AGGIE ENTERPRISE HELP GUIDES
What do I need to know about Aggie Enterprise?
Aggie Enterprise brings a new Financial System and a new Chart of Accounts structure to UC ANR. This impacts not only financial system users but all UC ANR employees.
Do I need to know the new Chart of Accounts (COA)?
Even if you never needed to access the UC Davis Kuali Financial System (KFS), it is important to understand how changes from our legacy Full Accounting Unit (FAU) to the Chart of Accounts (COA) can impact your day-to-day work.
You will need to know and provide your COA if you use any of the following: (Please note: This is not a comprehensive list.)
- AggieExpense
- AggieShip
- PCards
- Position Management Form (PMF)
- Purchasing requests such as for cellphones, laptops, supplies
- UC ANR events and surveys
- Workflow Automation Forms (WFA)
The Learning Management System (LMS) has two overview courses for more information: (Please note: Use your UC Davis login credentials.)
Getting Started With the New Chart of Accounts
Putting It All Together: How The Chart of Accounts Works With Oracle Cloud Financials
Additionally, there is a 2½ minute UC ANR COA overview video on naming conventions here.
What is my new “account”?
In Aggie Enterprise the term “account” is no longer used. The new term is Chart of Accounts (COA), which is a combination of the new chart fields. A COA will need to be provided in requests and transactions so please review below to understand the components.
Legacy Usage in Kuali Financial System | Chart of Accounts Usage in Aggie Enterprise | Sample Value |
Chart | Entity | 3310 |
Fund | Fund | 20700 |
Chart-KFS Account | Financial Department | 9931111 |
Object/Commodity Code | Natural Account – These are determined based on the nature of the transaction, specific to the type of revenue, expense, recharge, asset, liability, transfer, net position. | 501000 |
Higher Ed Function Code | Purpose | 62 |
Not Used | Program – Records revenue and expense transactions associated with a formal, ongoing systemwide or cross campus/location academic or administrative activity. If there is not value then you enter a default. | 000 |
Not Used | Project – Tracks financial activity for a “body of work” that often has a start and end date that span across fiscal years. If there is not value then you enter a default. | KL0NPIGJ01 |
Not Used | Activity | 000000 |
Not Used | Task | TASK01 |
Not Used | Award | KL81F10 |
What do I put on my AggieExpense Punchout in Aggie Enterprise (formerly AggieBuy)?
The Business Operations Center (BOC) and Statewide Program and REC Operations (SWPR) will email Directors a list of commonly used Chart of Accounts for various usage across UC ANR.
For crosswalks from legacy accounts to the new COA, please refer to these documents (links require login to the UC ANR portal):
KFS to Chart of Accounts (COA) Crosswalk
KFS Object to Natural Account Crosswalk
KFS Org to COA Financial Department
KFS Fund to COA Fund Crosswalk
Aggie Enterprise Financial Department to COA Crosswalk
Reminder: For Punchout requests in Aggie Enterprise, approvals must be provided as attachments as there is no ad-hoc routing.
Need more information?
Please visit the UC ANR Aggie Enterprise website for job aids Aggie Enterprise Quick Resource Guide (Download), videos, trainings, and other support. You can also email the UC ANR Aggie Enterprise Waggle Support Team to open a ticket for any questions or issues you may have.