Texas City ISD2014-15 Purchasing Training

Account Coding

Account Coding

• The account code structure is established by Texas Education Agency (TEA)– www.tea.state.tx.us

Account Coding

Account Coding

• Choose “F”

“F”

Account Coding

Account Coding

Account Coding

• Page numbering does not match on document versus PDF page. We will use PDF page in training.

Use T

his

Page 228

Fund Codes

• Starts on page 233• 3 Digits

– Mandatory code for State reporting purposes– 199 = General Fund – District’s Main Fund– Funds 161 – 198 Locally assigned

• 161 = Summer School• 171 = Technology• 181 = Athletics• 191 = Fine Arts• 192 = AAP• 196 = Professional Development Grant

Fund Codes

– Funds 2XX = Special Revenue (Federal Programs)• 205 = Head Start (Susan Wilson)• 211 = Title I (Terri Burchfield)• 224 = IDEA B (Karen Mintsioulis)• 225 = IDEA B PS (Karen Mintsioulis)• 240 = Nutrition Services (Gene Roblyer)• 242 = Summer Feeding (Gene Roblyer)• 244 = Perkins (Richard Chapa)• 255 = Title II (Terri Burchfield)• 263 = Title III – LEP (Terri Burchfield)

Fund Codes

– Other funds commonly used at TCISD• 461 = Campus Activity Funds• 797 = Technology Refresh

– This is “refresh year”!

• 865 = Student Activity Funds

Function Codes

• Starts on page 303

Skyward - RequisitionsTexas City ISD

Click Purchasing

Choose Requisitions

Click Add

1. Drop Down – Choose your group

2. Drop Down – Defaults to current Fiscal year

3. Check this box if P.O. will be blanket

4. Enter description of item/service requested

5. Drop Down – Choose Vendor

6. Drop Down – Choose where item will be shipped to

Choose Save and Add Detail

• Enter number of items• Drop Down – Each,

Dozen, Etc. • Enter per unit cost• Enter line item

description• Click Save

Choose Add Requisition Accounts

• Choose the accounts to be charged

• Type here to look up accounts

• Enter amounts or percent here for split accounts

(See next pg)

Click Save Account Distrib

* Means account is overbudget

Please verify your account when you receive this message. You may require a budget transfer or need to use a different account. You do not want your accounts to be over budget.

Click Submit for Approval

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