Two New Decision Support Reports

[Accounting and Fiscal Services]

Financial Management Support Two New Decision Support Reports The Financial Management Support team and the Office of Information Technology recently created two new Decision Support reports. Below is a summary of the new reports available to the campus financial community: UCIBuy+ Department Buyer Lookup Report Developed in support of the UCIBuy+ implementation, the new UCIBuy+ Department Buyer Lookup Report uses KSAMS data to display department buyers by various search criteria. For example, searching by rollup org using a school’s org code will list out all department buyers in that school. Department buyers are assigned in KSAMS using the EPRO - UCIBuy Department Buyer role at organizational rollup level 05. The report supports searches by department buyer name or UCInetID, department buyer rollup org/org, grantee employee status, and role active date. The link to the Department Buyer Lookup Report can be found on ZotPortal. Look for it in the KFS Decision Support portlet under the Purchasing section. KFS Disbursement Register An enhanced disbursement reporting solution was recently introduced to replace the legacy Disbursement Register Summary reports (UCAP40S, UCAP40M, UCAP40MS, UCAP400). The new KFS Disbursement Register provides improved functionality and greater detail, making it easier to review outgoing payments like wire transfers, ACH payments, checks and other types of disbursements. The report allows users to review disbursements by process ID, disbursement type, and payment status for a selected date or date range. Key data elements include bank, payee, PDP customer, disbursement number, and process timestamp. The report also identifies canceled or reissued payments by comparing the current net payment amount to the original amount at the time of processing. Multiple views are available, including: Summary by Process ID Disbursement Type Payment Status Payment Details Specialized view displaying only reissued payments Decommissioning of Legacy Reports Legacy Disbursement Register Summary report links have been deactivated in ZotPortal and will be fully decommissioned in June following the transition to the KFS Disbursement Register. The link to the new report can be found on ZotPortal. Look for it in the Accounts Payable section of the KFS Decision Support portlet. Please don't hesitate to share any feedback or questions you have as you transition to the new report. We truly appreciate your input, and it helps us keep improving our reporting tools and support. For questions or feedback on these reports, you can contact Financial Management Support via the KFS Help Desk at k...@uci.edu.

UC Irvine Accounting & Fiscal Services 228 Aldrich Hall | Irvine, CA 92697-1050 | accounting.uci.edu

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