PowerSchool ERP Fund Accounting
PowerSchool ERP Fund Accounting
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Quantity Grouping

Menu Path:  Billing & Receipts > Reference Tables > Cash Receipts > Quantity Grouping

Use the Quantity Grouping Codes page to group revenue codes that are defined by your organization into categories and subcategories. Predefined revenue groups cannot be grouped. For details on predefined codes, refer to Revenue Codes.

Guidelines

While grouping revenue code records, keep the following in mind:

  • Select the revenue code to be grouped.

  • For the first revenue code you are grouping, create the Category and Subcategory codes by typing them into the appropriate fields.

  • For subsequent revenue code group records, click Lookup to select an existing category or subcategory code or create a new category or subcategory.

  • The Quantity Transaction Report breaks down receipt data into subtotals using the categories and subcategories you create here.

Add Groups

  1. Select the Quantity Grouping page.

  2. Click Add New.

  3. In the Revenue Code field, enter a valid revenue code, or use Lookup to select one from the Selection page.

  4. In the Category Code field, enter a code and description for the category to place the revenue code in, or use Lookup to select one from the Selection page.

  5. In the Subcategory Code field, enter a code and description for the subcategory to place the revenue code in, or use Lookup to select one from the Selection page.

  6. Click OK.

Update Groups

  1. Select the Quantity Grouping page.

  2. In the Search Criteria section, enter criteria identifying the records to list, then click Find.

  3. In the List section, select the desired record.

  4. Update the Category Code and Subcategory Code fields as needed.

  5. When finished, click OK.

Delete Groups

  1. Select the Quantity Grouping page.

  2. In the Search Criteria section, enter criteria identifying the records to list, then click Find.

  3. In the List section, select the desired record, then click Delete.

  4. In the Confirmation dialog, click Yes.

Generate Group Reports

  1. Select the Quantity Grouping page.

  2. In the Search Criteria section, enter criteria identifying the records to list, then click Find.

  3. Click Print.

  4. In the Print window, specify how you want to generate the report, then click OK. The report's default file name is rmqtygrp.rpt.