{"id":1556,"date":"2020-02-27T18:14:34","date_gmt":"2020-02-28T00:14:34","guid":{"rendered":"http:\/\/psws.glenbard.org\/index.php\/2016\/01\/15\/sbaa-check-requests-pos\/"},"modified":"2022-09-12T13:08:18","modified_gmt":"2022-09-12T18:08:18","slug":"sbaa-check-requests-pos","status":"publish","type":"post","link":"https:\/\/docs.glenbard.org\/index.php\/technology\/skyward\/sbaa\/sbaa-check-requests-pos\/","title":{"rendered":"Activity Check Requests &#038; POs"},"content":{"rendered":"<div class=\"nolwrap\"><p>For school activity funds, checks and POs are both requested\u00a0 through Skyward. <!--more--><\/p>\n<p><iframe loading=\"lazy\" title=\"POs &amp; Check Requests for Activity Accounts\" width=\"1333\" height=\"1000\" src=\"https:\/\/www.youtube.com\/embed\/Jr3d3JmBtTg?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><span style=\"color: #ff0000;\"><strong>Note: If you need to pay one vendor for multiple transactions, they can be included on a single request as separate line items as long as documentation for each transaction is provided.\u00a0<\/strong><\/span><\/p>\n<p><span style=\"color: #ff0000;\"><strong>Invoices can now be attached at the beginning of the creation process<\/strong><\/span><\/p>\n<h1 id=\"purchase-orders-for-activity-accounts\">Purchase Orders for Activity Accounts<\/h1>\n<ol>\n<li>If you are in <em>Employee Access<\/em>, click the arrow next to the home button.<\/li>\n<li>Select <strong>Administrative Access<\/strong>. <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4400\" src=\"https:\/\/docs.glenbard.org\/wp-content\/uploads\/2016\/01\/SkywardHomeArrow.jpg\" alt=\"\" width=\"219\" height=\"105\" \/><\/li>\n<li>From your home screen, click the <strong>PO Entry<\/strong> tile.<\/li>\n<li>Click <strong>Add Purchase Order<\/strong> near the upper-right.<\/li>\n<li>Select your <strong>Purchasing Group<\/strong> from the drop-down.\u00a0 Note: Your activity accounts start with a 1, 2, 3, or 4.\u00a0 Your district budget accounts start with a 0.<\/li>\n<li>Start typing the name of your <strong>Vendor<\/strong> and select the matching vendor when it appears in the drop-down list.<\/li>\n<li>Note: Do not change the Delivery Instructions on an activity PO.\u00a0 The district office does not print and fulfill activity POs.<\/li>\n<li>Click <strong>Save &amp; Add Detail<\/strong>.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4401\" src=\"https:\/\/docs.glenbard.org\/wp-content\/uploads\/2016\/01\/ActivityPOsMaster.jpg\" alt=\"\" width=\"567\" height=\"299\" \/><\/li>\n<li>Type a <strong>Description<\/strong> of the line item.<\/li>\n<li>Enter a <strong>Quantity<\/strong>.<\/li>\n<li>Enter a <strong>Unit Cost<\/strong>.<\/li>\n<li>Begin typing your <strong>Account<\/strong> number and select it from the drop-down when it appears. Remember activity accounts start with 15.<\/li>\n<li>Click <strong>Save &amp; Add Another<\/strong> to add more detail lines.<\/li>\n<li>Click <strong>Save &amp; Submit<\/strong> to finalize the PO.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4402\" src=\"https:\/\/docs.glenbard.org\/wp-content\/uploads\/2016\/01\/ActivtyPOsDetail.jpg\" alt=\"\" width=\"738\" height=\"666\" \/><\/li>\n<\/ol>\n<h1 id=\"check-requests-for-activity-accounts\">Check Requests for Activity Accounts<\/h1>\n<p>Sponsors should use this process when employees need to be reimbursed from activity accounts.\u00a0 Place a check requests where the &#8220;vendor&#8221; is the employee who needs to be reimbursed.<\/p>\n<ol>\n<li>If you are in <em>Employee Access<\/em>, click the arrow next to the home button and select <strong>Administrative Access<\/strong>.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4400\" src=\"https:\/\/docs.glenbard.org\/wp-content\/uploads\/2016\/01\/SkywardHomeArrow.jpg\" alt=\"\" width=\"219\" height=\"105\" \/><\/li>\n<li>From your home screen, click the <strong>Check Request Entry Invoices<\/strong> tile.<\/li>\n<li>Click <strong>Add Invoice<\/strong> near the upper-right.<\/li>\n<li>Click\u00a0<strong>Add Attachments<\/strong><\/li>\n<li>Browse and select the file from your computer.<\/li>\n<li>If you have multiple clubs, select your <strong>Invoice Group<\/strong> from the drop-down.<\/li>\n<li>Start typing the name of your <strong>Vendor<\/strong> and select the matching vendor when it appears in the drop-down list.<\/li>\n<li>If you have an invoice, type the <strong>Invoice Number<\/strong>.\u00a0 If not type your 3-letter initials followed by the date. i.e. JEJ 2-27-20<\/li>\n<li>Click <strong>Save &amp; Add Detail<\/strong>.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-5902 size-full\" src=\"https:\/\/docs.glenbard.org\/wp-content\/uploads\/2020\/02\/2022-01-19-09_50_37-Invoice.png\" alt=\"\" width=\"646\" height=\"325\" \/><\/li>\n<li>Type a <strong>Description<\/strong> of the line item.<\/li>\n<li>Enter a <strong>Quantity<\/strong>.<\/li>\n<li>Enter a <strong>Unit Cost<\/strong>.<\/li>\n<li>Begin typing your <strong>Account<\/strong> number and select it from the drop-down when it appears. Remember activity accounts start with 15.<\/li>\n<li>Click <strong>Save &amp; Add Another<\/strong> to add more detail lines.<\/li>\n<li>Click <strong>Submit<\/strong> to finalize<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-5901 size-full\" src=\"https:\/\/docs.glenbard.org\/wp-content\/uploads\/2020\/02\/2022-01-19-08_45_25-Window.png\" alt=\"\" width=\"811\" height=\"799\" \/><\/li>\n<\/ol>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>For school activity funds, checks and POs are both requested\u00a0 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1553,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[21],"tags":[718],"class_list":["post-1556","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sbaa","tag-sbaa"],"acf":[],"_links":{"self":[{"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/posts\/1556","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/comments?post=1556"}],"version-history":[{"count":16,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/posts\/1556\/revisions"}],"predecessor-version":[{"id":6293,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/posts\/1556\/revisions\/6293"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/media\/1553"}],"wp:attachment":[{"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/media?parent=1556"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/categories?post=1556"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.glenbard.org\/index.php\/wp-json\/wp\/v2\/tags?post=1556"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}