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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.

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Note
titleCommunication between USAS and Inventory

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  • In USAS, 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 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 status will be updated from 'sent' to 'posted' to indicate it's been turned into a tag.
  • If a pending item is deleted (from the pending item grid), it is removed from the pending grid and the USAS 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.

Ensure the connection between USAS and Inventory is configured properly by first testing the connection.  When pulling items, you may receive an error message.  They are described below: 

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