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An /wiki/spaces/rtd/pages/2753046 is available in an effort to consolidate the various pieces of our documentation relevant to setting up a school on Inventory, albeit migrating their Classic EIS data or starting new in Redesign. |
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SSDT strongly recommends ITC run test imports on their district's Classic EIS data into a test instance prior to importing their live data to ensure the import completed correctly. Please review the pre-data extract steps for any necessary clean-up that needs to be addressed in Classic prior to their live extraction. When running a test import, please review the import log and refer to the Common Import Errors and Warnings for more information as well as review the Data Cleanup and Balancing sections below to ensure amounts and reports balance. |
Data Cleanup
- Review the InventoryImportResults file. A summary of each extract file imported will display the number of records imported and any errors encountered. In addition to the summary it is imperative that you scroll up and review the entire log for Exceptions. If you encounter an exception you need assistance with, please submit a service desk ticket to SSDT. For more information on possible errors, see the Common Import Errors and Warnings page.
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- Go to Core>Configuration
- Compare the Configuration information to Classic (EISMNT>DATSCN) settings. District Name, IRN, Last Fiscal Year Closed, etc. should match back to Classic.
- Go to Core>Fiscal Years
- Compare the Fiscal Year grid to the 'Fiscal Year Closed' and Capitalization Criteria settings in Classic (EISMNT>DATSCN). Redesign should contain one row in the grid reflecting the current EIS processing year and correct capitalization criteria from Classic.
- For example, if the 'Last Fiscal Year Closed' reflects 2020, then the Fiscal Years grid should reflect FY2021 as being the open and current year.
- Compare the Fiscal Year grid to the 'Fiscal Year Closed' and Capitalization Criteria settings in Classic (EISMNT>DATSCN). Redesign should contain one row in the grid reflecting the current EIS processing year and correct capitalization criteria from Classic.
- Create Pending Item Data. Please refer to the 'Pull from USAS' option under Pending Items for steps on how to pull USAS-R PO items marked for inventory into the Inventory application as pending items.
- Go to System>Users to create user accounts for Inventory
- In USAS-R, ensure the EIS Classic Integration Module is installed as well as the EIS Classic Integration Configuration pending threshold criteria is set up. Both of these should have been completed as part of their 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 the 'Pull from USAS' option under Transactions>Pending Items.
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