To remove selected ledger transactions from an existing payment set:
From SunSystems, select
Payment Selection and Review (PYS).
The Selection - Payment Selection and
Review form is displayed.
Enter the appropriate Saved Set
Number, and click OK.
The transactions that pertain to that saved set are displayed in the results
form.
Select the transaction lines to be removed, and click Review.
The Control Desks In-Tray form is
displayed.
Select the lines again, and select Saved Set
Process for the Report Process action.
Providing one or more of the selected lines are part of a saved set, the
Saved Set Maintenance form is
displayed.
For the Saved
Set Function, select Delete Selected
Saved Set and click OK.
The 'Do you wish to remove' frame is
activated.
Select either All instances of this Saved Set
Reference to remove the whole saved set, or Selected Items Only to remove the saved set
reference from the transaction line(s) you have previously selected.
Note: This
process removes the saved set reference from transactions, and optionally
deletes the saved set details. It does not delete any transactions.
When finished, click Exit to close the Control Desks
In-Tray form, and click Re-enter Parameters or Exit to close the
Financials Inquiry form.
Note: Transactions within a saved set that have subsequently been allocated or no
longer fit the saved set criteria are automatically removed from the saved
set.