Sending Accounting Entries to the General Ledger


Concept


Steps:

  1. Begin by navigating to the Batch Publish page.

     

    Click the Enterprise Components link.

    Step 1
  2. Click the Integration Definitions link.

    Step 2
  3. Click the Initiate Processes link.

    Step 3
  4. Click the Batch Publish link.

    Step 4
  5. 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 report may help you remember it for future use.

     

    Click the Add a New Value tab.

    Step 5
  6. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

     

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

     a valid value
     e.g.
     "BPUB1"
    .

    Step 6
  7. Click the Add button.

    Step 7
  8. Use the Batch Publish page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

    Step 8
  9. Use the Batch Publish page to publish accounting line information to PeopleSoft Financials.

    Step 9
  10. To run the Batch Publish page, enter a Request ID and Description for the process.

     

    Enter the desired information into the Request ID field. Enter

     a valid value
     e.g.
     "1"
    .

    Step 10
  11. Click in the Description field.

    Step 11
  12. This description is for your reference only; name it anything you like.

     

    Enter the desired information into the Description field. Enter

     a valid value
     e.g.
     "BATCH1_ACCLN"
    .

    Step 12
  13. To run the Batch Publish process, select the Always option in the Process Frequency group box.

     

    Click the Always option.

    Step 13
  14. Click in the Process Name field.

    Step 14
  15. In the Process Name field, enter the name of the process for which you want to publish accounting lines.

    Either enter SFPGLINT for the GL Interface process or SFDPTREC to use this for the Cashiering GL Interface process.

     

    Enter the desired information into the Process Name field. Enter

     a valid value
     e.g.
     "SFPGLINT"
    .

    Step 15
  16. At this point, you would continue to run the Batch Publish process just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

    Refer to the Running Reports module for an  example of running a process.

    Step 16

You have successfully published accounting lines to the general ledger.

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