News

The recording from the February Aggie Enterprise User Group meeting is now available.

In the February Aggie Enterprise User Group meeting, we provided a preview of the upcoming the Finance Internal Transfer System (FITS) and an enhancement to the revenue journal submission process that updates Non-Sponsored PPM projects. We also learned about the Reporting Workgroup, got an update about soon to be released new reports and report enhancements, and got an inside look into ideas for new reports and report enhancements move from concept to production.

The Aggie Enterprise Planning application will be offline on March 3, 2025 for assumptions update and workforce snapshot refresh. During this time, you will not be able to log in and perform any planning tasks. The application will be back online the morning of March 4, 2025. Please plan your work accordingly.

Enhanced reporting is an ongoing priority for Aggie Enterprise users and the Aggie Enterprise team. Moving a new report request from the initial idea to implementation is a multi-phase process:

New Report Process (PDF) | Text Alternative

Per policy, staff with financial responsibilities must complete periodic reviews to ensure compliance and risk management. The Review Financial Results and Key Risk Areas process now replaces the previous General Ledger Review process in KFS. In Aggie Enterprise, the following are required: 

UCOP reporting requirements do not allow general ledger balances under Purpose Code 80.  Effective with the Natural Account Hierarchy update in September 2024 (details here), appropriations natural accounts (beginning with 775BXX) have been reclassified as “revenue” accounts. As a result, the purpose code 80 requirement originally applied during the KFS transition has been removed.  

FISDS will be unavailable starting Friday January 31, 2025 at 3:00 p.m. and is expected to be available again by Sunday, February 2, 2025 at noon. The database is being migrated to a new host in preparation for its eventual retirement.

After the migration, you may need to update your client settings before you can log in.

A new way to pay honoraria and research subjects will be implemented on Monday, February 3rd, 2025.

Candex is the name of the supplier platform that allows one time payments for these types of transactions.  On the Aggie Enterprise Requisition, a Candex tile will be available in the All Punchouts section, and allow employees to process honoraria and research subject payments without the need for the payees to be in the university supplier database.

PaymentWorks will be a new supplier portal for streamlining the supplier onboarding process. Implementation is scheduled for Monday, March 10, 2025.  This new platform will replace the current vendor add process completed in Aggie Enterprise. Suppliers will onboard with PaymentWorks, and then the vendor data will be transmitted to Aggie Enterprise.

The process of documenting and requesting payment for unauthorized purchases is changing as of Friday, January 17, 2025.  You can also join us at our next Hot Topics session on 2/11/25 to learn more.

A new payment solution, Candex, is coming to UC Davis later this year.  This new solution will streamline payment to individuals for specific types of one-time payments, specifically research participants and honoraria.  

These payments will be requested via the Aggie Enterprise Requisition document, utilizing a catalog option.