The customer request form, used to request and update new customers for Accounts Receivable, has been revised. The updated form now includes collector group information and should be used for all future customer request submissions.
In addition to the new collector group information, the form has been streamlined to remove unnecessary fields and clarify several other fields to improve usability and efficiency for departments submitting requests.
Aggie Enterprise will be offline starting at 7 p.m. on Friday, June 19, and is expected to return online by 8 a.m. on Monday, June 22, due to the scheduled Oracle 26B update.*
*This downtime does not apply to the Aggie Enterprise Planning system.
Boundary System Transactions Boundary system transactions to Aggie Enterprise can still be sent, but they will be held in a queue until Aggie Enterprise is back online. Once the system is online again, the queued transactions will be processed.
Watch this year's fiscal close webinar, as the UC Davis Accounting and Financial Reporting team members and others review key FY26 fiscal close tasks, offer valuable guidance, provide an overview of the resources available to support campus users, and answer questions from attendees.
After a period closes, any FITS transactions still in “pending” status become “stale” and can no longer be approved. Attempting to approve a stale transaction results in an error. Since submitted transactions cannot be edited, initiators need to resubmit stale transactions using an accounting date within the current open period.
A new Aggie Enterprise Planning knowledgebase article, Troubleshoot Approval Workflows, is now available. Based on user feedback, the article provides guidance for identifying and resolving common issues in the Approvals module, including errors, unexpected behavior, and approval unit ownership updates. Read the article.
With the FY2026-27 planning activities winding down and the campus budget meetings concluding soon, we will be pausing the Aggie Enterprise Planning virtual office hours following the session on May 5 (Zoom link). If you need assistance or have questions after May 5, please submit Help Desk tickets.
Learn how teams in Accounting and Financial Reporting and the Office of Business Transformation are helping staff build essential accounting knowledge for everyday work in Aggie Enterprise.
