Page Comparison

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• Under Core menu:
  • Configuration: Click on ‘Edit’ to enter the district information such as IRN, District Name, Last Closed Inventory Fiscal Year. Fiscal Year Report Bundle Email Address and Foundation Percentage (if applicable). If the district is GAAP compliant, the GAAP box must be checked to activate the necessary GAAP settings in the software. 
  • Fiscal Years: Create the current Inventory fiscal year and enter the capitalization criteria.  This consists of a dollar threshold and/or life limit.  These values are determined and set by Board policy.  The figures entered will determine which items will be capitalized and included on the GAAP reports. 

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    Note
    Please do not create prior fiscal year periods.  Only create the period for the fiscal year they would like to start on.

    
    

• Under Transactions menu:
  • Create Pending Item Data.  Please refer to the 'Pull from USAS' option under Transactions>Pending Items for steps on how to pull USAS-R PO items marked for inventory into the Inventory application.
    • In USAS-R, ensure theEIS Classic Integration Module is installed as well as the EIS Classic Integration Configuration's pending threshold criteria is set up.  Both should have been completed as part of your USAS migration (USAS-R Post Import steps).   Once in place, when a PO item meets the pending threshold (during AP Invoice processing), it will be marked for inventory and may pulled into the pending file using 'Pull from USAS'.  NOTE: The EIS Classic Integration Configuration setup is specific to flagging items when invoiced via USAS-R. Districts invoicing through a third party application should check with their third party to see if there is additional setup needed to flag invoice items for inventory.
• Under System menu:
  • Users: in order to create user accounts for Inventory
  • Capitalization Criteria: If the GAAP box is checked, capitalization criteria will need to be completed for non-migrating district in order to set their capitalization threshold.
  • Configuration (only accessible with INV_ADMIN role)
    • ADS Config: This is optional if you want to allow the enabling of external authentication (active directory service) in the inventory application
    • Password Config: This is optional.  Provides ability to change user password configuration.
    • Email Config: In order to generate the fiscal year Inventory report bundle, this must be configured.  NOTE: The Fiscal Year Report Bundle Email Address (in Core>Configuration) must be entered as well in order to email the report bundle. 
    • Jobs: the ability to view scheduled jobs (i.e. Inventory report bundle)
    • Migration Import: ability to load Item, acquisition and disposition data acquired in prior periods.

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