Skip to main content

BusinessPlus Purchasing

BusinessPlus Purchasing

Main

Main

Documentation Home

Bid Quote Management

Definitions - BQ

Reporting
Terminology - BQ

Procedures - BQ

Load Commodity Codes
Create Purchase Request

Processes - BQ

Bid Process

Pages - BQ

Bid Online Definition - BQBOBD
Bidder Update - BQBOBR
Commodity Codes - BQBOCD
Entity Definition - BQBOEN
General Settings - BQBOGN
Logged Changes - BQBOLG
Bid Definition - BQUPBD
Bid Online Update - BQUPBO
Bid Project Tracking - BQUPBP
Codes - BQUPCD
Bid Cycle Definition - BQUPCY
General Information - BQUPGN
Bid Response - BQUPIT
Bid Online Questions - BQUPQU
Task Definition - BQUPTD
Create Purchase Orders - BQUTCP
Configuration - BQUPON
Project Job Entry - BQUPPR
Vendor’s Quote - BQUPVQ

Setup - BQ

Contract Management

Definitions - CM

Amendments
Copy Contract Tool
Reports - CM
Contract Status
Data Roller
Data Mapping

Procedures - CM

Defining Cycles and Tasks
Creating a Contract
Encumbrance Maintenance
Creating Retainage
Send Contract to PO Tool: Process Amendments and Update
Amending the Contract

Processes - CM

Contract Process
Approval Process

Pages - CM

Codes - CMUPCD
Task Cycle Definition - CMUPTC
Contract Tracking - CMUPTK
Entry - CMUPCM

Setup - CM

Workflow

eSchoolMall

Definitions - eSchoolMall

Requisition Insert Transaction Request
Requisition Update Transaction Request
Requisition Delete Transaction Request
Purchase Order Insert Transaction Request
Purchase Order Delete Transaction Request
Receipt Insert Transaction Request
Success Transaction Response - Generic
Success Transaction Response - Requisition Insert
Success Transaction Response - Purchase Order Insert
Error Transaction Response - Transaction Level
Error Transaction Response - Item Level
Error Transaction Response - Account Level
Error Handling

Procedures - eSchoolMall

Troubleshooting - eSchoolMall

Processes - eSchoolMall

ESM Controller and Service
Requisition Insertion Transaction - PI
Requisition Update Transaction - PU
Requisition Delete Transaction - PD
Encumbrance Insertion Transaction - EI
Encumbrance Deletion Transaction - ED
Receipt Insertion Transaction

Setup - eSchoolMall

ESM Service Setup
Settings Configuration
Controller Common Code Settings

Fixed Assets

Definitions - FA

Barcoding
FAUTLI Input File Format
FAUTUI Output File Contents
Reports - FA
GL Posting
Potential Assets

Procedures - FA

Fixed Asset PO Receiving
FA Data Conversion
Automated Entry into FA

Processes - FA

Fixed Asset Entry Process
Depreciation Process
FA Interface Process

Pages - FA

Room Change - FACSRC
Distribute Depreciation to GL - FADPDG
Distribute Depreciation - FADPDS
Report Depreciation with Debug - FADPRD
Report Depreciation - FADPRS
Depreciation Selection - FADPUS
Code Values - FAUPCD
Funding Source Definition - FAUPFS
General Information - FAUPGN
Asset Link Definition - FAUPLK
Primary Class Definition - FAUPPC
Change Asset IDs - FAUTCI
Delete Asset IDs - FAUTDE
FA Information - FAUPAS
Potential Assets - FAUPPA
Purge Inventory Records - FAUTPI
Post Transactions to GL - FAUTPT
Unload Inventory File - FAUTUI
Undo Depreciation - FAUTUN
Update FASITE From Inventory - FAUTUP
View Inventory - FAUTVI
Generic FA Conversions - FAUTZZ01
Custom FA Conversions – FAUTZZ02
Load Inventory File - FAUTLI

Setup - FA

Initial PO-AP to FA Interface Setup
General FA Setup

PunchOut

Definitions - PunchOut

Vendors and Buyers
cXML

Procedures - PunchOut

Order Processing - PunchOut
Placing an Order

Processes - PunchOut

PunchOut Process

Pages - PunchOut

Vendor Setup cXML PunchOut - POXPVS
PunchOut Web Shopping - POUPPP
General Information cXML PunchOut - POXPGN

Setup - PunchOut

Vendor Setup
User ID Setup
General Information

Purchasing

Definitions - PO

Module Integration - PO
Purchase Order Life Cycle
The Encumbrance System
Vendor Management
Requisition Codes
Blanket PO
Reports - PO
PunchOut Information in Purchasing
Catalog Descriptions
Troubleshooting - PO

Procedures - PO

Purchasing Quick Start Checklist
Contract PO Creation and Receiving
Restricting PR Entry Dates
PO Printing
PO Change Orders
Disencumber Selected POs
Automatic Carry Forward Encumbrances
Automatic Carry Forward Encumbrances with Budget Augmentation
Encumbrances Not Carried Forward
Encumbrances Manually Carried Forward
Correcting Encumbrances in Wrong Fiscal Year
Using ELF to Print POs
PO Data Conversion

Processes - PO

POPO Process
Rolling Encumbrances at Fiscal Year End

Pages - PO

Distribute Copy POs - POMACPDS
Create Select File - POMADECS
Report Selected Entries - POMADERS
Erase Purchasing Info - POMAER
Print Purchase Orders - POPO
Print Quotations - POPQ
Print Worksheets No - POPWNO
Effectiveness Report - POREEF
Purchasing General Information Report and PO Database Details
General Purchasing Report - POREGP
Log Report - PORELG
Item Listing - PORELI
Blanket PO Reports - PORENB
Non-Encumbered PO Summary - PORENE
Overdue Report - POREOD
Open Purchase Orders - POREOP
Outstanding Items - POREOR
Proof of Purchase Requests: Short and Long Format Printing Options
Purchase Request Listing - POREPR
Purchase Order Summary - POREPS
Quotations Report - POREQT
Requisition Signoff Sheet - PORERA
PO Status Report - PORERC
Reconciliation with EN - PORERP
Receiving Report - PORERR
Receiving Signoff Sheet for PO Number(s) with Approval Signatures
Special Purchase Request Rep - PORESP
Unauthorized Purchase Requests - POREUP
Verification Report - POREVF
Year-to-Date Vendor Purchases and Dollar Amounts Report
Purchasing Report Worksheet - POREWK
Print Format - POUPFO
General Information - POUPGN
Purchase Request - POUPPR
PO Receiving Details - POUPRD
Receiving Events - POUPRE
Security Codes - POUPSC
Receiving - POUPRC
Update POs from Select File - POMADEUS
Accrue Items Not Invoiced - POUTAC
Upload Receiving from Bar Code - POUTBC
Create AP Batch from Receiving - POUTCB
Close a PO and Its Corresponding Encumbrance - POUTCL
Client Specific Utilities - POUTCS
eProcurement Interface - POUTEC
Post Receiving Accruals to the GL - POUTGL
Proof GL Posting of Receiving - POUTGP
Logging - POUTLG
Verify PO Status Codes - POUTPO
Recompute Blanket Remaining - POUTRC
Re-open a Closed Purchase Order - POUTRO
Utility for Undoing Recent Posting in BusinessPlus with Job Number Identification
Generic PO Conversions - POUTZZ01
Custom PO Conversion - POUTZZ02

Setup - PO

Common Codes - PO

Stores Inventory

Definitions - SI

Module Integration - SI
System Workflow
Terminology - SI

Reports - SI

File Listings
Standard Reports
Selection Criteria for Reports
CDD Reports

Security
Inventory Control

Procedures - SI

Quick Reference
Setting Up Routes and Year Definitions
PO Receiving
SI Receiving
Modify SI Set Status
Updating Items Already Received
Warehouse Transfers
SI Data Conversion
Troubleshooting - SI

Processes - SI

Receiving Process
Order Processing - SI
Back Order Processing

Pages - SI

Set Proof Listing - SIBTBP
Distribute Set SI and GL - SIBTDG
Distribute Set GL - SIBTDL
Distribute Set SI - SIBTDS
Count Set Update - SIINCTUB
Order Exceptions - SIOEEX
Security Codes - SIUPCD
Print Exception Report - SIINCTEX
Create Count Files - SIINCTIN
Load scan data into count file - SIINCTLS
Post Exceptions to GL and SI - SIINCTPS
Reprint Count Files - SIINCTRP
Recalculate Reorder Points - SIINRL
Order Set Proof - SIOEBP
Fill Order and Post to SI and GL - SIOEFL
Repost Filled Order to GL - SIOEGL
Order Summary Report - SIOEOS
Print Backorders - SIOEPB
Print Pick Tickets - SIOEPK
Print Pick Tickets Restricted - SIOEPR
Print Packing Slip - SIOEPS
Fill Order and Post to SI Only - SIOESI
Activity Information - SIREFLAC
Format Information - SIREFLFO
Inventory Item Information - SIREFLIN
Transaction Information - SIREFLTR
Warehouse Information - SIREFLWH
Backorder Report - SIRESRBK
Inventory Report - SIRESRIN
Product Catalog - SIRESRPC
Reconciliation with EN - SIRESRRP
Transaction Activity - SIRESRTA
Unpaid Inventory Report - SIRESRUP
Inventory Value Report - SIRESRVL
Warehouse Activity Report - SIRESRWA
Warehouse Catalog - SIRESRWC
Stores Format Definition - SIUPFO
General Information - SIUPGN
Inventory Information - SIUPIN
Warehouse Information - SIUPWH
Transaction Information - SIUPTR
Calculate Reorder Points - SIINOP
Delivery Routes - SIUPDR
Create/Update Orders - SIOEUB
Receiving Set Update - SIBTUB
Consolidated Returns - SIOECR
Year Definitions - SIUPYR
Balance Forward - SIUTBF
Selectively Change Product IDs - SIUTCH
Selectively Change Units - SIUTCU
Disencumber Order - SIUTDE
Interface to Order Entry - SIUTIN
Load Inventory - SIUTLI
Load Products and Product Text - SIUTLP
Match SIDB with PEDB - SIUTMA
Match PO and SI Values - SIUTMP
Verify Order Status Codes - SIUTOR
Purge Filled Orders - SIUTPG
Purge Product Information from SI and PE - SIUTPP
Recompute Inventory Balances - SIUTRC
Re-Encumber Orders - SIUTRE
Rederive Item Values - SIUTRV
UNDO Transaction Posting SI and GL - SIUTUG
Undo Transaction Posting SI only - SIUTUN
UNDO Order Posting SI Only - SIUTUO
Walkin Barcode Issuing Interface - SIUTWI
Generic SI Conversion - SIUTZZ01
Custom SI Conversion - SIUTZZ02
Product Activity Report - SIRESRPA

Setup - SI

System Setup
Common Codes - SI

Breadcrumbs

Home
Purchasing Help
Contract Management

On this Page

Processes - CM

Steps and procedures needed to complete module-specific processes.

Contract Process
Approval Process

Contract Process
Approval Process

Privacy Statement

Copyright PowerSchool. All Rights Reserved.
Powered by Scroll Sites & Atlassian Confluence