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 ( | 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) | Dependencies | Note |
|---|---|---|---|
Person | KRIM_PRNCPL_T |
| No data, should be populated. |
Group | KRIM_GRP_T |
| No data, should be populated |
Role | KRIM_ROLE_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 |
| 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 ( | 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 ( | 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 ( | PDP_PAYEE_ACH_ACCT_T | ACH Bank | No data. Should be populated. |
Disbursement Type ( | 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 ( | PDP_PMT_CHG_CD_T | User | Matches demo data set. Any additions/deletions/changes beyond clarifying descriptions would mean programming changes. |
Payment Status Code ( | 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 ( | PS_POSITION_DATA |
| No data. Should be populated. |
Calculated Salary Foundation ( | 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 |
| 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 |
Kuali documentation is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 2.5 License.
Kuali software is licensed for use pursuant to the Affero General Public License, version 3.
Copyright © 2014 Kuali, Inc. All rights reserved.
Portions of Kuali are copyrighted by other parties as described in the Acknowledgments screen.
Kuali ® is a registered trademark of the Trustees of Indiana University.