Page Comparison

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1. Go to System/Modules to install the following modules:
   • Classic Requisition Approval Module: must be installed if they want to use Onbase 
   • Email Notification Services: must be installed if they want to send reports via email using the Job scheduler or Report Bundles.
   • File Transfer Notification Services: must be installed if they use RAM.
   • USPS Integration Module: must be installed in order to post USPS-R payroll, Board Retirement and Board Share of Distribution files into USAS-R.
   • User-Based Balance Checking module: must be installed if district wants to control, per user, the ability to allow posting to negative balances on budget and appropriation accounts.
   • Windows Active Directory Service Authentication: must be installed if they would like to use Active Directory.
2. Go to System/Configuration
   • Classic Migration Configuration: Verify the 'Fiscal Year Closed' date and time from Classic's USASDAT/USACON.  This is the date and time Classic's ADJUST program was run when closing the fiscal year prior to extracting the district's data.  
   • EMIS SOAP Service Configuration: Enter the fiscal year the district will be reporting for the next Period H submission.  This is required before running the EMIS extract option under the Extracts menu.
   • Transaction Configuration: Specify the highest transaction number to be used instead of the system using the highest number retrieved from the database.  This will be helpful in eliminating gaps in transaction numbers.  
3. Go to Core/Delivery Addresses: By default, all delivery addresses imported from Classic are inactive.  Check mark the 'Active' box to activate a delivery address.Go to Core/Organization: Review the Organization Detail information from Classic - district Name, address, ID numbers. Update as needed. Organization: District will need to enter the Organization Detail for their district, including name, address and ID numbers.  The Central Office Square Footage and ITC IRN should also be added. 
4. Go to Core/Posting Periods:   When new districts come on to the Redesign they need to start in July in order to have a full fiscal year of posting periods.  Right now the system won't force you to create July, but we have an issue to implement that restriction.  Currently, in a new database the first posting period you create cannot be deleted and you cannot create a period prior to it.  When you start up the new districts, regardless of what month it is, you'll create the July posting period and then any subsequent periods to get them to the current period in whatever fiscal year they start up in.  Even if they start up in January for example, you would still create July - Dec, even if they have no data to enter into those periods.  It's important to have the complete set of posting periods for the fiscal year.
5. Go to Periodic/Spending Plan: If the district has entered SM1 Estimates into Classic, these figures are not contained in the SSWAT Extract and will need to be manually entered into the Redesign Spending Plan grid under the Periodic Menu.
6. Go to Transaction/Transfers/Advances: Link legacy repay transactions to the appropriate advance. Click here for details on this process.
7. Go to Utilities/File Import: The Classic MonthlyCD reports can be imported to the File Archive in USAS-R via the File Import option. Click here to navigate to the File Import documentation page.

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