News

Effective September 18, 2025, Purpose Code 80 (Provisions for Allocations) is no longer available. UCOP reporting requirements do not allow general ledger balances under Purpose Code 80.

Purpose Code 00 must be used for all accounts under:

• 77502D – Unit Level Appropriation Transfers
• 77510D – Central Campus Appropriations

The only exception is for Student Financial Aid appropriations, which should continue to use Purpose Code 78 to ensure proper Net Position balance at year-end.

October’s Aggie Enterprise User Group meeting provided updates on the Role Access Management (RAM) application, as well as status updates on reports in development and upcoming training opportunities.

UC Davis will soon undergo a routine external audit of Research & Development (R&D) activities related to sponsored projects. This audit is part of the FY25 UG Single Audit being conducted by PwC to ensure compliance with federal regulations, institutional policies, and sponsor requirements.

To ensure Aggie Enterprise Planning has up-to-date actuals, FY25 Period 13 data was reloaded. The reloaded data accommodates updated FY25 June actuals. (The last FY25 Period 13 actuals load occurred on 8/11/25.)

FY25 Period 13 remains open, but we do not anticipate additional transactions to post.

The Working version and Plan scenario planning data for September FY25 has been replaced with actuals. The September actuals data includes net position adjustments, which impact a limited number of level-C financial departments.

A snapshot of the following is available for reference:

Role Access Management (RAM) is now live and ready for use. RAM allows users to directly request Aggie Enterprise Job Roles via a self-service portal. RAM handles all aspects of access requests, including automatic routing to the appropriate security liaisons for approval.

This application replaces the job mapping file submission process previously managed by Aggie Enterprise Security Liaisons.

Earlier this year, multiple teams collaborated to build an integration between OnCore, the clinical trials management system, and Aggie Enterprise, the UC Davis financial system with goal of streamlining invoicing and payments for clinical trials. We’re excited to announce that the integration is complete.

The integration and process improvements go into effect October 1, 2025.

• Automated Financial Integration

  Invoices and payments now flow directly between OnCore and Aggie Enterprise, reducing manual entry and improving accuracy.

Learn about the new Role Access Management application. This introductory webinar, delivered September 25, 2025, provides an overview of the application and a demonstration of its basic functionlialty. The team also answers frequently asked questions and scenarios before taking questions from attendees.

See all of the information related to Aggie Enterprise role provisioning on the Security and Access Webpage.

Aggie Enterprise Planning virtual office hours will be held on Tuesdays at 11:00 AM, beginning October 7 and continuing through December 16, 2025.

These sessions provide an opportunity to ask questions and receive support directly from Planning team members. Whether you’re troubleshooting a specific issue or seeking guidance, office hours are a great way to connect with the team and get timely help.

The workforce assumption rates for the “Working" version "Plan" scenario have been updated with more accurate rates.

These updated rates will not impact the FY26 final plan but will improve the accuracy of the FY26/FY27 working plan.  

Click here to view the rate changes workbook.