To create a KFS Account document from a KC Award document:

1.

Click the plus  symbol next to the Awards option in the Post-Award group on the Central Admin menu to create a new Award document.

2.

Select options and/or enter data in all required fields (marked with an asterisk , for example, Transaction Type in the Details & Dates section of the Award page).

3.

Enter a Sponsor ID in the Sponsor section (for example, ‘000400’ for NASA – Washington).

4.

Enter an Obligated Amount and an Anticipated Amount in the Time & Money section  (for example, $10,000.00 in Obligated, and $20,000.00 in Anticipated). 

5.

Select a Sponsor Template Code, then click the apply button, and confirm yes.  This fills many fields for you and allows you to avoid validation errors.

6.

Click the save  button to to continue to other pages.

7.

On the Contacts page, add a PI ( for example, select Nicolas Majors) by using the Person lookup and selecting the ‘Principal Investigator’ option from the Project Role list and then clicking the add button in the Actions column in the Key Personnel and Credit Split section.

8.

On the Commitments page, fill out the F&A Rates subsection of the Rates section for the current fiscal year and click the add button. 

9.

Click save .

10.

On the Custom Data page, “asdf” (custom) tabbed section, enter a Graduate Student Count (for example 34) in the Personnel Items for Review section, then enter a Billing Element (for example, 3434). 

11.

On the Award Actions page, click the turn on validation button.  Fix errors as necessary if they are found.

12.

When no errors are present, click the submit button to send to workflow routing. 

You are redirected to the Kuali Transactional Document Postprocessing Holding Page which is a screen that appears in the body area, temporarily replacing the display of the KC Award e-doc page.  It displays a ‘The document is being processed.  You will be returned to the document once processing is complete.  You can also return to the main menu by clicking below.’  message and a [return to portal] command button.

The Award document Award Actions page eventually displays a ‘Document was successfully submitted.’ message in the notification area, and the new Create Account section appears.

13.

Enter an account number that doesn’t exist in KFS into the Account ID field in the Create Account section, and then click the create account  button in the Actions column.  This creates a KFS award account (Account document) with this document number in KFS.

The left column of the Create Account section displays the Financial account document number (sequentially assigned by the system automatically).  The Actions column is replaced with the Account creation date column, which statically displays the time and date stamp indicating when the new account was created in KFS.

This Doc # returned from KFS to KC now becomes searchable in KFS (the type of e-doc it is is called Account), and the Title is ‘New Account – Automatic CG Account Document Creation’. 

14.

To verify in KFS, you can do a doc search on that Document/Notification Id on the Document Lookup screen.

When you open the KFS Account document, the Account Maintenance section is populated either:

•    from the CG Accounts Default Maintenance Document, or…

•    picked up from KC

You must then send the new Account e-doc into routing or blanket approve it, before you can actually start using that account.

End of activity.