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DownloadPlugin DownloadPlugin

Download the Plugin

You must first download the Munis plugin through the customer portal.

1. Login to the customer portal.
2. Locate and select the Downloads link in the system.
3. Locate and click on the Edison folder.
4. Locate and click on the Plugins folder.
5. Locate and click on the Munis.zip file to download. Take note of the downloaded location.
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LoadPlugin LoadPlugin

Load the External Plugin

1. Login to Edison.
2. Select the Administration tab.
3. Click on Miscellaneous and choose External Plugins.
4. Click Add.
5. Locate and select the Munis.zip plugin file from your local or network drive. Then, click Open.
6. A notification window will appear. Click OK to install the plugin.
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7. After processes have run, notice the plugin status is Not loaded. Click Close.
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8. You must restart Edison for changes to take effect. Click OK and close the program.
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9. After restarting Newton, access external plugins to ensure the status has changed to loaded.
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CustomSiteFields CustomSiteFields

Establish Custom Site Fields

Custom schools fields can be added for use in custom reports/exports. In order for the Munis export to function properly, Custom Site Fields must be established. You must use X_MunisOrganizationalCode.

1. From the Administration tab, click Sites & Categories. Then, select Site Categories.
2. In the last row, enter a Description, Field name (X_MunisOrganizationalCode), and Data Type. By default, the Data Type is String and should not be altered.
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3. Click Save Changes.

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ApplySiteFields ApplySiteFields

Apply Custom Fields

The Munis custom field must be applied to the Munis site/vendor and additional sites (if applicabale).

1. From the Administration tab, click Sites & Categories. Then, select Sites.

2. Locate the site(s) by conducting a search. Once you have located a site, double-click in the row or click Edit Site.
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3. In the Custom Fields tab, enter the Munis code for your District.
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4. Click Save Changes.

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ItemCategories ItemCategories

Establish Item Categories

Item Categories allows you to add and remove categories utilized in the Catalog Number tab of Item Maintenance and for reporting/exporting purposes. In order for the Munis export to function properly, Custom Item Categories must be established. You must use Munis_Object_Code as the Key.

1. From the Administration tab, click Items & Catalog Numbers. Then, select Item Categories.
2. In the last row, enter the item Category Description and Key (Munis_Object_Code) in the cell next to the asterisk *. Next, click Save Changes.
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3. Click the plus + sign to expand the new category and enter Category Item numbers.

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   You may navigate to the next row by using your Enter or Tab key on your keyboard or clicking in the next row with your mouse.

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4. Click Save Changes.

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ItemMaintenance ItemMaintenance

Apply Item Codes to Items

Munis Item Codes must be added to Items.

1. From the Administration tab, click Items & Catalog Numbers. Then, select Items.

2. Locate each item by conducting a search. Once you have located an item, double-click in the row or click Edit Item.

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   title Item Categories
   Item categegories are displayed in the main Item Maintenance screen for quick reference. Image Added

   
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3. In the Catalog Number tab, use the drop-down menu next to custom item category (Munis Object Code) and select the appropriate code from the list.
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4. Click Save Changes.
5. Repeat the process for each item for the Munis export.

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SendOrder SendOrder

Establish Send Order Methods

1. From the Administration tab, click Ordering & Price Contracts. Then, select Ordering Send Methods.
2. Click Add New to create a new Order Send Method.
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3. Select the Send Order Method. Then, click Ok.
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4. Enter a Description. Then, click Setup.
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5. Establish Order Send Method criteria. Then, click Ok.
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   1. Export to Directory - Click the ellipses icon and select a directory in which the exported order will be placed.
   2. Options - Select one or more options by placing a checkmark in the box.
   3. File Format - Click the ellipses icon.
      1. Select the Munis Order Export from the list. Then, click Ok.
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      2. Click the gear icon to ensure the file is in the correct format (.xml).

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         title Setup Munis Order Export
         While in the Setup Munis Order Exportwindow, you may click the pencil icon to view the Pattern Filename. Image Added

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6. In the Setup Export to File System window, click Ok.
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7. In the Configure Order Send Method window, click Ok.
8. Apply the Send Order Method to the appropriate vendor. Administration → Sites & Categories → Sites → select Add Site or Edit Site → Main tab
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