The Purchasing System utilizes the same environment found in all PowerSchool ERP software. For a detailed introduction to the PowerSchool ERP environment, refer to your Getting Started Guide. In it, you will find terms, illustrations, procedures, and tips that are applicable throughout the software.
Beyond the features common to all PowerSchool ERP systems, Purchasing provides several standard pages that can be accessed from more than one option:
Attachments Enables you to attach documents to vendor records, requisitions, purchase orders, and change orders. To display the Attachments page, click View Attachments on the Action Bar of pages where this item displays.
Notes Enables you to add notes to requisitions and purchase orders. To display the Notes page, click Notes on the toolbar of pages where this item displays.
Reset Period Enables you to reset the fiscal year, accounting period, and transaction date in pages used in set up and maintain requisitions and purchase orders for both the current year and next year. To display the Reset Period page, click Set Period on the Action Bar of pages where this item displays.
Full Account Enables you to access the Full Account Help window to select distribution accounts when working in requisition, purchase order, and change order pages. Only available if your Fund Accounting Profile's Full Account Expense field is selected.
Reset Taxes Enables you to adjust a line item's sales tax and use tax rates in a requisition or purchase order. To display the Reset Taxes page, click Tax Rate on the Action Bar while using a page's Line Item tab.
Vendor Order Addresses Enables you to select vendor addresses and add address information while using requisition and purchase order page. To display the Vendor Order Address page, click the Vendor Order Addresses button next to a page's Vendor field.