Beginning in November, some of Supply Chain Management’s systems and processes will need to be halted to prepare for the go-live of Aggie Enterprise in January 2024. It is important to begin planning now and whenever possible, to purchase goods and services before this cutover period. See the Cutover Calendar for more information.

The visual theme of AggieExpense will be updated, starting September 18th, 2023, when you will see a refreshed look and feel. With the update, you’ll also get:

Imported expenses in AggieExpense should always be reconciled as soon as possible. Remember, imported card and Preferred Booking Program (CTS) expenses can be reconciled before the trip or event end date. 

The recording of the Supply Chain Management presentation, “All About Cutover" is now available on our YouTube channel along with recordings of Aggie Enterprise Procure-to-Pay module demonstrations. We hope you find it helpful as we prepare for downtime to some of our systems and processes ahead of the transition to Aggie Enterprise.

This month's Supply Chain Link newsletter contains information on Aggie Enterprise cutover, states added to the restricted travel list and a Spotlight on Steven Asercion.

Want the Link delivered to your In Box? Contact scmcomms@ucdavis.edu.

Beginning in November and continuing through the end of December, some of Supply Chain Management’s systems and processes will need to be halted to prepare for the go-live of Aggie Enterprise in January 2024. This includes deactivating the Kuali Financial System (KFS) and AggieBuy. In addition, AggieExpense will be temporarily unavailable for reconciliation activities.  

Below are just a few of the deadlines:

The July 2023 Supply Chain Management Aggie Enterprise Demonstration recording goes through several steps in the procure-to-pay process, including searching for a supplier, creating a requisition, approving a requisition, reviewing and approving a purchase order, and invoicing.

As of July 25, 2023, the Teamsters have reached a tentative agreement with UPS for a new 5-year contract, averting for now a strike that was set to begin Aug. 1. The agreement must still be approved by union members to take effect, but is expected to pass.

This month's Supply Chain Link newsletter includes information on:

• Catering and covered services
• Banking Card requests moving into AggieExpense
• Upcoming Help Desk Office Hour dates
• Spotlight On: Radiance Hardiman

Interested in receiving the Supply Chain Link newsletter? Contact scmcomms@ucdavis.edu.

July 25, 2023: This story has been updated. Please see: Teamsters/UPS Reach Tentative Agreement.

Please be advised of the potential for disruptions to UPS parcels in the coming weeks. UPS employees and management are currently negotiating a new contract. Their employees, represented by the International Brotherhood of Teamsters, have voted to strike, effective August 1, 2023, if an agreement is not reached before the current contract expires on July 31.

The June 2023 Supply Chain Management Aggie Enterprise Procure-to-Pay Demonstration recording covers adding new suppliers, Online Pre-Purchasing, Requisition reassignment, searching for invoicing and searching for payments.

We want your feedback! Give us your thoughts on the current Aggie Enterprise Procure-to-Pay modules and ideas for future demos. After watching the recording, please be sure to take our short survey.

Fiscal Close is quickly approaching!  Supply Chain Management has posted all relevant deadlines for purchasing, accounts payable, and supplier management activities.

Fiscal Close is the process that allows for a “cut-off” of financial activity so the university can generate annual financial reports for stakeholders. The university’s fiscal year starts July 1 and ends June 30.

May 17, 2023

AggieExpense users may have received an email message this morning with the subject line: RE: CTS Transaction Aged => 21 Days. It appears this message went out to travelers who may have already reconciled the expenses referenced in the email. If you have already reconciled the expenses, you may disregard the notice.

Our AggieExpense team is working on the situation and will provide an update as soon as possible.

The May 2023 Supply Chain Management Aggie Enterprise Procure-to-Pay Demonstration recording is available. This demo covers Requisitions, Agreement forms, non-PO invoice forms and a quick look at reports.

We want your feedback! Give us your thoughts on the current Aggie Enterprise Procure-to-Pay modules and ideas for future demos. After watching the recording, please be sure to take our short survey.

The March 2023 Supply Chain Management Aggie Enterprise Procure-to-Pay Demonstration recording is now available. The recording includes an overview of the current processes for Supplier Management, Blanket Purchase Orders, Invoicing and Disbursements, as well as training updates and lots of questions and answers.