Kuali Financial Implementation Group (K
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Transcript Kuali Financial Implementation Group (K
Kuali Financial System (KFS) Update
Professional Development Institute
January, 2009
Presenters
Troy Fluharty – Financial Systems Services
John Hunter – Financial Systems Services
Kevin McHenry – Information Systems
Goals
Overview of the Kuali Financial System
(KFS)
Timeline
Key Features
Answer your questions
Overview
Implementation Date - July 1, 2009
Replaces Financial Records System (FRS)
Replaces Campus Information System (CIS)
(including ABYSS for FY2011)
CIS deactivated:
Created
AFE’s/REQ’s April 30, 2008
IMO’s/WOA’s June 30, 2008
JE’s
June I close
Approved
May 1, 2008
June I close (supplier filled)
June I close
What is Kuali?
Community Source (by Higher Ed for Higher Ed)
Comprehensive Financial System to
meet the needs of colleges and
universities
Based on Indiana University’s Financial
System
KFS Partners
KFS Release Dates-Release 1
All modules in Release 1 will be implemented at
CSU
KFS Release Dates-Release 2
Labor Distribution
May be implemented at a later date (July 1, 2010 or later)
Contracts & Grants
Will not be implemented
Kuali Coeus (research system) implemented at a later date
Purchasing/Accounts Payable
Implemented at CSU
KFS Release Dates-Release 3
Budget Construction
May be implemented January, 2010 for FY2011
Accounts Receivable
NOT a replacement for ARIES (Banner)
May be implemented with Kuali Coeus
Capital Asset Management (Property)
Implemented at CSU
KFS Release DatesRelease 3 continued
Effort Reporting
May be implemented at a later date (July 1, 2010 or later)
Purchasing/Accounts Payable (Sciquest integration)
Implemented at CSU
Changes
What is the Same?
Department numbers – still 4 digits
Object code – still 4 digits, but…
What is Changing?
Chart Code
Account Numbers (7 digits)
GL and SL accounts merge to one account
Object code numbers (revenue & expenses)
Funds become Sub-Funds (and are named)
Terminology Changes
Financial Records System
Kuali Financial System
FRS
No equivalent FRS code
Subcode
Department
Fund
Audit Code
KFS
Chart code
Object Code
Organization
Sub-Fund
Fund Group Code
General Ledger (GL) account
Account
Subsidiary Ledger (SL) account Account
KFS Code Relationships
KFS Features
Web Based
eDocs (Transaction & Maintenance)
Workflow (approvals or FYI)
Business Rules
KFS Main Menu
eDocuments
eDoc Characteristics
eDoc Characteristics
Common tabs on all eDocs
Special Tabs pertinent to that document
Field Lookups
Help
Import transactions to a document
Export lists to Excel (or CSV, XML)
Copy and error correction
eDoc Characteristics-Account
Required Fields
Chart
Account
Object
Optional Fields
Sub-Account
Sub-Object
Project
Org Ref ID
(noted with asterisk *)
Technical Issues
Test environment
http://kualidevl.is.colostate.edu:8080/kuali-test/portal.jsp
Login with your eName and password
Browser – IE6, IE7, Firefox Mozilla
Operating System - Windows XP, Vista, Mac
Java 1.5 or above
No Jinitiator needed
FRS Delphi data warehouse replaced with ODS
Off Campus Users - use VPN
Kuali Financial System
Implementation Group (K-FIG)
Sub-committees (6-10 people) have been formed on
specific subject matter
Current Sub-committees
Chair
Account Create
Budget Adjustments (BCR)
Cost Share
Journal Entry processing
Sub-Accounts, Sub-Objects
John Hunter
Angie Nielsen
Pam Harrington
John Hunter
Mary Atella/Bev Burton
kuali.colostate.edu
Implementation Issues
Tips
Data Conversion
Accounts
Funds
Subcodes
Sciquest Interface
Demo
More information
Training
CSU Kuali Days – May/June, 2009
Colorado State University
http://kuali.colostate.edu/
Kuali Foundation
www.kuali.org
Glossary
https://test.kuali.org/confluence/display/KULDOC/KFS+Glossary%2C+Release+2.2
Questions?