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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 has many roles assigned to him which 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. If there are any encrypted columns in the table, they will need to use the post data load encryption process.

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 ((info)
No IU)

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
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 ((info)
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 ((info)
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 ((info)
No UI)

PDP_PAYEE_ACH_ACCT_T

ACH Bank

No data. Should be populated.

Disbursement Type ((info)
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 ((info)
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 ((info)
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 ((info)
No UI)

PS_POSITION_DATA

 

No data. Should be populated.

Calculated Salary Foundation ((info)
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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