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• We just migrated to Inventory and I need to create my pending file.  What date should I use on the 'pull from USAS' option.  That depends:
  • Are invoiced PO items processed in USAS-R being are being marked for inventory?  Part of the USAS-R post-import steps is to install the EIS Classic Migration Module and set up the EIS Classic Integration Configuration. Once set up, when posting an AP invoice in USAS-R, any PO items that meet the pending threshold will be marked (behind the scenes) for inventory. NOTE: If using a third-party application to post invoices, please check with your third party to see if there is additional setup needed to flag invoiced items for inventory in their software. 
    • If invoiced items are being marked for inventory and your district migrated to USAS-R before Inventory, was the Inventory Pending Extract report generated periodically and imported into Classic's EIS pending file via the EISIMPR program? Were those pending items then converted into tags via EISSCN>ITMSCN?
      • If you have kept up with extracting from USAS-R, importing into the pending file in Classic and creating tags in EIS, use your current Classic EIS501 report as a reference when re-creating the pending file in Redesign using the earliest invoice date on the EIS501 as a starting date on the "pull from USAS" option. It's very likely there will be more items pulled in than what is on your existing EIS501 because Redesign doesn't know if some of those items marked for inventory have since turned into a tag in EIS. You can delete any items on the pending items grid that were already turned into an inventory tag in EIS or you don't plan on creating a tag for in Redesign.
      • If you have not been extracting from USAS-R and importing into EIS via EISIMPR since starting in USAS-R, and not keeping up with their pending file in Classic EIS, we advise using your USAS-R import date as the starting date on the "pull from USAS" option. This will pull any USAS-R invoiced items marked for inventory since you began processing in USAS-R.  You can delete any items on the pending items grid you don't plan on creating a tag for in Redesign.
• I pulled my PO items into the pending file and then deleted some of them by mistake on the grid.  Can I re-pull?
  • Yes.  When 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.
• How does USAS and Inventory talk?
  • • In USAS-R, when an invoiced item meets the pending threshold, it's marked for inventory with a 'pending' status. 
    • 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'.
• Do I need to 'Pull from USAS' periodically?
  • Yes, you 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.
• I need to reduce the original cost of an item.  I can't modify the original cost on the item so how do I go about doing this?  
  • In order to modify the original cost of an item, you need to create an additional acquisition via Transactions>Acquisitions against the existing item.  Enter a negative value for the amount you want to reduce the original cost by.  The acquisition date must be in an open period.  Please ensure the 'update original cost' box is checked.  After posting the acquisition, please review the related item record to ensure the original cost has been decreased by the amount of your negative acquisition.

Reports

• My prior year's Book Value Total Depreciation amount no longer matches my current year's LTD depreciation amount.  The Total Depreciation column on the book value is LTD + FTD so once I close the year, the new year's LTD depreciation should equal the prior year's Total depreciation.  Why doesn't it balance?
  • There could several reasons why these totals may no longer agree
    • First, ensure the prior year's fiscal year has been closed.  LTD depreciation does not get updated until a fiscal year is closed.
    • If the prior year has been closed or you are comparing the current year report to a Classic generated EIS305,
      • if any non-cap items were deleted (removed) from Inventory, those items will no longer be included in the current year Book Value 
      • making changes to any fields that are involved in the LTD depreciation calculation and then running the 'depreciate' option.  These would include depreciation method, beginning date, salvage value, life expectancy and updates made to original cost.
      • posting depreciation adjustments for existing items 

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