School Business Suite
61 results found
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Purchase Requisitions
When doing purchasing for next fiscal/school year (budget orders), would like to have the next fiscal year in the master either be an editable field after submitted or have the default be for the next fiscal year.
10 votes -
Would like to see the "Description" field in the requisitions be much smaller
The "Description" field needs to be a smaller field since this is what prints on checks and in reports. With is being such a large field, staff enter many, many things in this field; they enter items that should be on the requisition lines, notes, etc. If the field were smaller I think it might deter them from writing a novel, and we wouldn't have to re-enter information in the correct fields.
5 votes -
Add options on a requisition for "credit card purchase", or "does not need to be submitted to vendor"
We would like the ability for staff to select whether they are making the purchase on a credit card, or if the purchase order does not need to be sent to the vendor. This would allow the business office to skip having to email the staff member to get these questions answered.
11 votes -
During requisition approval process allow editing of the account code by the final approver
We have a two approver process setup for all requisitions. First approver is by the building administrator who is responsible for the building budgets and the staff in that building. The final approver is in the District Office to verify the correct account codes and push through the final PO (eCommerce ordering, emailing, etc.) It would be nice if the final approver would be able to change account codes, if necessary, without it pushing the requisition back through the approval process, thus making the administrator approve again.
9 votes -
Cooperative contract auto send the PO to the cooperative
Vendors who have a cooperative contract tied to them to auto send a copy of the PO to the cooperative for verification. Much like we are able to auto send a copy of the PO to the vendor we could auto send a copy of the PO to the cooperative based on the contract used.
7 votes -
SBAA-Ability to mark Purchase Requisitions as Pending
It would be great to have the same capability in SBAA to mark purchase requisitions as Pending.
2 votesThank you for submitting this idea to the Ideas Portal.
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Thank you,
Ashley Prinsen
Product Owner -
I would like to see the "add from Online Catalog" button, moved to just under the "Add" button when completing a requisition.
I would like to see the "add from Online Catalog" button, moved to just under the "Add" button when completing a requisition.
20 votesThank you for submitting this idea. We recommend using Skycoder to reposition the “add from Online Catalog” button under the “Add” button when completing a requisition.
Thank you
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Contract inactivated based on expiration date
I would like to see if it would be possible to have a contract inactivated from a vendors profile based on the contract expiration date. I don't want the contract deleted. I am not aware of a way to pull up the expiration date in order to inactivate a contract from a vendors profile other than placing the expiration date on the description. We have another software that inactivates contracts based on the expiration date. Could a date calendar be placed in the contract area to help with this request? I do see the active button on each contract but…
7 votes -
Coupons with On-line Ordering
When using the on-line ordering especially for Quill they have coupon codes you have to enter to get money off depending on how much you order. One of the secretaries that was ordering didn't find a way to add the code. She called Quill and she said we had to check with Skyward. She put in a call to Skyward and they told her we needed to ask for the enhancement. Is it possible that we can get this added?
5 votes -
Mass add auto approval rules
In the Purchase order groups setup I currently have to go into each group to update the auto approval rules. I would like a mass add function so that I can select multiple groups and apply the auto approval rules to the groups that I select so that I don't have to individually update every one of them. This would be a great time saver!
3 votes -
Changing PO account numbers
As the PO processor I would like to be able to change account numbers as needed regardless of the PO group. In PAC I can pick whatever account number is needed for the PO no matter what PO group the requisitioner chose or is a member of. For instance I've got a librarian in my high school who orders a certain program for all of my buildings but she's only got access to the HS library accounts not the accounts for each building. In PAC I can change the accounting to charge all 4 library accounts while I'm batching the…
10 votes -
Requisition Batch Number Message
I would like at add a Requisition Entry Option to not display the message The batch number on the requisition being cloned does not meet the district specification set in the configuration. The batch number has been set to today's date. Our specification is that the batch be today's date. The system automatically sets this and the person entering the requisition does not need to know they did not create the new requisition on the same day as the last PO. This message creates confusion and the user stops entering the requisition because the believe they have done something wrong.
1 vote -
Show Account Detail on WIP Report & Grand Total $
We are hoping that the account detail can be included on the WIP report for requisitions and amount total. The end users feel that the report is a quicker way to verify entry of details than expanding a view for each requisition submitted. The expected outcome would be to view the account detail for submitted WIP requisitions and a grand total amount of requisitions in WIP status.
2 votes -
superintendent of schools is not on po
superintendent of schools is not on po when printing po from mass po print. Needs to be consistent with po print from po entry screen please make both pdf consistent when they print from either place
1 vote -
Inactivate funds
We need to be able to in activate funds. The funds have changed over the years and so some are no longer used. Having them show up on our cash summary as zero's takes up unneeded space. It would be cleaner and more clear to the user if the funds could be inactivated and not show up on reports.
34 votesThank you for submitting this idea. We need your feedback!
Would you expect to be able to inactive funds-only or an entire account?
Do you have examples of cash summary or reports to review?
Thank you!
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Require a separate approval for certain vendors
We would like to monitor purchases from a particular vendor Amazon. By having an approval by vendor we can approve prior to the purchase regardless of the dollar amount of the purchase. Without this enhancement we either don't have prior authorization for the purchase or we have to approve all purchase orders (which is not currently a requirement for our district). This would put a significant burden on our Purchasing Department. Staff consistently purchase items from Amazon that are not necessarily appropriate for school use (via pcard). We are adding Amazon as an ECommerce vendor so we can ensure these…
3 votesThank you for submitting the product idea -
We do have a few approval options currently available -
- Are these approvals in addition to the current approval chain or looking for completely separated approval chain than what is in the req/PO group?
- Do you use a specific account for eCommerce orders?
Thank you for your additional input!
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Column Widths
Users are having to scroll left-right excessively to receive POs. This screen should function like other areas and allow users to manipulate the column widths by percentages using the filter application. Allow the columns to be manipulated by percentages like other areas.
2 votes -
Want subtotal of invoices
On PaC the invoice tab shows a subtotal of all invoices both Batch and Open. The web version of the screen does not show a total of invoices. Want a total of invoices to display like the PaC side.
2 votes -
Purchase Order Electronic Signatures
In PAC we have the ability to select from 5 signatures when we print purchase orders. The selection is based on the administrator approving the PO. Currently we don't have the ability to do this on the web. So requisitions are processed on the web and then printed from PAC so the signature can be selected. Our preference would be to do the whole process on the Web vs going back and forth between systems.
3 votes -
Purchase Orders
Purchase Order "Deliver To" Needs to have the phone number added as when venders call with a concern or question they always call the Billing Office as that's the only phone number available and they don't know the answer so then the call is forwarded to me.
With the phone number added to the delivery address calls would be directed directly to the correct school without delay in answers. Deliveries wouldn't be delayed and the Billing office would not be given unnecessary calls. You have built into the system address 1 & address 2 - address 1 could be the…46 votesThank you for submitting this idea!
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