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- enter a pending threshold amount.
- By checkmarking 'AUTOMATIC', it will automatically flag a 6xx level object code item as an 'inventory item' when invoicing a PO item in USAS-R. If left unchecked, user will be prompted in AP invoice to flag 5xx and 6xx level object code items as an 'inventory item'.
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There are two account filters that may be added based on this setting. If the 'Automatic' box is checked, the ssdt-eisClassicAutomaticFilter is added to the Account Filters page. If the Automatic box is left unchecked, the ssdt-eisClassicEnabledFilter filter is added. A district may have one or both of these filters These filters are referenced during AP invoice processing for items that are marked for inventory. |
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This 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. |
The SSDT Inventory Pending Extract report will pull the flagged items based on the spreadsheet.
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Before extracting your fiscal year data for financial reporting, you must enter the fiscal year in which you are reporting for. For example, if you are reporting data for FY21, enter 2021 as the fiscal year. This will need to be reset for successive years.
Email Configuration
Available when the Email Notification Services module is enabled. The Default Administrator Address is not being used at this time so this can be left as "root." The Default From Address will be used when sending emails from the application (Report Bundle Immediate option or via the Job Scheduler). The Port and SMTP Host information must also be entered for emails to be sent. Generally, the Port and SMTP Host information would be known by the ITC. Enable Start Tls is an email security protocol. For example, the box should be checked if the district has MS Exchange Office 365 with SMTP authentication enabled.
Encumbrance Module Configuration
Is the Encumbrance module initialized? Indicates whether Encumbrance ledgers have been initialized.
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The following email options can be modified to customize the content of emails sent to users throughout the requisition approval process. Variables can be used in this configuration to include information that comes from the specific transaction that the email is being sent from. For more information on variables, click the question mark icon 
Various variables can be included in emails. These variables must be the exact text, beginning with $ and ending with }.
Currently supported variables are as follows:
${reqNumber} - The number of the requisition in the approval workflow.
${user} - The user that has approved/rejected the requisition.
${linkToApplication} - A hyperlink to the USAS application. This value is set in the Workflows Configuration.
${note} - The provided note/reason when a requisition is rejected.
Example:
"Requisition #${reqNumber}" will become "Requisition #1150"
Revenue Module Configuration
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