Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas INTRO Fixed Assets & Warehouse 2.0 Education Solutions Development, Inc.

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Enhanced Functional Area Asset Creation from Skeleton to Permanent New Mass Replace screen – to update multiple assets at a time Mass Clone – creating multiple assets from a single asset Reconciliation process between new assets and payments Complete Automated GL Posting Enhanced Deletion Process Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas New Parameters and Maintenance Tables Asset Number Assignment GL Interface FA Acquisition Object Maintenance Table Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas New Parameters and Maintenance Tables FA Type Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas New Parameters and Maintenance Tables FA Class Code Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Enhanced Search Capability Screen is reorganized and additional filter added Asset No search from Page Header Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Redesigned Fixed Asset Detail screen New Data – Cost Center, Delete Status, Delete Date etc Make Permanent function PO Number entry brings in PO related values Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Redesigned Fixed Asset Account Distribution screen Two sections for Acquisition Account and Fixed Asset Account GL Posing based on Asset Account setup Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Redesigned Fixed Asset GL Posting (Depreciation) screen All Accounting Transactions for an Asset listed on the screen Asset addition and change in cost, Depreciation and Deletion Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Enhanced Change Log Comments and Effective Date, Source/batch Id Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas New Mass Clone screen Single Asset cloned as multiple assets with changes to fields shown as below Ability to copy data from previous line using ‘On/Off’ switch Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas New Mass Replace screen Changing certain attributes of multiple assets at the same time, like location, cost, in-service date Comments and Effective date of the change Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas FA Payment Reconciliation – Batch Process Match Fixed Asset Additions against Payments Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas FA Payment Reconciliation – Batch Process Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Improved Asset Deletion Process - Batch Single Asset or multiple assets based on the user defined criteria Multiple assets from a.csv file Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas General Ledger Interface Fixed Assets Posting to GL – batch process Post add new additions and cost changes to General Ledger Fixed Assets Depreciation Update – batch process Compute and Post Depreciation to General Ledger Fixed Assets Deletion Posting to GL – batch process Update the delete status on the assets and post to General Ledger Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas General Ledger Interface Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas General Ledger Interface Fixed Assets 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Enhanced Functional Area Support Multiple Warehouses (Supplies, Textbooks, Food Services) User security at Warehouse level Separate Stock-on-Hand and Stock-on-Self counts Multiple Accounts for a Warehouse Requisition Multiple Accounts Import Items from an Excel sheet Event Log from entry to delivery Receiving - Order to Stock UOM conversion New Transactions Customer Returns Vendor Returns Automatic Generation of Warehouse restocking Orders New Warehouse Transaction List Report Show Outstanding POs for a catalog on Catalog Activity and Transaction search screen Warehouse 2.0 Warehouse 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas SLIDES Warehouse Catalog New data – Warehouse No, NIGP code, ISBN No, USDA code, Weight Classification, Bid data Asset Account Mask Catalog search from header Warehouse 2.0 Warehouse 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Warehouse Catalog Activity Summary Screen Warehouse 2.0 Warehouse 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Warehouse Transaction Search screen Lot more filters Document Status separate than Delivery Status Warehouse 2.0 Warehouse 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Requisition Entry Screen Warehouse 2.0 Warehouse 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Requisition Entry Screen Import Option Available for new order entry Order Entry by Requesting Center Multi Accounts are allowed Ref No available to tie details to accounts for grouping cost Order quantity and Issue quantity separated Returns using Customer Returns shown on the screen Boxed to be delivered and Boxes delivered shown Warehouse 2.0 Warehouse 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas New Delivery Status Update screen To set Delivery Status for multiple records Ability to enter boxes delivered and person who picked/delivered with comments Updates the event log Warehouse 2.0 Warehouse 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Requisition Event screen Track the status of the order System defined events created automatically District can define additional events Warehouse 2.0 Warehouse 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Customer Returns screen To enter goods returned against an order Entry by Requesting Center Warehouse 2.0 Warehouse 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Vendor Returns To enter goods returned to vendor Entry made for catalog item against PO and Receipt Warehouse 2.0 Warehouse 2.0

Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas New Warehouse Transaction List Report List Transactions by Catalog and Type Warehouse 2.0 Warehouse 2.0