Running Expense Processing

Purpose: Use this document as a reference for running expense processing in ctcLink.

Audience: Backoffice staff that process expenses

Navigation: Main Menu > Travel and Expenses > Process Expenses > Expense Processing

Running Expense Processing

  1. Enter an existing Run Control ID or select the Add a New Value tab on the Expense Transactions page to add a new value.
    1. Enter a meaningful Run Control ID, with no spaces, for the accounting entry creation process in the Run Control ID field.

Note: A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process that you are running. The Run Control ID defines parameters that are used when a process is run. These parameters ensure that when a process runs in the background, the system does not prompt you for additional values.

  1. Select the Add button.
  2. Select the Selected Business Units tab.
  3. Enter or select the appropriate business unit in the Business Unit field.
  4. Return to the Expense Processes tab.
  1. Use the Process Request Parameters section of the Expense Processes tab to establish the expense transactions processing parameters.
    1. Use the Checkboxes to select the expense items for processing. The most common will be Stage Payments, Post Liabilities and Post Payments

Note: If the Run Control ID is new, click the Save button and then click the Refresh button to update the transaction counts.

  1. Select the Save button.
  2. Select the Refresh button.
  3. Select the Run button.
  1. Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.
    1. Use the Server Name drop-down button to select the appropriate processing server for the request.

Note: You can leave the field blank.

  1. Select the OK button

Note: A Process Instance number appears. This number helps you identify the process you have run when you check its status.

  1. Select the Process Monitor link.
  2. Use the Process List page to view the status of submitted process requests.

Note: The process has finished successfully when the Run Status column indicates ‘Success.’


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