Purchasing
End of Year Requisitions
A requisition with a PO Date prior to 06/30 will post to the current fiscal year in FIS. A requisition with a PO Date equal to or greater than 07/01 will post to the next fiscal year. The Next Fiscal Year checkbox, if enabled will default the ...
Requisition Line Item or Summary Distribution Defaults
Requisition distributions can default to Line Item or Summary. The defaults are based on your settings in FIS > Fund Accounting > Purchasing > Directories > Purchasing Parameters screen. On the purchasing parameters screen (at the very bottom) you'll ...
Central Receiving
Central Receiving The users who are tied to the Requestor email on the Requisition or users who have access to the Workflow will be able to see these Purchase Orders when going to Tools > Receiving. There they can provide whether all the items or ...
SCView > Indexing - AP Invoices
Go to Tools > Indexing. Import to create batch. Add a Batch Name Select or Drop invoice files and Submit. Select the batch and Index Selected Select the proper Department Name and Document Type Select the Direct Pay option. And Add (+) the ...
SCScan > Indexing – Purchase Order Invoices
Go to SCScan > Batch Manager and Open the batch *See the SCScan Batch Manager document for creating batches. Select Index select the Document Type Enter the Purchase Order Number Vendor, Requestor and Distributions will populate based on the purchase ...
Update Vendors
If a new vendor is added to FIS and does not display in SCView complete the following steps: Go to Admin > Site Settings > Requisitions Refresh the Deliver to List. Apply to save changes.
SCView > Indexing – Purchase Order Invoices
Go to Tools > Indexing Import to create batch. Add a Batch Name Select or Drop invoice files and Submit Select the batch and Index Selected Select the proper Department Name and Document Type Enter the Purchase Order Number Vendor, Requestor and ...
SCView > Indexing - AP Invoices
Go to Tools > Indexing Import to create batch. Add a Batch Name Select or Drop invoice files and Submit. Select the batch and Index Selected Select the proper Department Name and Document Type Select the Direct Pay option And Add (+) the appropriate ...
SCScan – Batch Manager
New Batch Use the New Batch to build a batch of documents directly from a scanner. Verify the scanner is connected, and on. Open SCScan In SCScan, go to Batch Manager > New Batch Client – Verify the district database name displays. Batch Name – ...