T KRIM_ENTITY_EMP_INFO_T KRIM_ENTITY_EMAIL_T KRIM_ENTITY_CTZNSHP_T KRIM_ENTITY_BIO_T KRIM_ENTITY_AFLTN_T KRIM_ENTITY_ADDR_T	No data, should be populated.
Group	KRIM_GRP_T KRIM_GRP_MBR_T KRIM_GRP_ATTR_DATA_T	No data, should be populated
Role	KRIM_ROLE_T KRIM_ROLE_MBR_T KRIM_ROLE_MBR_ATTR_DATA_T	Role data is populated but membership information needs to be populated specific to the institution.
Permission	KRIM_ROLE_PERM_T	Matches demo data set, should be reviewed and edited to match the institution, may need programmatic/configuration changes depending on the scenarios.
Responsibility	KRIM_ROLE_RSP_T KRIM_ROLE_RSP_ACTN_T	Matches demo data set, should be reviewed and edited to match the institution, may need programmatic/configuration changes depending on the scenarios

System Parameters & Rules

These tables are used for runtime system configuration and business rule definition.

KFS Maintenance Document	Table(s)	Dependencies	Note
Parameter Component	KRNS_PARM_DTL_TYP_T	Parameter Module	Matches demo data set. Any additions/deletions/changes beyond clarifying descriptions would mean programming changes.
Parameter Type	KRNS_PARM_TYP_T		Matches demo data set. Should be reviewed.
Parameter	KRNS_PARM_T	Parameter Module, Parameter Component, Parameter Type, Workgroup	Matches demo data set for items likely to be common across universities. No data for items specific to your chart/structure/people. Should be thoroughly reviewed.

Chart of Accounts

KFS Maintenance Document	Table(s)	Dependencies	Note
Budget Recording Level	CA_BDGT_REC_LVL_T		Matches demo data set. Should be reviewed.
Budget Aggregation Code	CA_BDGT_AGGR_T		Matches demo data set. Any additions/deletions/changes beyond clarifying descriptions would mean programming changes.
Basic Accounting Category	CA_ACCTG_CTGRY_T		Matches demo data set. Should be reviewed.
Object Type	CA_OBJ_TYPE_T	Basic Accounting Category	Matches demo data set. Should be reviewed.
Object Consolidation	CA_OBJ_CONSOLDTN_T	Chart, Object Code	No data. Should be populated.
Object Level	CA_OBJ_LEVEL_T	Chart, Object Consolidation	No data. Should be populated.
Object Sub-Type	CA_OBJ_SUB_TYPE_T		Mostly matches demo data set. Should be reviewed.
System Options	FS_OPTION_T	Balance Type, Object Type, Chart	Matches demo data set. Should be reviewed. The chart column must be changed to a valid chart code for your organization. Any changed on the current year should be made on future years as well, or fiscal year makers process should be set to "slash & burn" mode for this table. It's currently populated out to 2042 due to SH_UNIV_DATE_T having a dependency on it, and it's populated out that far due to a KRA dependency which will hopefully be fixed in 3.0 so these tables are only populated through the current fiscal year (option) and current fiscal year + 1 (date).
Fund Group	CA_FUND_GRP_T		Matches demo data set. Should be reviewed.
Sub-Fund Group Type	CA_SUB_FND_GRP_TYP_T		Matches demo data set. Should be reviewed.
Sub-Fund Group	CA_SUB_FUND_GRP_T	Fund Group, Sub-Fund Group Type	Subset of demo data set with slightly modified descriptions. Should be reviewed.
Mandatory Transfer Elimination Code	CA_MNXFR_ELIM_T		Matches demo data set. Should be reviewed.
Federal Funded Code	CA_FED_FND_T		Matches demo data set. Should be reviewed.
Object Code	CA_OBJECT_CODE_T	Chart, Object Level, Object Type, Object Sub-Type, Mandatory Transfer Elimination Code, Federally Funded Code, Budget Recording Level	No data. Should be populated.
Account Type	CA_ACCOUNT_TYPE_T		Mostly matches demo data set. Should be reviewed.
AICPA Function	CA_AICPA_FUNC_T		Matches demo data set. Should be reviewed.
Federal Function	CA_FEDERAL_FUNC_T		Matches demo data set. Should be reviewed.
University Budget Office Function	CA_UBO_FUNC_T		Matches demo data set. Should be reviewed.
Higher Education Function	CA_HIGHR_ED_FUNC_T	AICPA Function, Federal Function, University Budget Office Function	Matches demo data set. Should be reviewed.
Restricted Status	CA_RESTRICT_STAT_T		Matches demo data set. Should be reviewed.
Financial Reporting Code	FP_RPT_CD_T	Chart, Organization, User	No data. Should be populated.
Sufficient Funds Code	CA_ACCT_SF_T		Matches demo data set. Any additions/deletions/changes beyond clarifying descriptions would mean programming changes.
Account	CA_ACCOUNT_T, CA_ACCT_DESC_T, CA_ACCT_GDLNPRPS_T	Chart, Organization, Campus, Building, State, Postal Code, Account Type, Sub-Fund Group, Higher Education Function, Restricted Status, User, Budget Recording Level, Sufficient Funds Code, Indirect Cost Recovery Type Code	No data. Should be populated.
Sub-Account	CA_SUB_ACCT_T, CA_A21_SUB_ACCT_T	Chart, Account, Financial Reporting Code	No data. Population is optional.
Sub-Object	CA_SUB_OBJECT_CD_T	Chart, Account, Object Code	No data. Population is optional.
Project Code	CA_PROJECT_T	Chart, Organization, User	No data. Population is optional.
Offset Definition	GL_OFFSET_DEFN_T	Chart, Document Type, Balance Type, Object Code	Matches demo data set. Should be reviewed.
Offset Account	FP_OFST_ACCT_T	Chart, Account, Object Code	No data. Should be populated if using alternate account offset feature (rather than offsetting the same account).
Bank	FP_BANK_T		No data. Should be populated.
Account Delegate	CA_ACCT_DELEGATE_T	Chart, Account, Document Type, User	No data. Population is optional.
Organization Reversion Category	CA_ORG_RVRSN_CTGRY_T		Matches demo data set. Should be reviewed.
Organization Reversion	CA_ORG_REVERSION_T, CA_ORG_RVRSN_DTL_T	Organization, Organization Reversion Category	No data. Will need to be populated near year-end for organizations that should revert. (A report will run before year-end to list orgs missing from this table.)
Prior Year Account	CA_PRIOR_YR_ACCT_T	Account	No data. Will be populated by process that runs on last day of fiscal year.
Prior Year Organization	CA_PRIOR_YR_ORG_T	Organization	No data. Will be populated by process that runs on last day of fiscal year.

Disbursement Voucher Data

KFS Maintenance Document	Table(s)	Dependencies	Note
Disbursement Voucher Tax Income Class	FP_INC_CLS_T		Matches demo data set. Should be reviewed.
Non Resident Alien Tax Percent	FP_NRA_TAX_PCT_T	Tax Income Class Code	Matches demo data set. Should be reviewed (especially rows with an income tax type code of S, which are state specific).
Disbursement Voucher Documentation Location	FP_DV_DOC_LOC_T		Populated with default value. Should be reviewed / populated.
Disbursement Voucher Travel Expense Type	FP_DV_EXP_TYP_T		Matches demo data set. Should be reviewed.
Disbursement Voucher Ownership Type	FP_DV_OWNR_TYP_T		Matches demo data set. Should be reviewed.
Disbursement Voucher Payment Reason	FP_DV_PMT_REAS_T		Matches demo data set with slightly modified descriptions. Should be reviewed.
Disbursement Voucher Tax Control	FP_DV_TAX_CTRL_T		Matches demo data set with slightly modified descriptions. Should be reviewed.
Disbursement Voucher Travel Company	FP_DV_TRVL_CO_NM_T		Matches demo data set. Should be reviewed.
Disbursement Voucher Wire Charge	FP_DV_WIRE_CHRG_T	Chart, Account, Object Code	No data. Should be populated.
Disbursement Voucher Travel Per Diem	FP_DV_DIEM_T		Matches demo data set. Should be reviewed based on your university's per diem rules.
Disbursement Voucher Travel Mileage Rate	FP_DV_MLG_T		Matches demo data set. Should be reviewed based on your university's mileage reimbursement rules.

Financial Document Data

KFS Maintenance Document	Table(s)	Dependencies	Note
Credit Card Type	FP_CR_CARD_TYP_T		Matches demo data set. Should be reviewed.
Credit Card Vendor	FP_CR_CARD_VNDR_T	Credit Card Type	No data. Should be populated.
Cash Drawer ( No UI)	FP_CSH_DRWR_T		No data. Should be populated.

Workflow Constants, Document Types & Rules

These tables are used to define the routing behavior of the documents that is not determined by Chart of Accounts.

KEW Maintenance Document	Table(s)	Dependencies	Note
Application Constants	KEW_APPL_CNST_T		Mostly matches demo data set. Should be reviewed for IP addresses and email addresses.
Rule Attribute (updated through ingester)	KEW_RULE_ATTRIB_T		Mostly matches demo data set.
Rule Template (updated through ingester)	KEW_RULE_TMPL_T, KEW_RULE_TMPL_ATTRIB_T, KEW_RULE_TMPL_OPTN_T	Rule Attribute	Mostly matches demo data set.
Document Type (updated through ingester)	KEW_DOC_TYP_T, KEW_DOC_TYP_PLCY_RELN_T, KEW_RTE_NODE_T, KEW_DOC_TYP_PROC_T, KEW_DOC_TYP_ATTRIB_T	Rule Attribute, Rule Template	Mostly matches demo data set.
Rules (use Rule QuickLinks)	KEW_RULE_BASE_VAL_T, KEW_RULE_EXT_T, KEW_RULE_EXT_VAL_T, KEW_RULE_RSP_T, KEW_DLGN_RSP_T	Rule Template, Rule Attribute	No data. Should be populated.

Vendor

KFS Maintenance Document	Table(s)	Dependencies	Note
Address Type	PUR_ADDR_TYP_T		Matches demo data set. Any deletions/changes beyond clarifying descriptions would mean programming changes. Additional types can be added without programming changes.
Contact Type	PUR_CNTCT_TYP_T		Matches demo data set. Should be reviewed.
Contract Manager	PUR_CONTR_MGR_T		Data provided should contain row with code of 99 which is needed for Automatic Purchase Orders. All other Contract Manager rows should be added by institution.
Ownership Category	PUR_OWNR_CTGRY_T		Matches demo data set. Should be reviewed.
Ownership Type	PUR_OWNR_TYP_T		Matches demo data set. Any deletions/changes beyond clarifying descriptions would mean programming changes. Additional types can be added without programming changes.
Payment Term Type	PUR_PMT_TERM_TYP_T	Parameters (VendorParameterConstants.PAYMENT_TERMS_DUE_TYPE_DESC)	Matches demo data set. Should be reviewed.
Phone Type	PUR_PHN_TYP_T		Matches demo data set. Any deletions/changes beyond clarifying descriptions would mean programming changes. Additional types can be added without programming changes.
Purchase Order Cost Source	PUR_PO_CST_SRC_T		Matches demo data set. Should be reviewed.
Shipping Payment Terms	PUR_SHP_PMT_TERM_T		Matches demo data set. Should be reviewed.
Shipping Special Condition	PUR_SHP_SPCL_COND_T		Matches demo data set. Should be reviewed.
Shipping Title	PUR_SHP_TTL_T		Matches demo data set. Should be reviewed.
Supplier Diversity	PUR_SUPP_DVRST_T		Matches demo data set. Should be reviewed.
Vendor Inactive Reason	PUR_VNDR_INACTV_REAS_T		Matches demo data set. Should be reviewed.
Vendor Type	PUR_VNDR_TYP_T	Address Type	Matches demo data set. Any deletions/changes beyond clarifying descriptions would mean programming changes. Additional types can be added without programming changes.
Vendor	PUR_VNDR_HDR_T, PUR_VNDR_DTL_T	all above tables in this section	No data. Should be populated.

Pre-Disbursement Processor

KFS Maintenance Document	Table(s)	Dependencies	Note
Accounting Change Code ( No UI)	PDP_ACCTG_CHG_CD_T	User	Matches demo data set. Any additions/deletions/changes beyond clarifying descriptions would mean programming changes.
ACH Bank	PDP_ACH_BNK_T	State	No data. Should be populated. There is also a batch job to load this table.
Disbursement Range Maintenance	PDP_DISB_NBR_RNG_T	Campus, Bank Maintenance	No data. Should be populated. Campus is not a reference, just a text field.
Payee ACH Account ( No UI)	PDP_PAYEE_ACH_ACCT_T	ACH Bank	No data. Should be populated.
Disbursement Type ( No UI)	PDP_DISB_TYP_CD_T	User	Matches demo data set. Any additions/deletions/changes beyond clarifying descriptions would mean programming changes.
Bank Maintenance	PDP_BNK_CD_T	ACH Bank, Payee ACH Account, Disbursement Type, User	No data. Should be populated.
Customer Profile Maintenance	PDP_CUST_PRFL_T, PDP_CUST_BNK_T	Chart, Organization, Account, Sub Account, Object Code, Sub Object Code, State, Campus, User, Bank Maintenance, Disbursement Type	Campus / Organization not references, just text fields.
Payment Change Code ( No UI)	PDP_PMT_CHG_CD_T	User	Matches demo data set. Any additions/deletions/changes beyond clarifying descriptions would mean programming changes.
Payment Status Code ( No UI)	PDP_PMT_STAT_CD_T	User	Matches demo data set. Any additions/deletions/changes beyond clarifying descriptions would mean programming changes.

Purchasing/Accounts Payable

KFS Maintenance Document	Table(s)	Dependencies	Note
Auto Approve Exclude	AP_AUTO_APRV_EXCL_T	Chart, Account	No data. Population is optional.
Billing Address	PUR_BILL_ADDR_T	Campus, State, Country	No data. Should be populated. Must add a billing address for each campus.
Campus Parameter	PUR_AP_CMP_PARM_T	Campus	No data. Should be populated for each campus.
Credit Memo Status	AP_CRDT_MEMO_STAT_T		Matches demo data set. Any additions/deletions/changes beyond clarifying descriptions would mean programming changes.
Delivery Required Date Reason	PUR_DLVY_REQ_DT_REAS_T		Matches demo data set. Should be reviewed.
Funding Source	PUR_FND_SRC_T		Matches demo data set. Should be reviewed.
Item Type	PUR_AP_ITM_TYP_T		Matches demo data set. Should be reviewed. Changing this table is not recommended.
Negative Payment Request Approval Limit	AP_NEG_PMT_RQST_APRVL_LMT_T	Campus, Organization, Account	No data. Population is optional.
Organization Parameter	PUR_AP_ORG_PARM_T	Campus, Organization	No data. Should be populated.
Payment Request Status	AP_PMT_RQST_STAT_T		Matches demo data set. Any additions/deletions/changes beyond clarifying descriptions would mean programming changes.
Purchase Order Status	PUR_PO_STAT_T		Matches demo data set. Any additions/deletions/changes beyond clarifying descriptions would mean programming changes.
Purchase Order Contract Language	PUR_PO_CONTR_LANG_T	Campus	No data. Populated by Purchasing users.
Purchase Order Vendor Choice	PUR_PO_VNDR_CHC_T		Matches demo data set. Should be reviewed.
Recurring Payment Frequency	PUR_AP_RECUR_PMT_FREQ_T		Matches demo data set. Should be reviewed.
Purchase Order Transmission Method	PUR_PO_TRNS_MTHD_T		Matches demo data set. Any additions/deletions/changes beyond clarifying descriptions would mean programming changes.
Recurring Payment Type	PUR_AP_RECUR_PMT_TYP_T		Matches demo data set. Should be reviewed.
Requisition Source	PUR_REQS_SRC_T		Matches demo data set. Should be reviewed.
Requisition Status	PUR_REQS_STAT_T		Matches demo data set. Any additions/deletions/changes beyond clarifying descriptions would mean programming changes.
No Maintenance Document	CB_AST_TRN_TYP_T		Matches demo data set. Any additions/deletions/changes beyond clarifying descriptions would mean programming changes.
Unit Of Measure	SH_UOM_T		No data. Should be populated.
Vendor Stipulation	PUR_VNDR_STPLTN_T		No data. Populated by Purchasing users.

Labor Distribution

KFS Maintenance Document	Table(s)	Dependencies	Note
Labor Benefits Type	LD_BENEFITS_TYPE_T		Matches demo data set. Should be reviewed.
Labor Benefits Calculation	LD_BENEFITS_CALC_T	Labor Benefits Type	No data. Should be populated.
Labor Object	LD_LABOR_OBJ_T	Options, Chart, Object Code	No data. Should be populated.
Labor Object Code Benefits	LD_LBR_OBJ_BENE_T	Options, Chart, Object Code	No data. Should be populated.
Labor Object Group	LD_POS_OBJ_GRP_T		Matches demo data set. Should be reviewed.
Position ( No UI)	PS_POSITION_DATA		No data. Should be populated.
Calculated Salary Foundation ( No UI)	LD_CSF_TRACKER_T	Chart, Account, Sub Account, Object, Sub Object, Position, User	No data. Should be populated.
July 1 Position Funding	LD_JULY1_POS_FND_T	Option, Chart, Account, Sub Account, Object, Sub Object, Position, User	No data. Should be populated.

Contracts & Grants

KFS Maintenance Document	Table(s)	Dependencies	Note
Agency Type	CG_AGENCY_TYP_T		Matches demo data set. Should be reviewed.
Agency	CG_AGENCY_T	Agency Type	No data. Should be populated.
Award Status	CG_AWD_STAT_T		Matches demo data set. Should be reviewed.
CFDA Reference	CG_CFDA_REF_T		Matches demo data set. AUTOMATIC/MANUAL settings should be reviewed, and then table should be updated with batch job to get most recent government data when needed.
Grant Description	CG_GRANT_DESC_T		Matches demo data set. Should be reviewed.
Letter of Credit Fund Group	CG_LTRCR_FNDGRP_T		No data. Should be populated.
Project Director	CG_PRJDR_T	User	No data. Should be populated.
Close	CG_PRPSL_CLOSE_T		No data. A row should be added whenever a proposal close is desired.
Proposal/Award Type	CG_PRPSL_AWD_TYP_T		Matches demo data set. Should be reviewed.
Proposal Purpose	CG_PRPSL_PURPOSE_T		Matches demo data set. Should be reviewed.
Proposal Status	CG_PRPSL_STAT_T		Matches demo data set. Should be reviewed.
Subcontractor	CG_SUBCNR_T	State, Country	No data. Should be populated.
Proposal	CG_PRPSL_T, CG_PRPSL_ORG_T, CG_PRPSL_PRJDR_T, CG_PRPSL_SUBCN_T	Agency, CFDA Reference, Project Director, Organization, Subcontractor, Proposal/Award Type, Proposal Purpose, Proposal Status	No data. Should be populated.
Award	CG_AWD_T, CG_AWD_ACCT_T, CG_AWD_PRJDR_T, CG_AWD_ORG_T, CG_AWD_SUBCN_T	Agency, Grant Description, Award Status, Proposal, Project Director, Account, Organization, Subcontractor, Proposal/Award Type	No data. Should be populated.
Indirect Cost Recovery Type Code	CA_ICR_TYPE_T		Matches demo data set. Should be reviewed.
Indirect Cost Recovery Automated Entry	CA_ICR_AUTO_ENTR_T	Balance Type, Chart, Account, Sub-Account, Object Code, Sub-Object Code	No data. Should be populated if using indirect cost recovery.
Indirect Cost Recovery Exclusion by Account	CA_ICR_EXCL_ACCT_T	Chart, Account, Object Code	No data. Should be populated if using indirect cost recovery by account.
Indirect Cost Recovery Exclusion by Type	CA_ICR_EXCL_TYPE_T	Indirect Cost Recovery Type Code, Chart, Object Code	No data. Should be populated if using indirect cost recovery by type.

Accounts Receivable

KFS Maintenance Document	Table(s)	Dependencies	Note
System Information	AR_SYS_INFO_T	Fiscal year, chart and object code.	No data, should be populated as per institution specific data.
No maintenance document	AR_PRN_INV_OPTN_T		Matches demo data set, should be reviewed. If changed might need programmatic change too.
Payment Medium	AR_PMT_MEDIUM_T		Matches demo data set, should be reviewed. If changed might need programmatic change too.
Organization Options	AR_ORG_OPTION_T	Chart code, organization code	No data, should be populated.
Organization Accounting Default	AR_ORG_ACCTGDFLT_T	Organization, chart and accounts	No data, should be populated.
Customer Invoice Item Code	AR_INV_ITM_CODE_T	Chart and Organization	No data, should be populated.
Customer Type	AR_CUST_TYP_T		Matches demo data set, should be reviewed. If changed might need programmatic change too.
Customer	AR_CUST_T , AR_CUST_ADDR_T	Customer Address	No data, should be populated.
No maintenance document	AR_CUST_PRCS_TYP_T		Matches demo data set, should be reviewed. If changed might need programmatic change too.
Customer Address Type	AR_CUST_ADDR_TYP_T		Matches demo data set, should be reviewed. If changed might need programmatic change too.

Capital Assets Management

KFS Maintenance Document	Table(s)	Dependencies	Note
Asset Retirement Reason	CM_RETIRE_REAS_T		Matches demo data set, should be reviewed. If changed might need programmatic change too.
Asset, Asset Fabrication, Asset Global	CM_CPTLAST_T CM_AST_ORG_T CM_AST_LOC_T, CM_AST_COMPONENT_T		No data, should be populated.
Asset, Retirement	CM_CPTLAST_T, CM_AST_RETIRE_DOC_T, CM_AST_RETIRE_DTL_T		When populating retired assets, the retirement tables must have a corresponding record added. This will hold specific information depending on retirement reason code, and will also contain the date of retirement. The document number can be sourced from the main document sequence, or a different (non-conflicting with the primary document sequence) key can be used to mark the record as a historical document number. By loading retired assets in this manner, the retirement data will be correctly pulled from the Asset Document on the View Retirement Information tab.
Asset Object Code	CM_CPTLAST_OBJ_T	Fiscal year, chart, object sub type, and object code.	No data, should be populated
Asset Status	CM_AST_STATUS_T		Matches demo data set, should be reviewed. If changed might need programmatic change too.
Asset Payment	CM_AST_PAYMENT_T	Asset	No data, should be populated
Asset Location Type	CM_AST_LOC_TYP_T		Matches demo data set, should be reviewed. If changed might need programmatic change too.
Asset Location Global	CM_AST_LOC_T		No data, should be populated
Asset Depreciation Method	CM_AST_DEPR_MTHD_T		Matches demo data set, should be reviewed. If changed might need programmatic change too.
Asset Depreciation Convention	CM_AST_DEPR_CNVNTN_T		Matches demo data set, should be reviewed. If changed might need programmatic change too.
Asset Condition	CM_AST_CONDITION_T		Matches demo data set, should be reviewed. If changed might need programmatic change too
Asset Type	CM_ASSET_TYPE_T		Matches demo data set, should be reviewed. If changed might need programmatic change too
Asset Acquisition Type	CM_ACQ_TYPE_T		Matches demo data set, should be reviewed. If changed might need programmatic change too

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