Prerequisite Setup

Before using the Student Activities system, verify the following:

• General Ledger – Verify there are accounting practices in place for the Student Groups, with object codes available for defining Cash, Fund Balances, Transfers, Revenue and Expenses.
• Security – Verify security is in place for all the Student Activity pages. A general procedure might be to have the Student Activities (SA) Student Group Setup (SAUPSS) page defined for district personnel, since Org Keys are set on those pages, and then have all other pages be available for the teachers and students to use. Access security can be applied in the normal manner, through role assignment and/or using security codes, depending on district needs.
• Approval Workflows – If using Workflow to approve requests, Workflow models SA_CHECK, SA_DEPOSIT, and SA_TRANSFER must be present and configured correctly. See Workflow Setup for detailed information.

• Common Codes – Verify all common codes are present for the Student Activities tools to use.

  Purpose	Common Code
  Address Hierarchy	APAH/ADDRESS
  Bank Codes	CKID/XX
  CR Posting to the GL and AR LC Posting to the GL (most commonly used)	CRGL/POSTREF LCGL/POSTREF
  CR Bank Slip Seed Number	SYNO/BANKSLIP
  General Flags Require defined PEID (optional)Require invoice number (optional)	SACT/GENINFO
  Invoice Seed Number APOHINI APTRBTUB	SYNO/OHREFNO SYNO/TRREFNO
  Reference Seed Numbers	SYNO/SACHECK SYNO/SADEP SYNO/SAXFER
  Set ID Seed Numbers	SYNO/BTCHIDCR SYNO/BTCHIDJE SYNO/BTCHIDOH SYNO/BTCHIDTR
  Vendor ID Seed number (Required)	SAAP/PEID SYNO/PEIDNUMS (or PEIDXXXX)