A Financial System of, by, and for Higher Education

Kuali Modules

 

Release 1 Modules:

· Nervous System

· Chart of Accounts

· General Ledger/Financial Transactions

· Workflow

· Basic Reporting

 

Release 2 Modules:

 

· Accounts Payable/Purchasing

· Accounts Receivable

· Budget

· Capital Assets Management System

· Endowments

· Labor Ledger

· Research Administration/Grants & Contracts

Accounts Payable/Purchasing

Status: Release 2A Module—release July 2007– Kualification has begun of the IU EPIC (AP/Purchasing) system. Functional Spec for the Receiving module is being finalized.

NetMeetings:

· AP/Purchasing—EPIC

· University of Hawaii eProcurement Systems

 

Subject Matter Experts:

· Marilyn Kisters—(Kuali Lead-Purchasing), IU

· Cathy Salino —(Kuali Lead-AP), Cornell

· Hollie Apodaca- A/P (Arizona Lead), FSO

· Dorothy Ashton- A/P (Arizona Lead), FSO

· Nasser, Ted - Purchasing (Arizona Lead), PACS

· Hanson, Gail, PACS

· Robert Quiroz, ARL

· Soriano, Lucy, PACS

· Tumellie, Linda, COPH

 

eDocs:

 

· Quote

· Requisition

· Purchase Order

· Payment Request

· Credit Memo

 

Enhancements (E=Essential; H=High):

 

AP/Purchasing Enhancements

 

o PA-E1: Commodity Codes will be added so that each institution can have their own distinct list

o PA-E2: A basic receiving module will be created that includes status of the receipt and electronic return process with reasons for returns.

o PA-E3: Electronic Invoicing

o PA-E4: Identification of sales or excise tax that can be isolated by account.

o PA-E5: Ability to select a bank account on a PREQ.

o PA-E6: Ability for one requisition to spawn multiple purchase orders and ability to select line items to assign to buyers.

Progress Reports

· 12/15/05

· 11/15/05

· 10/15/05

· 09/15/05

· 08/15/05