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PowerSchool ERP Purchasing

PowerSchool ERP Purchasing

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Main

PowerSchool ERP Online Documentation Menu

PCard Processing

PCard Processing - System Overview

PCard System Options
PCard Processing - System Features
Procedural Outline

PCard Setup Procedures

PCard Profile
PCard Definition File
PCard Setup
PCard Setup Page
PCard Employee Link Page
PCard Vendor Setup

PCard Processing Procedures

PCard File Import
PCard Batch Errors
PCard Receipt Entry
PCard Entry Reconciliation
PCard Reconciliation
Post PCard Records

PCard Reports

PCard Limits Report
PCard Pre-Reconciliation Report
PCard Reconciliation Report

Purchasing

Purchasing - System Overview

Purchasing System's Entry & Processing Menu
Purchasing Reports Menu
Reference Tables Menu
Purchasing - System Features
System Prerequisites and Setup
Requisitions Overview
Purchase Orders Overview
Purchasing - Periodic Processing
Standard Features
Attachments Page
Notes Page
Reset Period
Full Account
Taxes Page
Vendor Order Addresses Page

Purchasing Tables

Commodity Table

Commodity Table Or Concepts

Vendor List

Commodity Class Codes Page
Payment History Page
User-Defined Vendor Pages
Vendor Transactions Page
Vendor Information Page

Shipping Table

Approval Table

Approval Table: Concepts

Account Approval Table
Purchasing Defaults Table
Distribution Templates Table
User Defined Tables

Requisitions

Requisition Listing Page
Requisition Information Page
Vendor Quotes Page
Requisitions - Charge Distribution Templates Page
Requisitions - Requisition Approval Page
Next Year’s Requisitions
Approve/Deny Requisitions
Requisition Approval Selection Page
Requisition Approval Detail Page
Requisitions - Requisitions for Approval Page
Advanced Workflow Purchase Requisitions (20.11 and Later)

Purchase Orders

Purchase Order Information Page
Purchase Orders - Purchase Order Approval Page
Purchase Orders - Charge Distribution Templates Page
Consolidated Line Item Tab
Next Year Purchase Orders
Mass Convert Reqs to POs
Purchase Order Approval Selection Page
Purchase Orders for Approval Page
Purchase Order Approval Detail Page
Exception Post POs
Purchase Order Listing Page
Approve/Deny Purchase Orders
Advanced Workflow Purchase Orders (20.11 and Later)

Purchase Order Reports

Aged Purchase Order Listing
Pending Change Orders Report
Pending Purchase Orders Report
Price History Report
Purchase Order Status Summary
Purchase Orders by Buyer
Purchase Orders by Date Required
Purchase Orders by Organization
Purchase Orders By Vendor

Requisition Reports

Pending Requisitions Report
Requisition Status Report
Requisitions Report

Change Order Processing

Change Orders
Adding and Updating Change Orders
Change Order Approval Page
Print Change Orders
Approve/Deny Change Orders
Change Order Approval Selection Page
Change Orders for Approval Page
Change Order Approval Detail Page
Exception Post COs

Receive Ordered Materials

Purge Requisitions Or POs

Vendor Bidding

Vendor Bidding Overview

Vendor Bidding - Features
Vendor Bidding Menus
Vendor Bidding - Setup Procedures
Bid Processing Procedures
Database Maintenance Procedures

Prerequisites

Vendor Bidding Profile
Reference Tables
Purchasing Reference Tables
Security Reference Tables

Bid Type Table

Commodity Codes Table
Default Location Crosswalk Table

Bid Catalog Information Page

Add New Bid Page
Bid Header Information Page
Location Crosswalk Page
Commodity Procedures
Copy Bid Page
Adding and Linking Commodities
Linking Commodities to Bids
Adding Commodities by Class
Updating Commodity Prices
Viewing Full Commodity Descriptions
Deleting Commodities from Bids
Creating Bid Books

Quick Request Entry Page

Multiple Charging Page
Generating Bid Lists for Vendors

Vendor Bid Entry Pages

Award Vendor Bid Page
Bid Award Recommendation Report

Vendor Bidding - Periodic Processing

Convert Requisitions to Bids Page
Convert Bids to Purchase Orders Page
Close Bids Page
Purge Closed Bids Page

Vendor Bid Reports

Bid List Mailing Labels
Bid Number Log
Bid Status Report
Final Price Catalog
PO Location Code
Preliminary Purchase Orders
Quantity Verification

Vendor Punchout

Vendor Punchout - System Overview

VPO Options
PowerSchool ERP Processing
Data Flow
Vendor Punchout - System Features
VPO Login

Administrator Options

Disclaimers
User Maintenance
Orders with Errors
Site-Wide Profile Items
Add Vendor Definition
Update Vendor Definition

User Options

Start New Order
View My Orders
Change Password Page

Requisition and Purchase Order Processing

Requisition Processing
Requisition and Purchase Order Processing - Requisition Approval Page
Requisition and Purchase Order Processing - Requisitions For Approval Page
Mass Convert Reqs to POs Page
Purchase Order Processing
Requisition and Purchase Order Processing - Purchase Order Approval Page
Purchase Orders Approval Page
Print Purchase Orders Page

Warehouse Inventory

Warehouse Inventory - System Overview

Warehouse Inventory System Menus
Warehouse Administration Page Overview
Warehouse Inventory - Setup Procedures
Inventory and Request Procedures
Periodic Procedures
Warehouse Inventory - Features

Table Procedures

Shipping Code Table
Stock Number Table
Warehouse Code Table

Inventory Processing

Warehouse Administration Page
Update Inventory Catalog
Inventory Catalog Page
Recalculating Catalog Prices
Viewing Inventory Transactions
Inventory Adjustments Page
Receive Stock
Receive Stock Page
Stock Processing and Pricing

Request Processing Options

Requests
Update Request Page
Add New Request Page
Add New Line Item Page
Exception Fill Page
Print Requests Page
Fill Requests Page
Print Pick Pack List Page
Back Order Page
Return to Stock Page

Request Approval Page

Request Approval Detail Page

Batch Requests

Batch Requests Overview
Batch Requests Page
Batch Requests Add Page
Batch Requests Update Page

Back Ordered Items

Departmental Charge Summary
Inventory Catalog Detail
Inventory Catalog Summary
Inventory Count Report
Inventory Obsolescence Report
Inventory Status Report
Inventory Transactions
Reorder Recommendations
Request Status
Stock Item Labels
Unfilled Requests
Usage Reports
Warehouse Transactions Report

Detailed Displays

Inventory Transactions Page
Detail Inventory Transaction Page

Warehouse Inventory - Periodic Processing

Batch Inventory Transactions
Batch Inventory Transaction Pages
Batch Inventory Transactions Page
Inventory Transactions in Batch Page
Batch Inventory Transaction Detail Page
Process General Ledger Charges Page
Purge Requests Page
Year End Procedures Page

Breadcrumbs

Home
Purchasing Help

On this Page

Vendor Punchout

Vendor Punchout - System Overview

VPO Options
PowerSchool ERP Processing
Data Flow
Vendor Punchout - System Features
VPO Login

Administrator Options

Disclaimers
User Maintenance
Orders with Errors
Site-Wide Profile Items
Add Vendor Definition
Update Vendor Definition

Start New Order
View My Orders
Change Password Page

Requisition and Purchase Order Processing

Requisition Processing
Requisition and Purchase Order Processing - Requisition Approval Page
Requisition and Purchase Order Processing - Requisitions For Approval Page
Mass Convert Reqs to POs Page
Purchase Order Processing
Requisition and Purchase Order Processing - Purchase Order Approval Page
Purchase Orders Approval Page
Print Purchase Orders Page

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