PowerSchool ERP Pennsylvania

PA Annual Financial Detail Report – Revenues - Setup - Revenue Crosswalk

Use the PA Annual Financial Report - Revenue Crosswalk page to map local revenue values to state-reportable values for a fiscal year. The crosswalk is applied before the standard state code lookup during the Load process. Use this page when local revenue codes do not align directly with the state-defined codes in the AFR State Revenue Codes table.

  1. On the PA Annual Financial Report - Revenue Detail page, select Revenue Crosswalk.

  2. Enter the Search Criteria to find the required crosswalk records, and then select Search.
    Refer to Search for records for more information.

    • To add a record, select Add new. Refer to the Field descriptions, enter valid information, and select Accept.

    • To edit a record, select the record and select Accept. Update the information and select Accept.

    • To delete, select the record and select Delete. Select Yes.

    • To generate a report, select Print, and then select a Destination:

      • Select File to create the report in .rpt format. The default file name is AFRrevData.rpt. You can change the default file name.

      • Select Screen to download the report in .pdf format. The default file name is AFRrevData_<#####>.pdf.

      • Select Excel to download the report in .xlsx format. Select the required Excel Options. The default file name is AFRrevDatarpt<####_#####>.xlsx.

        • Select OK.

          • Download the .rpt file from the View Files page.

          • Save the .pdf or .xlsx file.
            For more information about the Print option, refer to Print Reports.

Field descriptions

The following table describes the fields on the PA Annual Financial Report - Revenue Crosswalk page.

Field

Description

Year

The fiscal year for the crosswalk rule.

Fund

The fund to which the crosswalk rule applies.

Level

The account structure level to crosswalk.

The values in the drop-down list are retrieved from the Titles tab of the Fund Accounting Profile page.

This field is view-only and cannot be updated after saving the record.

Local Value

The local value to map from.

State Value

The state-reportable value to map to.

Purge

If you need to correct setups or revenue data, purge the existing records and reload the data.

  1. On the PA Annual Financial Report - Revenue Crosswalk page, select Purge.

  2. Select the Fiscal Year.

  3. Select Accept, and then Yes.