Processing an Allocation Request
Purpose: Use this document as a reference for running the allocation request process in ctcLink.
Audience: Finance and business office staff.
After defining an allocation, the next step is to submit an allocation request via the run control process.
You must have at least one of these local college managed security roles:
- ZZ General Ledger Allocations
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Process an Allocation Request
Navigation: Allocations > Define and Perform Allocations > Request Allocation
- The Allocation Request 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_ADM_FYR_5 (Admissions Letter, Summer, FYR Admit Type).
- The Allocation Request page displays.
- Select the Process Frequency value from the drop-down menu.
- Select or enter the Unit.
- Select or enter the Allocation Group.
- Select the Request Date Option from the drop-down menu.
- Enter the As of Date value.
- Select the Output Options from the drop-down menu.
- Select the Run button.
- Please refer to the Process Schedule Request steps for further instructions.
- You have successfully submitted an allocation request.
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 Processing an Allocation Request. This link will open in a new tab/window.
0 Comments
Add your comment