GL Interface - Item Types Manual Batch Process

GL Interface - Item Types Manual Batch Process

Label
Description
Business ProcessIntegration Broker
ModuleStudent Financials 
Prerequisites

Item Type Accounting Entries should already be generated.  User must be signed in as “SFBATCH”.

Description

This Job Aid illustrates how to do the Item Type Manual Batch Process after Item Type Accounting Entries have been generated.

Instructions:

Step
Action
1.

Click on [], then [] and navigate to Student Financials -> GL Interface -> Generate Accounting Entries…

StepAction
2.On the “Find an Existing Value” page (tab), click the “Search” button to display a list of Run Control ID’s.  Click “GL_INTERFACE”.

StepAction
3.Confirm that the “Business Unit” field = “SDCCD”, the “Journal Template” field = “SF/GL”, and the “Term” field is the appropriate term.  Click the “Manual Batch Publish” link.

StepAction
4.Confirm that the “Process Name” field = “SFPGLINT”.  You can click on the magnifying glass next to the “Process Name” field to display a list of “Process Names”.  Select “SFPGLINT – SF to GL Interface”.

StepAction
5.Click the “Run” button.

StepAction
6.Click the “OK” button.

StepAction
7.Click the “Process Monitor” link.

StepAction
8.Click the “Refresh” button until the “Run Status” column for your Instance = “Success” and the “Distribution Status” column for your instance = “Posted”..

StepAction
9.End of job aid.