9.2 Inactivating a Combo Code

Purpose:  Use this document to inactivate a combo code in ctcLink.

Audience:  HR Core employees

Combination Code Table

Navigation:  NavBar > Navigator > Set Up HCM > Common Definitions > Chartfield Configuration > Combination Code Table

  1. The Combination Code Table search page displays.
  2. From the Find an Existing Value tab, enter the Set ID and GL Combination to be inactivated.
  3. Select the Search button.
Combination Code Table search page
  1. The Combination Code Table page displays.
  2. Confirm that the search result is the Combination Code to be deleted.
  3. Select the Correct History button (at bottom of page).

Note: The effective date default will be 01/01/1901 – if the combo code shouldn’t have been created and hasn’t been used, leave the date as 01/01/1901 when inactivating the combo code.  If the combo code has been used for past transactions and is no longer active, enter the effective date when it will no longer be used.

  1. Change Status to "Inactive" from the drop-down menu.
  2. Select the Save button.
Combination Code Table
  1. The combo code is now inactive but can be reviewed by running either a query or a PAY760 report.
Instructions for Running a PAY760 Report

Navigation:  NavBar > Navigator > Set Up HCM > Common Definitions > Chartfield Configuration > Combination Code Report

  1. The Combination Code Report search page is displayed.
  2. Enter an existing Run Control ID and select the Search button, or
  3. Select the Add a New Value tab and enter a Run Control ID.
  4. Select the Add button.
Combo Code Report search page
  1. The Combination Code Report page displays.
  2. Select the Run button.
Combo Code Report run control
  1. The Process Scheduler Request page displays.
  2. The Combination Code Report should be check marked.
  3. Select the OK button.
Process Scheduler Request page4
  1. The Combination Code Report page displays.
  2. Make note of the Process Instance number.
  3. Select the Process Monitor link to review the progress of the Run Control.  
Combination Code Report Process Monitor
  1. The Process List tab displays.
  2. Select the Refresh button until Run Status equals "Success" and Distribution Status equals "Posted".
  3. The PAY760 report can now be reviewed.
  4. Select the Go back to Combination Code Report link.
  1.  The Combination Code Report page displays.
  2. Select the Report Manager link.
Combo Code Report Report Manager
  1. The Report Manager page will display.
  2. Select the Administration tab.
  3. Select the Report Description link.
Report Manager Administration Tab
  1. The displayed report is a PDF file which can be searched for the combo code.
  2. Press Ctrl+F to find the old combo code to be inactivated (The combo code is the third field on the first line of an entry). The field stating it is "I" for Inactive is next to the combo code number.
Ctrl + F search
Search result for status

Additional Information:  At the beginning of a new year, in which there are large volumes of entries, ERP Support can execute a mass upload rather then college staff entering each line.  The same is true for mass inactivations for expired combo codes.

  1. The process for inactivating a combo code and confirming status change is now complete.
  2. End of procedure.

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