Reference Tables Menu

Account Approvals

The Account Approval table defines account-based approval requirements for requisitions, purchase orders, and change orders. These records include the user IDs of the individuals authorized to approve items and the range of accounts (objects) that require approval.

Approvals

The Approval table defines approval requirements for requisitions, purchase orders, and change orders. An Approval table record includes user IDs of the authorized approvers and dollar amount ranges for the transactions requiring their approval. The table is used in both Purchasing and Fund Accounting.

Commodity Codes

The Commodity table stores information on the commodities your district purchases. These records enable the Purchasing System to track items and related pricing information. The table facilitates transactions between Purchasing and the Vendor Bidding and Warehouse Inventory Systems.

Distribution Templates

The Distribution Templates table stores templates that include pre-defined accounting distributions for recurring requisitions and purchase orders, as well as other records where the same budget unit/account combinations are used frequently. By selecting a template while adding a requisition or purchase order line item, users do have to key in the budget units and accounts required for setting up records.

Purchasing Defaults

The Purchasing Defaults table defines a specific list of approval groups and shipping codes that an individual user will have access to when entering or changing requisitions and purchase orders.

Shipping Codes

The Shipping table stores address information for the locations in your district where purchase order items are delivered.

User Defined Codes

This option enables your district to set up and maintain tables for verifying fields in userdefined vendor pages created in the Fund Accounting Profile. User-defined pages are used to track vendor information that otherwise is not stored in the baseline PowerSchool ERP software.

Vendor List

The Vendor List table stores records on your district's vendors. In addition to a code and vendor name, a record in the Vendor List includes the vendor's street and web addresses, doing-business-as name, federal tax FIN, 1099 information, telephone and fax numbers, discount information, sales/use tax rates, and electronic fund transfer (EFT) and automatic clearinghouse (ACH) data.