Entering Voucher Batch Requests

In this topic, you will learn how to run the voucher batch request process.

Steps:

1. Click the Main Menu button.

   Step 1

2. Click the Accounts Payable menu.

   Step 2

3. Click the Batch Processes menu.

   Step 3

4. Click the Vouchers menu.

   Step 4

5. Click the Voucher Build menu.

   Step 5

6. You can run this process by searching for an existing Run Control ID, or adding a new one. Creating and saving a Run Control ID is recommended for accuracy and quick reference.

    

   Click the Add a New Value tab.

   Step 6

7. A Run Control ID is an identifier that uniquely identifies the process you are running. The Run Control ID defines the parameters that are used when running a process.

   Step 7

8. Enter the desired information into the Run Control ID field.

    

   Enter "VOUCHBLD".

   Step 8

9. Click the Add button.

   Step 9

10. Use the Voucher Build page to enter desired parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

    Step 10

11. Enter the desired information into the Request ID field.

     

    Enter "VBUILD".

    Step 11

12. Enter the desired information into the Description field.

     

    Enter "Voucher Build".

    Step 12

13. Use the Process Option to indicate the level at which you want to process vouchers.

     

    Click the Process Option list.

    Step 13

14. Click the Business Unit list item.

    Step 14

15. Use the Voucher Sources list to select the status of the sources that you wish to process.

     

    Click the Voucher Sources list.

    Step 15

16. Click the All (Unrestricted) list item.

    Step 16

17. Enter the desired information into the Business Unit field.

     

    Enter "USC01".

    Step 17

18. Use the Voucher Build Interfaces list to select a source from which to create vouchers.

     

    Click the Voucher Build Interfaces list.

    Step 18

19. Click the All Interfaces list item.

    Step 19

20. Click the Run button.

    Step 20

21. Click the Server Name list.

    Step 21

22. Click the PSUNX list item.

    Step 22

23. Click the OK button.

    Step 23

24. Notice that a Process Instance has been created for this request.

    Step 24

25. Click the Process Monitor link.

    Step 25

26. Note that the Run Status of the process is "Queued".

     

    Click the Refresh button.

    Step 26

27. After a moment, the status will change to "Processing".

     

    Click the Refresh button.

    Step 27

28. After a moment, the status will change to "Success".

    Step 28

Congratulations, you successfully learned how to enter voucher batch requests.

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