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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. |
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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
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- 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.
- Go to System>Users to create user accounts for Inventory
- Go to System>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.
Balancing
At minimum, the following reports in both Classic and Redesign should be run to check data and ensure all amounts and transactions balance.
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