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LinkedInKuali & UCPath deadlines and Aggie Enterprise dates for Dec. 18 to Jan. 15
Dear Colleagues:
If you work in the current Kuali financial system or the UCPath HR and payroll system, below are upcoming system cutoff dates. As we approach the scheduled Jan. 4, 2024, go live date for the new Aggie Enterprise financial system, it is strongly recommended that you review the dates below and plan for any impact on your department's operations.
Please reach out to the ANR Aggie Enterprise Project Team for questions.
Thank you,
Tu Tran
Associate Vice President, Business Operations
Kuali Financial System Cutoffs and Aggie Enterprise Dates for Dec.18, 2023, to Jan. 15, 2024
- 12/18/2023: Internal Billing documents (from units/departments used to bill for goods/services provided to other units/departments) due to Business Operations Center
- 12/20/2023: Statement of Cash Collections paperwork and bank deposit paperwork due to Business Operations Center
- 12/20/2023: Last day to send checks to Business Operations Center to be deposited
- 1/3/2024: Add new (or edit existing) supplier records in Aggie Enterprise
- 1/3/2024: Catalog and non-catalog requisitions available in Aggie Enterprise
- 1/3/2024: Accounts Payable documents available in Aggie Enterprise
- 1/15/2024: Reconciliation and report creation resumes in Aggie Enterprise
Deadlines for UCPath General Ledger (GL) Transactors
- 12/19/2023: Direct Retro (DR) Transaction Freeze for UCPath General Ledger transactors
- 12/20/2023: ANR General Ledger access in UCPath will be removed during cutover until 1/8/2024
- 1/4 to 1/8/2024: UCPath General Ledger downtime during ANR UCPath cutover
- 1/8/2024: UCPath new Chart of Accounts goes live, Funding Entry and Salary Cost Transfer transactions can resume
Log in to the ANR portal and find the full list of Business Operations Center deadlines here and UCPath cutover deadlines here.
Resources
Aggie Enterprise Orientation Guide, including a list of common scenarios to practice
UC Davis Aggie Enterprise website
Navigating Aggie Enterprise 6-minute video
The new UC Davis Chart of Accounts (COA) will replace the current Full Accounting Unit (FAU)
COA Resource Guide (PDF)
COA Quick Reference Guide (PDF)
COA Segment micro-learning videos and supplemental resources
ANR Aggie Enterprise Website
Access the ANR Aggie Enterprise website from within the ANR portal.
Training
Self-paced eLearning and instructor-led courses are available for sign-up in the UC Davis Learning Management System (LMS). Search “Aggie Enterprise” for a list of available courses. For the best experience, practice transactions and processes in the Hands-On Environment while taking the eLearning courses.
