Transition Tips for Aggie Enterprise Implementation
Discover essential recommendations for a smooth transition to Aggie Enterprise in June 2023. Learn about setting up expense accounts, handling encumbrances, and other valuable insights to facilitate the changeover effectively.
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Presentation Transcript
Cutover to Aggie Enterprise Recommendations and Suggestions June 2023
Presentation Objective Communicate to the Research Administration Community some suggestions that will facilitate the transition to Aggie Enterprise. 2
Expense Accounts Create the Kuali expense accounts of new awards as soon as the award is set up. The expense account will become a project in Aggie Enterprise (PPM). If the Kuali award does not have an expense account, the award and project(s) might not be converted. 3
Expense Accounts If the award is not converted, it will have to be set up manually in Aggie Enterprise This will be done, once CGA finishes setting up the awards and processing the amendments that it receives during the cutover period (11/21/23 to 01/03/24). 4
Expense Accounts Last year during the period 11/21/22 and 01/03/23, CGA received: - 235 new awards - 567 amendments It took about 7 weeks to process them. That implies that those awards that did not migrate will start being set up after February 21. 5
Encumbrances Request to close all Purchase Orders that still have pending items that will not be received. If a subaward has ended and the invoices processed, please send a request to the fund manager to close the NPA. 6
Others Clear overdrafts. If a new expense account will be require during the cutover period or the beginning of 2024, set up the account and have it approved by Nov. 17, 2023. Expire all Contracts and Grants expense accounts that are no longer needed. 7
Information A/P will become the UCD reception center for invoices. SPO will start using the following address in new subaward contracts to other institutions: 1441 Research Park Dr. Suite 170 Davis, CA 95618 For electronic submission: invoicing@ucdavis.edu 8
Questions If you have questions or commentaries, you can send an email to: - Francisco Andrade fcoandrade@ucdavis.edu - Valerie Cruz vjcruz@ucdavis.edu - Stephanie Mata smmata@ucdavis.edu 9
