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Long Description
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The Mark as Posted button SHOULD NOT BE USED where integration with an accounting system exists. |
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- Generate internal allocations by following the step-by-step instructions of the To generate, post and store internal allocations (with accounting system integration), Steps 1-2 section above.
- Post internal allocations either directly to the Posted folder or first to Ready for Posting if, for example, the internal allocations are to be posted at a later date.
- Post directly to the Posted folder:
- Either
- click the internal allocation row/s to be posted - it/they will highlight - or
Note: To select several - press the Control (Ctrl) key and click relevant rows. - click Select All... to post all listed internal allocations - they will highlight.
Note: To deselect - click the Deselect All... button.
- click the internal allocation row/s to be posted - it/they will highlight - or
- Click Mark as Posted. A pop-up will open asking to confirm move.
Example: - Click OK. The pop-up will close and the selected internal allocations will move to the Posted folder for storage.
- Either
- Post including the Ready For Posting folder:
- Selective posting:
- Either:
- click the internal allocation row/s to be posted - it/they will highlight - or
Note: To select several - press the Control (Ctrl) key and click relevant rows. - click Select All... to post all listed internal allocations - they will highlight.
Note: To deselect - click the Deselect All... button.
- click the internal allocation row/s to be posted - it/they will highlight - or
- Click Mark as Ready For Posting. A pop-up will appear appears asking to confirm move.
- Click OK. The pop-up will vanish and the selected internal allocations will move to the Ready For Pending (placed in queue for posting).
- Go to Step iii.
- Either:
- Batch posting:
- Click Batch Post...
- A pop-up with a list of business units will appear appears. Select business unit/s and click OK.
- The pop-up will close and all internal allocations of the selected business unit/s will move moves to the Ready For Pending folder (placed in queue for posting).
- Go to Step iii.
- In the Ready for Pending folder select the internal allocation row/s due to be posted in the queue - it/they will highlight (selective posting).
- Click Mark as Posted. A pop-up will open opens asking to confirm move.
- Click OK. The pop-up will close and the selected internal allocations will move moves to the Posted folder for storage.
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