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:

  • 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

  1. The Load Voucher Stage run control ID search page displays.
  2. 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.
  3. Select the Find an Existing Value tab.
  4. Enter Run Control ID.
  5. Select Search.
Load Voucher Stage Find an Existing Value page
  1. 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.
  2. Enter SetID.
  3. Enter Card Issuer.
  4. Enter Billing Date.
  5. 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.
  6. Enter Business Unit.
  7. Optionally, you may enter a unique Invoice Number.
  8. Optionally, you may increase the Max Voucher Lines.
  9. Keep Transaction Status Criteria as "Approved Status".
  10. Keep Budget Status Criteria as "Valid Budget Status".
  11. Keep ChartField Status Criteria as "Valid ChartField Status".
  12. Select Run.  Please refer to the Process Scheduling QRG for instructions.
Load Voucher Stage run control page
  1. The Process Scheduler Request page displays.  Use it to enter or update parameters, such as server name and process output format.
  2. Ensure that the Select checkbox for the PO_CCVCHRSTG process is checked.
  3. Select OK.
Process Scheduler Reqest page
  1. The Process Scheduler Request page disappears.
  2. Note the Process Instance number.
  3. Select Process Monitor.
Load Voucher Stage page
  1. The Process List tab displays.
  2. Select Refresh until your Process Instance's Run Status = "Success" and its Distribution Status = "Posted'.
Process List tab
  1. Process complete.


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