9.2 Creating and Loading SAO Annual File

Purpose:  Use this document as a reference for how create the SAO annual report and upload to the SAO directory in ctcLink.

Audience:   College controllers, finance director or designated accounting staff.

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

  • ZZ General Ledger Reports

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

Creating and Loading SAO Annual File

Navigation: General Ledger > CTC Custom > CTC Interfaces > SAO Annual Accounting

  1. To run the SAO Annual Accounting Report, select the Add a New Value tab to create a new run control, or select Search to use an already created run control.
  2. To create the run control select Add a New Value.
SAO Annual Acct Interface Find an Existing Value tab
  1. Enter the run control ID you want to create (your college may have a business process to name a run control).
  2. Select Add.
SAO Annual Acct Interface Add a New Value tab
  1. In Business Unit enter your business unit.
  2. Enter Fiscal Year.
  3. Select Save.  Select Run
SAO Monthly Accounting page
  1. Select the check mark under Select  and select OK.
Process Scheduler Requrest page
  1. Use the Process Monitor hyperlink to review the process to completion. Run Status should be Success and Distribution Status should be Posted.
SAO Monthly Accounting page
Process List tab
  1. You have now completed creating a SAO Annual Accounting report.
  2. End of procedure.

Uploading the Files to SAO

Note:  Instructions will be provided in the Annual Memo from SBCTC Accounting and Business Services Staff.


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