PowerSchool ERP Fund Accounting
PowerSchool ERP Fund Accounting
Breadcrumbs

Location Activity Codes

From the Student Activities menu, select Reference Tables. In the Student Activities menu, select Location Activity Codes.

Create individual clubs, organizations, and activities to be managed in Student Activities. A Location Activity Code links to an Activity Code. Verify that a valid Activity Code exists before creating a Location Activity Code.

The following fields are read-only fields maintained by the system and cannot be updated manually by a user on the page or when importing Location Activity Code data.

  • Posted Deposits

  • Posted Payments

  • Unposted Transactions

  • Encumbrance Balance

  • Pending Balance

Use the Action Bar options to import data or display Activity Sponsors or Location Activity Accounts.

Add a Location Activity Code

  1. Click Add New.

  2. Complete the fields as needed.

  3. Click Accept.

Edit a Location Activity Code

  1. Enter criteria identifying the records and click Find.

  2. Select the record and click Accept.

  3. Update the fields as needed.

  4. Click Accept.

Import Location Activity Codes

  1. Click Import on the Action Bar.

  2. Select the file to upload.

  3. Click Next.

  4. Select Do not save mapping.

  5. Click Finish.

  6. Click Yes.

Fields

Field

Description

Location Activity Code

Required field. Enter a unique code to identify the student activity.

Location Activity Title

Required field. Enter a name for the student activity.

Location

Required field. Select the applicable Location Code.

Activity

Required field. Select the applicable Activity Code.

Start Date

Required field.

End Date

Enter this date only if the student activity closes permanently.

Bank Account for Payments

22.4 and later.

Select a bank account for payments. This field appears if the Print Checks by Bank Account option is selected in the Fund Accounting profile. You must select the relevant bank account from the drop-down list. The list includes bank accounts that have the Print AP Checks flag checked or the Bank Account for AP Print Check field is not null in the Bank Account Information table.

Bank Account for Deposits

22.4 and later.

Select a bank account for deposits. This field appears if the Print Checks by Bank Account option is selected in the Fund Accounting profile. You must select the relevant bank account from the drop-down list.

The import of location activity codes supports the load of the Bank Account for Payments and Bank Account for Deposits.

Fund

Required field. Select the associated Fund Account.

Cash Account

Required field. Select the associated Cash Account.

This field is not displayed if the Full Account Format option is enabled in the Fund Accounting profile. The Full Account Format option is available in versions 22.4 and later.

Cash Account Number

22.4 and later.

If the Full Account Format option is enabled in the Fund Accounting profile, enter the full account number based on the format defined in Fund Accounting profile translation page. The title is automatically populated.

Expense Budget Unit

If applicable, select the associated Fund Account with the Expense Budget.

This field is not displayed if the Full Account Format option is enabled in the Fund Accounting profile.

Expense Account

If applicable, select the associated Expense Account.

This field is not displayed if the Full Account Format option is enabled in the Fund Accounting profile.

Expense Account Number

22.4 and later.

If the Full Account Format option is enabled in the Fund Accounting profile, enter the full account number based on the format defined in Fund Accounting profile translation page. The title is automatically populated.

Revenue Budget Unit

If applicable, select the associated Fund Account with the Revenue Budget.

This field is not displayed if the Full Account Format option is enabled in the Fund Accounting profile.

Revenue Account

If applicable, select the associated Revenue Account.

This field is not displayed if the Full Account Format option is enabled in the Fund Accounting profile.

Revenue Account Number

22.4 and later.

If the Full Account Format option is enabled in the Fund Accounting profile, enter the full account number based on the format defined in Fund Accounting profile translation page. The title is automatically populated.

Primary Sponsor

Select the user who will act as the sponsor/manager for the student activity. For more information, refer to the Activity Sponsors section of the documentation.

Beginning Cash Balance

Required field. Enter the beginning balance of the student activity.

Check Pending Cash Balance

Required field. Select the system control check on the pending cash balance:

  • N - No Checking: The system does not perform any checks and processes the record as normal.

  • W - Warning: If a transaction exceeds the pending cash balance, the system issues a warning message and processes the record as normal.

  • F - Fatal: If a transaction exceeds the pending cash balance, the system issues a warning message and does not process the record.

AP Check Format

This field is required if the Use Forms Manager for AP Checks field is selected on the Fund Accounting Profile Accounts Payable tab.

The AP Check Format must be the same in every record with the same Location, Fund, and Cash Account. Users can change the format if required. If there are multiple activities for a location, the user will be provided the choice to update the AP check format for all activities for the location or cancel the update.

PO Format

This field is required if the Use Forms Manager for PO's field is selected on the Fund Accounting Profile Requisitions/PO's tab.

The PO Format must be the same in every record with the same Location, Fund, and Cash Account.