| Info |
|---|
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. |
| Note |
|---|
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. |
Table of Contents minLevel 2 style ol
| minLevel | 2 |
|---|---|
| style | ol |
...
| Classic | Redesign | Notes | ||
|---|---|---|---|---|
| EIS101 | Fixed Asset by Source | Run both reports using the default settings. Compare the totals for each fund type to ensure they balance Please refer to pre-data extract steps for further details on possible Classic corrections, | ||
| EIS102 | Fixed Asset by Function/Class | Run Classic report by option "F" (function and class) for the current FY period. Run Redesign reports by function and Class and compare totals for each fund type back to classic reports to ensure they balance. Please refer to pre-data extract steps for further details on possible Classic corrections, | ||
| EIS103 | Schedule of Change in Fixed Assets | Run Classic report, sorted by asset class. Run Redesign report, sorted by asset class and checkmark Summary box. Compare the totals to the Classic EIS103S.TXT. Run Redesign again, unchecking Summary box. Compare the totals against the Classic EIS103D.TXT . If an EIS103E.TXT is generated, please refer to EIS103E corrections section in pre-data extract steps for further details on Classic corrections, | ||
| EIS104 | Schedule of Change in Depreciation | Run Classic report, sorted by asset class. Run Redesign report, sorted by asset class and checkmark Summary box. Compare the totals to the Classic EIS104S.TXT. Run Redesign again, unchecking Summary box. Compare the totals against the Classic EIS104D.TXT. Please refer to pre-data extract steps for further details on possible Classic corrections, | ||
| EIS202 | Leased Assets Listing Report | **Optional if tracking leased items** Run both reports sorting by tag number. Compare the totals to ensure they match. | ||
| EIS203 | Asset Listing by Grant/Source | Run Classic report using the default settings. Run Redesign report selecting Active and New Item and sort by Tag #. Compare the totals to ensure they match. | ||
| EIS302 | Location Worksheet | **Optional** Run Classic using the default settings except sort L,T (location #, tag). Run the Redesign report using defaults except select Active and New Status and secondary sort by Tag # (default primary sort is location). Compare reports. | ||
| EIS304 | Brief Asset Listing | Run both reports using defaults. Compare the grand total amounts to ensure they match. | ||
| EIS305 | Book Value | Run the Classic report entering the entire FY period (YYYY06) as the reporting date, both capitalized and non-capitalized assets, sorted by tag number. Run the Redesign report, entering status of Active, New, Excess Asset Held for Sale, and Excess Asset Not in Use, 'Both' cap and non-cap items, sorting by tag number. Compare the grand total amounts to ensure they match. | ||
| EIS501 | Pending Item List |
Create the Pending File via Transactions>Pending Item's 'Pull From USAS' feature. Run the Pending Items List report (sorted by invoice date). Compare the generated report to the stored Classic EIS501 report. Note any differences and clean up the Inventory application Pending File. |
...