If errors are encountered during the Load data process, you can correct the source data on the Biannual Form 9 Data form of the IN Biannual Form 9 Report page. After corrections, you must purge and reload the data.
PowerSchool recommends that you correct the report’s source data that is retrieved from the Core application.
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On the IN Biannual Form 9 Report page, filter records using the filter criteria. To enter filter criteria:
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Select an option in the first field.
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Select or enter a value.
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Select Add if the button is enabled.
Refer to Search for records for more information.-
To add a record, select Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Save, and then Yes.
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To edit a record, select the ellipsis in the Actions column and then select Edit. Update the information and select Save.
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To delete a record, select the ellipsis in the Actions column, select Delete, and then select Yes.
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To download the information, select Download, then select Download PDF or Download as an Excel Document. The default file names are:
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Excel: IN Biannual Form 9 Maintenance Report_<MMDDYYYY>_<hhmmss>.xlsx
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PDF: IN Biannual Form 9 Maintenance Report_<MMDDYYYY>_<hhmmss>.pdf
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Field descriptions
The following table describes the fields on the Biannual Form 9 Data form of the IN Biannual Form 9 Report page.
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Field |
Description |
Load logic - Data source and Valid values |
|---|---|---|
|
Year |
The fiscal year of the Form 9 data. The default is the current year. This field is view-only and cannot be edited after saving the record. |
Populated during the data load process. The field value is retrieved from the Financial Year field on the IN Biannual Form 9 Report – Load page. |
|
Period |
The reporting period for the Form 9 data. This field is view-only and cannot be edited after saving the record. |
Populated during the data load process. Valid values:
The field value is retrieved from the Reporting Period field on the IN Biannual Form 9 Report – Load page. |
|
Account ID |
A code used to identify whether an accounting entry is a balance sheet, revenue, or expenditure. For balance sheet items, the account ID is the first position of the account code.
|
Calculated during the data load process. The calculated value represents the type of general ledger cash account being reported. Valid values:
The value is determined by matching transactions and ledger entries to the Cash Account and Payroll Cash Account defined in the Fund Accounting profile. |
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Fund |
The specific fund for which financial data is being reported.
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Populated during the data load process. The value represents the Indiana Department of Education state fund code for the transaction. The system retrieves the local fund code from the organization chart (orgn.fund) and looks it up in the Fund Crosswalk table (in_form9fund). If a crosswalk entry exists, the local fund is converted to the corresponding state fund code required for Indiana reporting. If no crosswalk exists, the original local fund code is used. Transactions with blank/null state fund codes in the crosswalk are excluded from the report. |
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*Budget Code* |
The function or program code (for expenditures) or revenue account code (for revenue) that identifies where funds came from or how they were used. This field is view-only and cannot be edited after saving the record. |
Populated during the data load process. The value represents different coding depending on the transaction type:
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Account |
The account as it appears in the ledgers. This field is view-only and cannot be edited after saving the record. |
Populated during the data load process. The value represents the same information as Budget Code - either the revenue account code (for revenue transactions) or the function code (for expenditure transactions), depending on the section type. |
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District ID |
The four-digit Indiana Department of Education corporation identification number assigned to your school district. |
Not applicable |
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Section |
The specific reporting category of the financial data as required by the State of Indiana.
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Calculated during the data load process. The calculated value represents the type of financial transaction or balance being reported to the Indiana Department of Education. Valid values:
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Object |
The expenditure object code that identifies the nature or type of purchase. |
Populated during the data load process. The value represents the nature or type of expenditure (object code):
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Amount |
The cumulative total for all 13 periods for this organization/account or fund/account. |
Calculated during the data load process. The calculated value represents the total dollar amount for the transaction during the selected reporting period. The amount represents the total financial activity or balance for the specific fund, account, and section combination during the selected reporting period. For Revenue and Expenditure transactions:
For Beginning Balance (Section 5):
For Ending Balance (Section 6):
For Encumbrances (Section 8): Sum of all encumbrance fields (enc1 through enc13) from the expenditure ledger. |
|
Subcategory |
A two-digit special designation code used to identify certain high per-pupil expenditure transactions that require additional state reporting detail or explanation. |
Calculated during the data load process. The calculated value represents a special subcategory designation for certain high per-pupil expenditure transactions that require additional state reporting detail. |
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Building |
The four-digit Indiana Department of Education state building identification code indicating which school building or location the transaction is associated with. |
Calculated during the data load process. The calculated value represents the Indiana Department of Education state building identification code where the transaction occurred. |