Cashiering - Manual Batch Process
Cashiering - Manual Batch Process
Label | Description |
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Business Process | Integration Broker |
Module | Student Financials |
Prerequisites |
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Description | This Job Aid illustrates how to do the Manual Batch Process for Cashiering. |
Instructions:
Step | Action |
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1. | Click on [] then [] and navigate to to Student Financials -> GL Interface -> Generate Cashiering Entries -> … |
Step | Action |
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2. | Enter the appropriate Run Control ID ---OR--- click the “Search” button to display a list of “Run Control ID’s”. Select the appropriate Run Control ID. |
Step | Action |
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3. | Verify/enter the appropriate information in the following fields [Note: The “Business Unit” field and the “Journal Template” field should already be populated with the appropriate information.]
Note: The magnifying glass next to each field can be used to display a list of choices.
Click “Save”. |
Step | Action |
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4. | Click “Manual Batch Publish”. |
Step | Action |
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5. | Verify that the “*Process Name” field = “SFDPTREC”. Click “Save”. |
Step | Action |
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6. | Click “OK” |
Step | Action |
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7. | Periodically click “Refresh” until the “Run Status” column reads “Success” and the “Distribution Status” column reads “Posted” for your Instance. |
Step | Action |
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8. | End of job aid. |