Preparing now for Aggie Enterprise can assist in a smooth transition to the new system.
Plan Ahead for System Freezes in November and December
We have a calendar of the important dates coming up this fall as we transition to Aggie Enterprise. We encourage you to put those dates on your calendar now.
We recommend purchasing ahead, or stocking up, as we approach the deadlines in November and December. In addition, we recommend identifying additional Procurement Cardholders within your department to help ensure access to delegated purchasing during the downtime.
Purchasing Suggestions
- Purchase the following ahead of time in AggieBuy or KFS, whenever possible and practical:
- Class and Lab Supplies for Winter Quarter 2024
- Office Supplies
- Cleaning and Maintenance Supplies
- Animal Feed
- Medical Supplies
- Controlled Substances (note current supply chain issues)
- Any other purchases that are normally made in November or December
- "Favorites" lists in AggieBuy, whether hosted or punchout catalogs, will not be transferring to Aggie Enterprise. We recommend saving any favorites lists in AggieBuy offline so that you can refer back to them as needed when purchasing during the time that AggieBuy is not available and when creating new favorites lists in Aggie Enterprise in January.
- Price quotes in AggieBuy will not transfer over to Aggie Enterprise. We recommend purchasing against any quotes by December 8th, or you will have to work directly with the applicable vendor(s) to access and purchase against them in an alternate method (outside of AggieBuy). When Aggie Enterprise punchouts go live, they will not contain the previously-saved quotes, but users will be able to create and use new quotes in Aggie Enterprise.
Travel and Entertainment Suggestions
Although travel and entertainment expense reconciliation won't be possible in AggieExpense for the period from December 15, 2023 through January 14, 2024, travel and entertainment booking and reservations will still continue to be available. If possible, complete travel and entertainment expense reconciliations as soon as possible after events have concluded, to ensure that any necessary reimbursements are issued in a timely manner.
Close Unneeded Purchase Orders and Purchase Agreements
Run the Open Purchasing Orders (364) query in FIS Decision Support, and close any unneeded orders.
Review the Past SCM Aggie Enterprise Demo Recordings
Supply Chain Management has been hosting monthly informational demonstrations on various purchasing, accounts payable, and supplier record functions throughout 2023. Check them out.
Learn More Now About the New UC Chart of Accounts
The UC Davis account structure and naming conventions are changing. Review and bookmark the Segment Design and Definitions page for the new account structure.
Online training is available for: