ASCENDER - Next Year Purchasing Checklist

The purpose of this document is to guide you through the necessary steps to create and manage next year requisitions.

This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the ASCENDER Business Overview guide.

Some of the images and/or examples provided in this document are for informational purposes only and may not completely represent your LEA’s process.

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1. Use the following Budget pages to begin managing next year Purchasing:

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2. In District Administration, visit the following pages:

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3. On the Finance > Tables > District Finance Options > Finance Options page:

Under Purchasing Options, review the following fields and update as needed.

  • Use Automatic NYR PO Number Assignment
  • Use Automatic NYR Requisition Number Assignment
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4. In Purchasing, visit the following pages:

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5. Finance > Utilities > Fiscal Year Processing > Clear/Move NYR Requisitions to CYR 

OR

Budget > Utilities > Clear/Move NYR Requisitions to CYR

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6. Print the following reports to verify information:

Finance

Purchasing

Note: The following reports include a Next Year option.