Finance – AdminConnect - Purchase Orders, Requisitions -Journal Entry Requests -Stock Requests - Bid Requests -G/L Lookup, drilldown, and reporting

-School Training -Follow up training for new features, new processes -Documentation on “how to” and district policies -Requires extra work if you are maintaining both Web and traditional CIMS

P/O Reqs Requisition Entry Simplified some things: 2. entry versus full detail (vendor part#, WHS#, F/A item, Continue fields)

P/O Approval Requisition Entry, Create P/O

J/E Requests FINALLY: A way for end users to request Budget or transaction journal entries Request does not post/become a J/E until it is approved

J/E Requests Journal Entry Approval GNL.320 and then can still have double level using standard J/E approve Flag. Change Req to confirm contents, review text, review attachment

Stock Requests Stock from Warehouse (REQ.410) Can use for Bulk Buys as well - users input, collect the numbers, do a P/O, receive P/O, post backorders, picklist for delivery. Prevents Multiple P/Os but is that worth it? Change to Backordered stock listing to sort and subtotal by stock item to prepare a P/O

Bid Requests Ability to order all kinds of items and then BID.410 (not yet web) to create Requisitions. How many schools do use? Lots? Certain times of year? How are schools handling teacher orders - last year list to reorder or what? REMINDER: Use Comment for TeacherID - BID.225 printing works great and then they can reconstruct teacher orders year to year! Can input part of a description or stock code

Reminders G/L lookup and wildcard to find Drill down will bring up the P/O or A/P invoice and allow for attachment view! GNL.548 reporting - schools and admin don’t understand the power of this! Control account and then show activity for all.. TRICK

Future Field Trip Entry REQ.410 to Teacher Connect Level? Better tools for Account Select - input date entry