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• Step 3: Environment configuration 
• Step 4: Setup the inventory database container
• Step 6: Connect the created network to the nginx proxy (if applicable)
• Step 7: Setup the inventory application container
• NOTE: Some parts of the 'Application Setup' in the Post Import Procedures may be applied to districts starting new in Redesign.
  1. Access Core>Configuration
     1. Click on ‘Edit’ to enter the district information such as IRN, District Name, Last Closed Inventory Fiscal Year 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.  
  2. Access Core>Fiscal Years
     1. 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. 
  3. 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.
     1. 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'.
  4. Access System>Users to create user accounts for Inventory
  5. Begin processing.
     1. If wanting to mass-import load data into Inventory, please refer to the System menu Import chapter for more information on spreadsheet templates available to mass-import load Core and Transaction data.

        
        

        Note
        The ability to mass import transactions (items, acquisitions and disposition) is not currently available.  Importing transaction data will be made available with the Version 1.8 of the software (INV-256).