Download KC-KFS Integration Guide
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Contents Kuali Coeus – Kuali Financial System Integration i Overview 1 KFS-KC Integration Feature Summaries by System ................................................................. 1 KC 3.1.1 ...................................................................................................................... 1 KFS 4.1.1..................................................................................................................... 2 KR 1.0.3.3 ................................................................................................................... 2 Account 3 Setting up Account creation integration..................................................................................... 3 Prerequisite Condition Checklist ................................................................................. 3 Account Auto-Creation Defaults Maintenance Document .......................................... 4 FIN_SYSTEM_INTEGRATION_ON Parameter ..................................................... 12 Creating a KFS Account from a KC Award ............................................................................ 13 Overview ................................................................................................................... 13 Quick Reference Guide - Abbreviated Procedure ..................................................... 15 Detailed Procedure .................................................................................................... 16 Process Flow.............................................................................................................. 20 Routing And Status ................................................................................................... 21 Error Troubleshooting ............................................................................................................. 22 Budget Adjustment 24 Setting up BA creation integration .......................................................................................... 25 Prerequisite Condition Checklist ............................................................................... 25 KFS Account from KC Award .................................................................................. 26 KC Object Code Table with Financial Object Codes ................................................ 26 Financial Object Code Mapping Maintenance Document ......................................... 28 KFS RESEARCH_ADMIN_INCOME_OBJECT_CODE_BY_SPONSOR_TYPE Parameter ................................................................................................................... 31 Creating a KFS Budget Adjustment from a KC Award Budget .............................................. 32 Overview ................................................................................................................... 32 Quick Reference Guide – Abbreviated Procedure..................................................... 34 Detailed Procedure .................................................................................................... 35 Process Flow.............................................................................................................. 46 Routing And Status ................................................................................................... 47 Error Troubleshooting ............................................................................................................. 48 Advanced Adjustments ............................................................................................................ 49 ii • Contents KFS-KC Integration Guide