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