Inventory Overview Training and Materials

Agenda

Inventory Agenda

The attached document includes the agenda for the ITC Overview (train-the-trainer) 3-day session.

Presentation

Inventory Overview Powerpoint

The attached powerpoint presentation includes the latest version of Inventory.  You may save this presentation and customize it for training purposes and demonstrations.

User Manual

Inventory User Manual

Inventory Appendix

The user manual provides the most up-to-date documentation on Inventory.  An appendix is provided at the end of the manual containing various Inventory-related checklists and useful procedures.

Recorded Training

Inventory Day 1 Inventory Day 2 Inventory Day 3

SSDT Overview Training is provided in three (approx. 1.5 hour) sessions. The full video for each day can be accessed here. For links to specific topics in each session please see below.

Core Menu

• Core Codes

• Configuration Option

• Fiscal Year Option

Process involved in creating and maintaining Core Codes, Configuration menu and Fiscal Years grid in Inventory. 

Transactions Menu

• Item Transactions

• Split Items

• Acquisition Transactions

• Disposition Transactions

• Transfer Transactions

• Pending Items

• Importing Spreadsheets

Process involved in creating new transactions as well as additional options involved in each transaction processing program.

GAAP Reports Overview

• Fixed Asset by Source

• Fixed Asset by Function/Class

• Schedule of Change in Fixed Assets

• Balancing GAAP reports containing original cost

• Schedule of Change in Depreciation

• Balancing GAAP reports with depreciation amounts

Review of the Inventory fields involved in GAAP reports, an explanation of the content in each report and well as how to balance GAAP reports to each other and some non-GAAP reports.

Non-GAAP Reports Overview

• Audit Report

• Book Value

• FYE Bundle/Reports

Overview of the non-GAAP reports including detailed explanation of the Audit and Book Value reports as well as the FYE Reports Bundle

Depreciation Calculations 

Fields involved in calculating and tracking depreciation

Depreciation Methods

• Straight-Line

• Declining Balance

Review of the depreciation methods available in the software.

Depreciation Options

• Depreciate via Item Grid

• Depreciation Transactions within Item

Review the options available to depreciate an item.  Includes the Items grid 'depreciate' option and creating a depreciation adjustment when editing an existing item. 

Non-Migrated District

Included are the steps for a district starting new in inventory