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Assign a security role (or roles) to AR users that grant access to the Accounts Receivable menus and Accounts Receivable data.
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Set up GL Chart of Accounts. Assistance for this step is usually provided by PowerSchool during initial installation.
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Set up Bank/Check ID Preferences (GLUTSPCK).
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Set up AR and CR Posting Strategies (GLUTSPSI).
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Set up AR, CR, and LC Posting Preferences (GLUTSPPP) for Accounts Receivable, Cash Receipts and Lonesome (Direct) Cash Receipts respectively. This step should be completed along with Step 4.
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Set up valid PE ID numbers in the Person/Entity system (PEUPPE) or an external database.
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Set up the General Information (ARUPGN) page.
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Define all Division Codes (ARUPCD, Division tab). Most likely, there will be one Division Code for each AR control account. At least one Division Code must be defined.
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Define all Terms (ARUPCD, Term tab). At least one Term must be defined. If an interface exists between AR and a student package, the Term Codes must be consistent between the two packages.
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If applicable, define invoice, statement, and cash receipt formats (ARSPSF).
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Set up AR functions (ARUPEEAR, ARUPEEDC, ARUPEESC, ARUPEETX).