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* 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. |
- Click on
- 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.
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.
- Click Confirm and the items will appear on the grid.
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The Pending Items grid displays existing pending items. You can search for existing pending items by clicking in the filter row in the grid columns and entering in the desired information. By default, the grid sorts by PO number. Click on 
to generate a CSV or EXCEL formatted spreadsheet based on what you filtered.
TIP: To find a specific value, you can enter the entire value. However, most columns will auto filter as you type, narrowing down your search to including your search criteria. For example, to find PO#210275PO #190980, enter 210275 in the PO # field. Percentage '19098' and it will display POs between 190980 -190989 on the grid. Percentage symbol '%' can be used as a wildcard on most columns in the filter row. For example, to view pending items on the grid for PO numbers between 210270-210279, enter 21027% in the PO number column. Less Less than < and/or greater than > symbols can also be used on numeric based or date columns in the filter row.
Use the More icon 
to add or remove columns from the grid.
Delete a Pending Item
Deleting a pending item will send a message to USAS-R updating the EIS Pending Transaction status on the PO Item to 'rejected'. Rejected status means the item will not be pulled in again via the 'Pull from USAS' option in Pending Items. The checkboxes located on the left side of the grid are intended to be used with the delete button. You may check specific items to delete or you can use the top checkbox to select all items based on the filter you entered.
- Query the desired pending item(s)
- Click on the Delete icon
. If multiple items to delete, select - Confirm you want to delete by clicking on
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| Note | ||
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* 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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