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Table of Contents

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Note
titleThird Party Software

* 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.

Test Connection

Prior to pulling items from USAS, the Test Connection button may be selected to notify the user whether or not they are connected to USAS. A date does not need to be entered in order to use this feature.   If the connection was successful, the user will see "Successfully connected to USAS" message.  If the connection failed, the user will see "Unable to connect to USAS".  There will be a button available to "Show Stack Trace".  This information will be needed by SSDT if a support ticket is created for assistance.

Pull From USAS

  1. Click on
  2. Enter the starting AP invoice date.  It will pull any Purchase Order items marked for inventory from USAS-R into the pending file in Inventory inclusive of the starting date. 

  3. NOTE: If items are deleted from the pending items grid, a message is sent back to USAS-R stating the item was rejected.  Pull from USAS will not include marked for inventory items with a status of 'rejected' by default.  However, if the item needs to be pulled into Inventory again, check the "includes rejected' box to include rejected items inclusive of the starting date.

  4. Click Confirm and the items will appear on the grid.

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Note
titleCommunication between USAS and Inventory
  • In USAS-R, when an invoiced item meets the pending threshold, it's marked for inventory with a 'pending' status. Please refer to NOTE for invoicing via third party software.
  • In Inventory, when selecting 'pull from USAS', those items that are inclusive of the starting date entered will be pulled into the pending file grid and the USAS-R status will be updated from 'pending' to 'sent' 
  • When a pending item is turned into a tag, it is removed from the pending grid and the USAS-R status will be updated from 'sent' to 'posted' to indicate it's been turned into a tag.
  • If a pending item is deleted (in the pending item grid), it is removed from the pending grid and the USAS-R status will be updated from 'sent' to 'rejected'.

Pull from USAS will need to be performed periodically to pull in newly invoiced items into the pending file.  Because Inventory keeps USAS updated on the inventory status of the pending item, 'Pull from USAS" will not re-pull items that have a 'sent' or 'posted' inventory status.  It will not re-pull items that have a 'rejected' status either unless you check the 'include rejected' box.

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Note
titleThird Party Software

* 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.

NOTE: USASR-4726 (to be completed in CY2022) will find invoiced items that met the pending threshold but did not get marked for inventory and flag them so they can be pulled into Inventory using the 'Pull from USAS' option.  

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