EdData orders can be imported as a Purchase order, or as a Requisition. To enter as a Requisition, go to Budget > Expenditures > Requisitions > Ed Data Import.
Click HERE to view a short video that takes you step-by-step through the process.
Notes about the process
- VERY IMPORTANT - be sure the CODE of the Ed Data Ship-to location is the EXACT same as the "Id" in SchoolFi. Otherwise you will receive an error that the Ship-to code does not match.
- The import will fail if any account number in the ED-Data file does not exist in SchoolFi.
Imports into the selected system school year. CRITICAL!!!!! BE SURE YOU ARE IN THE RIGHT YEAR BEFORE YOU IMPORT!
If you import into the wrong year, you will have to cancel each PO and then reimport. We cannot perform any magic to make them all go away.
- Creates an easy to read log file to review the results
- All text that is imported is Init Capped (1 BOX OF CRAYONS = 1 Box Of Crayons)
- The appropriate General Ledger and Account Transactions are made.
After the file is imported you can change the following:
- Default Approval Chain - you can select the approval chain the requisitions will go through. Check off the lines you want to change and use the button to choose the new approval chain.
- Default Originating Staff - you can enter the name of a staff member whose name will show as the originator on the requisition. Check off the lines you want to change and use the button to choose the new originator.
- Once you are ready to create the requisitions, check off all the lines and click the Create Requisitions button. The date window opens allowing you to enter the date the requisitions will be posted. Enter the date you want the requisitions to be dated and click the Create Requisitions button on the date window and the requisitions will be imported into your system.
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