Implementation

Tips for Tailoring KFS User Guides

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When your institution implements the Kuali Financial System, your users will be successful more quickly if you provide customized user guides that reflect your unique KFS configuration and financial administration processes. Such guides are not replacements for user training. They serve, instead, as day-to-day references that help users work effectively with your KFS system and the associated procedures and processes.

The importance of understanding dependencies between modules in the Kuali Financial System

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Before you start building your institution's data elements and chart(s) of accounts, you need to understand the dependencies within the Kuali Financial System, especially dependencies between modules. For example:

KFS Inheritance/Composition with Private Methods

from external blog: http://kualigan.blogspot.com/2010/04/screencast-kfs-inheritancecomposition.html

The Problem ScenarioSuppose an instance arrives where you need to change the functionality of KFS slightly, but the method you want to override is declared private. Need an example? I have one. Read on.Digester and Namespace ValidationBy default, Digester within KFS has namespace validation off. Suppose you want to turn it on. Now you run into exactly such issue.package edu.arizona.kfs.sys.batch;......public class XmlBatchInputFileTypeBase extends org.kuali.kfs.sys.batch.XmlBatchInputFileTypeBase { /** * @see org.kuali.kfs.sys.batch.BatchInputFileType#parse(byte[]) */ public Object parse(byte[] fileByteContent) throws ParseException { if (fileByteContent == null) {

CSV Export in Internet Explorer

from external blog: http://kualigan.blogspot.com/2010/04/csv-export-in-internet-explorer.html

At the University of Arizona, we have had a problem for some time now when opening exported CSV using Internet Explorer. We knew the problem stemmed from security settings in Internet Explorer. Until now, we have not had a solution that did not involve weakening security settings in Internet Explorer. This was important to us because our institution has security policies that are enforced internally for applications on our domain like Internet Explorer. Weakening security settings just was not an option we could use.

CSU's portion of the "KFS in Production" presentation has been posted on YouTube

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If you'd like more details about Colorado State University's experience in going live with the Kuali Financial System, you'll want to watch four videos we've just posted on YouTube. Recorded at Kuali Days 2009, the videos feature Patrick Burns, CSU's Chief Information Officer, and John Hunter, CSU's Accounting Manager Financial Systems Services. Here are the appropriate links:

Part 1 and part 2 (Patrick Burns)

Part 3 and part 4 (John Hunter)

Avoiding Conversion Gotchas

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Sometimes it's the simple things that trip you up. This happened to us when we were converting San Joaquin Delta College's building codes during their migration to the Kuali Financial System (KFS).

At Delta and many other institutions, building codes can contain ampersands and other special characters. KFS doesn't accept these characters in the Building Code fields. (If you're manually entering data through the UI, the system performs a validation that prevents you from entering invalid characters.) Entering special characters in these fields directly in the database causes errors, such as a PO remaining in "en route" status after approval.