9.2 Running GL Load
Purpose: Use this document as a reference for running a GL load in ctcLink.
Audience: Accounts Receivable
You must have at least one of these local college managed security roles:
- ZZ AR Interfaces
- ZZ Grant Processing
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Note: Running a Gl Load is not the normal process. Normally, a Single Action will include the GL load.
This process is used in situations where the Single Action run was interrupted; or a bill hit the Staged Accounting Error screen and has been corrected (thus the GL load needs to be run again.)
Schedule GL Load
Navigation: Billing > Generate Invoices > Non-consolidated > Pre-Load Process
- The Pre-Load Process run control ID page displays. Create a new run control ID or use an existing one.
- If it exists, select appropriate Run Control ID, then select Search.
- The Pre-Load Process page displays.
- Enter Business Unit.
- Select Invoice ID (or whichever range selection is appropriate).
- If applicable, enter the invoice number to the right, under "From Invoice" and "To Invoice".
- Select Save.
- Select Run.
- The Process Scheduler Request page displays.
- Select Billing Pre-Load Process.
- Select OK.
- The Process Scheduler Request page disappears. The updated Pre-Load Process page displays. Note the Process Instance number.
- Select Process Monitor. Refer to the Process Monitor QRG for instructions.
- Process complete.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
VIDEO COMING SOON!
View Tutorial via Panopto
View the external link to Running GL Load. This link will open in a new tab/window.
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