Deleting Attachments to a Posted Journal Header

Purpose: Use this document as a reference to Delete attachments from a Posted journal

Audience: Finance Administrators or Supervisors

You must have at least one of these local college managed security roles- it is a Supervisory Function and is designated by the Define User Preference as well as the role:

  • ZZ GL Journal Entry

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

Navigation: Set up Financials/Supply Chain > Common Definitions > User Preferences > Define User Preferences

  1. The User Preferences Find an Existing Value page displays.
  2. Enter the User ID and select the Search button. The Define User Preferences page displays.
  3. Select the General Ledger hyperlink within the Product Preference section and the General Ledger tab displays.
Define User Prefences page with the General Ledger hyperlink highlighted.
  1. Within the Journal Entry Options section, select the Delete Attachment for Posted Journal checkbox.
  2. Select the Save button.
  3. Section complete.
Define User Preferences General Ledger page/tab. The Delete Attachment for Posted Journal is selected and highlighted. The Save button is also highlighted.

Next, navigate to: General Ledger > Journals > Journal Entry > Create/Update Journal Entries.

  1. Select the Find an Existing Value button. Enter or lookup the Business Unit.
  2. To find an existing Journal entry, enter or look up by the following search criteria to refine results. For example:
    1. Enter or lookup the Journal ID.
    2. Enter or lookup the Journal Date by a specific date or between a time frame.
    3. Enter or lookup by the Journal Header Status list. Use the drop down arrow to view options.
    4. If you are not sure what the journal status is, select the blank value from the list. This way, the search returns the journal regardless of its header status - Select the (null) list item.
    5. If you know the EMPLID user, you can search by Entered By.
  3. Select the Search button and the Header page displays information that uniquely identifies a journal entry.
  4. Select the Attachments hyperlink and the Journal Entry Attachments window displays.
  5. Select the Delete icon on the appropriate attachment.
  6. A confirmation message displays. Select the OK button.
  7. Select the OK button on the Journal Entry Attachments window.
  8. Select the Save button.
  9. Process complete.
Create/Update Journal Entries page on the Header tab. The Attachments hyperlink and Save button are highlighted. In the foreground, the Journal Entry Attachments window displays with the Delete icon highlighted.

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 Deleting Attachments to a Posted Journal Header. This link will open in a new tab/window.

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