Unposting Budget Journal

Purpose:  Use this document as a reference for unposting a budget journal in ctcLink.

Audience:  Commitment Control staff.

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

  • ZZ CC Budget Processing

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

Unposting Budget Journal

Navigation: Commitment Control > Post Control Budget Journal > Mark KK Jounrals for Unpost

Note: The Budget Header Status of Budget Journal should be in Posted Status.

  1. The Mark Commitment Control Budget Journals For Unposting page displays. Use the Selection Criteria to refine your search results or to locate the journals you want to unpost. Enter valid field values:
    1. Business Unit (required).
    2. Ledger Group (required).
    3. Enter or select Journal ID(s) and/or Journal Date(s) to refine your selection criteria.
  2. Select the Search button to display the journals that match your selection criteria.

Select the Show Jrnl (show journal) link to open the Enter Budget Journals or Enter Budget Transfer component, where you can view journal detail.

Enter selection criteria and select search
  1. To unpost all journals in the Journals scroll area, select the Select All button; otherwise, individually select those journals that you want to unpost.
  2. Scroll down to select the Save button.
  3. You can initiate unposting directly by selecting the Unpost Selected Journals link to open the Budget Posting Request page or from the Budget Posting Request page (see QRG Posting Budget Journals in_Batch).
  4. A message window displays to confirm the unposting of the journal(s). Select the OK button.
Select the Upost Selected Journals link
  1. The system populates the Post Commitment Control Budget Journals Request page with the criteria required to unpost the journals you selected.
  2. Optional to update the Description field from the auto-generated PeopleSoft Online Auto-Process to a local description.
Optional to update the Description and select Run

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

  • ZD CC Budget Inquiry
  • ZZ CC Budget Entry

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

  1. Select the Run button. The Process Scheduler Request window displays. Select OK to run the FS_BP process and close out the window.
  2. Select Process Monitor link and monitor the process until process complete with Success. Please refer to the Process Schedule Request steps for further instructions.
  3. If you want to verify whether Journal is unposted or not, Open Enter Budget Journals page by navigating:
    • Navigation: Commitment Control > Budget Journal > Enter Budget Journals
  4. Select the Find an Existing Value tab on the Enter Budget Journals page.
  5. Select the Budget Lines tab to view Budget Header Status.
Verify the Journal(s) unposted
  1. 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 Tutorial Via Panopto

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