9.2 Run Load Voucher Stage Process
Purpose: Use this document as a reference for running the Load Voucher Stage Process in ctcLink.
Audience: Purchasing staff.
You must have at least one of these local college managed security roles:
- CC_ADMINISTRATOR
- CC_APPROVER
- CC_RECONCILER
- CC_REVIEWER
- CC_USER_PO
- CC_USER_REQ
- ZZ Procurement Card Processing
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Load Voucher Stage Process
Navigation: NavBar > Navigator > Purchasing > Procurement Cards > Process Statements > Load Voucher Stage
- The Load Voucher Stage run control ID search page displays.
- You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for future use.
- Select the Find an Existing Value tab.
- Enter Run Control ID.
- Select Search.
![Load Voucher Stage Find an Existing Value page](https://media.screensteps.com/image_assets/assets/002/255/919/original/67231ffd-d007-4888-91db-7ba72f493910.png)
- The Load Voucher Stage page displays. Use it to run the Voucher Stage Application Engine process to load the PCard Approved Transactions into the Voucher staging table.
- Enter SetID.
- Enter Card Issuer.
- Enter Billing Date.
- Select one of the options in the Invoice Date to Use field: Billing Date, Enter Date or Today. If Enter Date is chosen, input Invoice Date in the Invoice Date field.
- Enter Business Unit.
- Optionally, you may enter a unique Invoice Number.
- Optionally, you may increase the Max Voucher Lines.
- Keep Transaction Status Criteria as "Approved Status".
- Keep Budget Status Criteria as "Valid Budget Status".
- Keep ChartField Status Criteria as "Valid ChartField Status".
- Select Run. Please refer to the Process Scheduling QRG for instructions.
![Load Voucher Stage run control page](https://media.screensteps.com/image_assets/assets/003/914/436/original/781229ba-9d6c-45eb-a810-df98c77d8886.png)
- The Process Scheduler Request page displays. Use it to enter or update parameters, such as server name and process output format.
- Ensure that the Select checkbox for the PO_CCVCHRSTG process is checked.
- Select OK.
![Process Scheduler Reqest page](https://media.screensteps.com/image_assets/assets/003/914/438/original/c9801c60-981d-47d4-86c9-90323f5aff83.png)
- The Process Scheduler Request page disappears.
- Note the Process Instance number.
- Select Process Monitor.
![Load Voucher Stage page](https://media.screensteps.com/image_assets/assets/003/914/440/original/bb98d942-25c6-4c4f-a8ee-99c9d421dfca.png)
- The Process List tab displays.
- Select Refresh until your Process Instance's Run Status = "Success" and its Distribution Status = "Posted'.
![Process List tab](https://media.screensteps.com/image_assets/assets/003/914/442/original/3de102f4-390e-45b2-8ef5-2dc80423d0e0.png)
- Process complete.
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