Posting a Journal and Running the Post Process
Purpose: Use this document as a reference for posting journals to the General Ledger in ctcLink.
Audience: Financial Staff
Perform this procedure when you are ready to post journals to the General Ledger.
You must have at least one of these local college managed security roles:
- ZZ General Ledger Processing
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.
Navigation: General Ledger > Journals > Process Journals > Mark Journals for Posting
Use the Mark Journals for Posting page to Post specific Journal IDs.
- The Mark Journals for Posting page displays. Enter or lookup search criteria for the following required and optional fields:
- Unit (Business Unit).
- Ledger Group.
- Year (Accounting Fiscal Year).
- Period.
- Optional to enter or lookup the Source.
- Optional to enter additional search criteria as needed.
- Select the Search button to populate results below.
Use the Select All and Deselect All buttons to quickly check/uncheck all results.
- In the Select Journals to Post grid, select the Process Box for each Journal ID you want to post. Optional to select the Journal ID number to review it.
- When ready, select the Post Selected Journals link.
- A message window displays, select the OK button to post the selected Journal(s).
- The Post Journals Request page displays. Note the selected Journal(s) will be listed.
- Optional to manually update the Description field.
- Select the Run button.
- The Process Scheduler Request window displays. Select the OK button to run the GL Journal Posting process (GL_JP).
- The Process Scheduler Request page disappears. The updated Post Journals Request page displays. Note the Process Instance number. Select Process Monitor, then refer to the QRG Process Scheduler/Process Monitor for instructions.
- 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
View the external link to Posting Selected Journal IDs. This link will open in a new tab/window.
- The Post Journals Request page displays.
- In the Process Frequency section, select the Always radio button.
- Enter a Description.
- Enter the valid field values;
- Business Unit.
- Ledger Group.
- Source.
- Optional to enter the System Source.
- Optional to enter or lookup a range of journal IDs: enter Journal ID From and Journal ID To.
- Enter the current fiscal year in the From Year and To Year fields.
- Optional to post journals for enter From Period and To Period.
- Optional to select the Save button to save the run control parameters for future use.
- Select the Run button.
- The Process Scheduler Request window displays. Select the OK button to run the GL Journal Posting process (GL_JP).
- The Process Scheduler Request page disappears. The updated Post Journals Request page displays. Note the Process Instance number. Select Process Monitor, then refer to the QRG Process Scheduler/Process Monitor for instructions.
Note: A Process Instance number appears and this number helps you identify the process you have run when you check its status.
- 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
View the external link to Posting Journals in Batch. This link will open in a new tab/window.
0 Comments
Add your comment