Search Results
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Create and Post a Group Data Entry
Updated on: Jul 27, 2023
Purpose: Use this document as a reference to create a group data entry to process multiple transactions for a group of students in ctcLink. Audience: Student Financials Staff. -
FIN: Local Configuration Guide - Accounts Payable
This document contains the configuration decisions made and values to be used in deployment of the AP Module of the Oracle’s PeopleSoft FSCM 9.2 application. As such, all additional documentation must be in agreement with the related items described herein. Should conflict arise with information contained in another document, the data in this document shall be considered valid and that of the other shall require alignment to this document. Changes to the Global Framework in PeopleSoft would require approval from ctcLink governance. Any changes to the information in this document should be entered as dated additions. The Accounts Payable Global Configuration Decision Guide explains necessary global configuration tables needed to setup an institution in the PeopleSoft system. The order of the configuration tables presented in this document adheres to the table setup sequence required to successfully set up all global configuration tables. -
Modify Approved Transactions
Updated on: Aug 05, 2024
Purpose: Use this document as a reference on how to modify or edit an Expense Document that has been fully approved, but not Posted. Audience: Travel Administrators (this cannot be done by someone who entered the transactions that is being edited, it would have to be done by a T&E admin user with Approval privileges and the role ZZ Expenses Processing). -
9.2 Generating Dunning Letters
Updated on: Jul 12, 2022
Purpose: Generate dunning letters using ctcLink. Audience: Accounts Receivable staff. Dunning letters are used to communicate information to customers such as their account balance, items in their account, and the age of the items in their account. To generate dunning letters for specific customers, you need to run a single, two-step process that uses Structured Query Reports (SQR) and BI Publisher. SQR retrieves data from customer and item records, and BI Publisher organizes that data into letters. -
Withdraw a Hire Request
Updated on: Apr 23, 2024
Purpose: Use this document as a reference for how to withdraw a hire request in ctcLink. Audience: HR Recruiter -
9.2 Add Tenure Information
Updated on: Sep 23, 2024
PURPOSE: Use this document as a reference for assigning tenure information to Faculty in ctcLink. AUDIENCE: HR Specialists and HR Administrators. -
CE.001.6 Import SEVIS Results (Project Archive)
After a SEVIS batch report has been uploaded into the SEVIS system and processed, a transaction log file must be retrieved and imported back into PeopleSoft to ensure the two systems are in sync. The transaction log file will contain the statuses of any updates in the batch (success or failure) and the SEVIS ID of any new individuals created. The information below is intended to provide colleges guidance on performing a User Acceptance Test on this business process. The business process shown in the flow diagrams below may be only part of what is needed to complete an end-to-end test of a full business cycle. Coordination with other colleagues at your college in advance of commencing testing is key to success. In the same way that it doesn't take a single individual to operate the business of running a college it will require coordination across departments to successfully test a business flow from beginning to end. -
FF.002.6 Process AR [VC18] (Part 2) (Project Archive)
The Accounts Receivable Module is a subsidiary ledger that updates the General Ledger via batch process. The Accounts Receivable module tracks incoming payments and other processes associated with billing/receipts. The review functions of this module allows the users to effectively monitor the status of both billing and accounts receivable items. Testing for the Accounts Receivable Module includes reviewing and posting pending items, creating deposits, applying payments, reviewing customer accounts and activity, un-posting an item group, generating a statement, managing accounts, using a maintenance worksheet, running the aging process, creating pending items, and creating a dunning letter. The receivables module is integrated with other modules in the following ways: PeopleSoft Receivables sends accounting entries to PeopleSoft General Ledger through the Journal Generator Application Engine process. Invoices and credit memos entered in PeopleSoft Billing are interfaced to PeopleSoft Receivables. A user can drill down to see invoice details for an item in PeopleSoft Billing from the receivables module. Resources rows that you enter in PeopleSoft Project Costing can be interfaced to PeopleSoft Billing to create invoices, which become items in PeopleSoft Receivables by using the billing interface. PeopleSoft Billing plan lines that you enter in PeopleSoft Contracts are interfaced to PeopleSoft Billing to create invoices. These invoices become items in PeopleSoft Receivable by using the Billing interface. The user can drill down to see contract details for an item in PeopleSoft Receivables. Invoices can originate in PeopleSoft Grants and then be interfaced through PeopleSoft Contracts and PeopleSoft Billing into PeopleSoft Receivables. The refund process in PeopleSoft Receivables adds rows to tables that are used by PeopleSoft Payables to build a voucher. To use this UAT guide first review the business process flow diagram below, which outlines the various steps to complete the test activities. Note that the business process flow diagram has distinct places where one can start testing this process, noted by a green 'Start' circle. Use the diagram, following the arrows to each step that must be executed. Use the Quick Reference Guide (QRGs) links, also below, to find the instructions on how to execute each step. The Quick Reference Guides are numbered to match each box on the flow diagram to assistant testers with following the flow of the business process. Once testing is complete for this final step, update Oracle Test Manager (OTM) to reflect the completion of this High Level Flow test set. -
9.2 Viewing Results by Calendar
Purpose: Use this document to view results by calendar for Absence Management in ctcLink. Audience: Absence Management Administrators. -
9.2 Understanding T&L WorkCenter
Updated on: Oct 19, 2023
Purpose: Use this document to learn and understand WorkCenter in ctcLink. Audience: Time and Labor Administrators.
