District setup
There are some initial setup tasks that a School Controller role must perform in Student Activities Management.
Task | Description |
---|---|
Ensure that global ledger, payables, and other prerequisite data exists | This information must already exists in your setup: Global Ledger: Accounting entities, accounting units, accounts and other finance dimensions, calendars and close configurations. Payables: Vendors |
Set up the school district or districts | School district is the highest-level entity. |
Set up activity accounts | Create a repository of activity accounts, including bank activities. |
Set up account codes | Create a repository of account codes. |
Set up schools and school types | Create a repository of schools. Schools can be created from the
district or the school level. See Creating schools |
Set up or import students | Student records can be created from the district or the school level.
You can choose to not use student records in your implementation. See the Data Interface Guide for importing student records |