Posting a Voucher


In this topic, you will learn how to manually post vouchers that are waiting to be posted.


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 Posting menu.

    Step 5

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

     

    Enter "VPOST".

    Step 6

  7. Click the Search button.

    Step 7

  8. PeopleSoft did not find a saved occurence of this process. So, let's create one.

    Step 8

  9. Click the Add a New Value tab.

    Step 9

  10. Click the Add button.

    Step 10

  11. Use the Voucher Posting Request page to enter the request parameters. These will be used to define process criteria when the process is run.

    Step 11

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

     

    Enter "VCHRPOST".

    Step 12

  13. Enter the desired information into the Description field.

     

    Enter "Voucher Posting".

    Step 13

  14. Click the Process Frequency list.

    Step 14

  15. Click the Always Process list item.

    Step 15

  16. Click the Post Voucher Option list.

    Step 16

  17. Click the Post Business Unit list item.

    Step 17

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

     

    Enter "USC01".

    Step 18

  19. Click the Run button.

    Step 19

  20. Click the Server Name list.

    Step 20

  21. Click the PSUNX list item.

    Step 21

  22. Click the OK button.

    Step 22

  23. Notice that PeopleSoft has assigned this process a Process Instance.

     

    This will help identify this specific process when searching for it in the Process Monitor.

    Step 23

  24. Click the Process Monitor link.

    Step 24

  25. This Process currently has a status of "Queued". It will eventually process and complete with a status of "Success."

    Step 25

  26. Click the Refresh button.

    Step 26

  27. Now the request is "Processing".

    Step 27

  28. Click the Refresh button.

    Step 28

  29. Now the request has a status of "Success".

    Step 29

Congratulations, you successfully learned how to post a voucher.

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