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
- The SAO Annual Acct Interface search page displays.
- If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button.
- NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA010_SAO_AAR.
- The SAO Annual Accounting page displays.
- In Business Unit enter your business unit.
- Enter Fiscal Year.
- Select Save. Select Run.
- Please refer to the Process Schedule Request steps for further instructions.
- Please refer to the Report Manager steps for further instructions.
Uploading the Files to SAO
Instructions will be provided in the Annual Memo from SBCTC Accounting and Business Services Staff.
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
View the external link to Creating and Loading SAO Annual File. This link will open in a new tab/window.
0 Comments
Add your comment