System Setup for Importing Ed-Data Requisitions or Purchase Orders

If the District is utilizing the receive items function in the employee portal please ensure the module is active and setup.  CLICK HERE to be directed to the Article on the Receiving Module

The My Purchase Order tab in the Employee Portal 

In order to ensure that your Ed-Data Purchase orders are visible in the Employee Portal, staff members will need the "My Purchase Orders" tab in their Employee Portal Role.  

In addition, the district must designate the Purchase Order Search Result View to be utilized in the Employee Portal.  This can be done on the following tab:

The District can create its own customized search view for the My Purchase Order tab in the employee portal.  If you would like to include a PDF icon of the purchase order (so your users can see the details of a Purchase Order), you can:

1.  Copy the Default view by clicking on the Copy button

2.  Name the View and click on the Copy button

3.  Click on the Properties button for the new Search View

        A.  Click on the Add Column

        B.  Here are the recommended settings for the new Column

        C.  Click Add

4.  Ensure you set the Employee Portal My POs View is set to your recently created view:

Here is an example of what the Employee Portal will look like after the column is added.  The Employee can click on the PDF to see the purchase order.