9.2 Unposting Transfer Groups

Purpose:  To unpost a transfer group using ctcLink.

Audience:  Accounts Receivable staff.

You must have at least one of these local college managed security roles:

  • ZZ AR Item Entry

You must also set these User Preference Definitions:

If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.

Unposting Transfer Groups

Navigation:  NavBar > Navigator > Accounts Receivable > Receivables Update > Unpost Groups > Transfer Group

  1. The Transfer Group search page displays.  You can enter as much search criteria as you need.  Not all fields are mandatory.  The Group Unit is a mandatory field.
  2. Enter Group Unit.
  3. Select Search.
  4. A list of qualifying group IDs displays at the bottom of the page.
  5. Select the applicable transaction record from the list of search results.
Transfer Group search page
  1. The Transfer Group page displays.  Select the Options tab.
  2. Use the Options page to specify a reason for unposting a group or to change the accounting date. 
  3. Select a reason from the Unpost Reason drop-down menu.

If needed, check the Edit Accounting Date field and enter an applicable Accounting Date value.  

This is useful in cases where the accounting date of the original transaction is in a closed accounting period.

  1. Select Save.
Options page
  1. Select the Action tab.
Action page
  1. The Action page displays.
  2. From the Posting Action Action drop-down menu, select 'Batch Standard'.
  3. Select OK. 
Action page
  1. You have successfully created an unpost transaction for a transfer group and set the transaction to post.  The transaction will post with a subsequent run of the Receivables Update process.
  2. Process complete.

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