Loading Transactions from Ledger Interface

The SunSystems Order Fulfilment modules can generate and post journals to SunSystems Financials in two ways: online or batch. If the batch posting method is chosen the posting details are generated and stored, and must be manually selected for posting to Financials.

The transactions are selected for posting manually using the Ledger Interface Posting Control Desk. This function passes the selected journals, via the Control Desks In-Tray, to Ledger Import which posts them automatically.

The following steps are required to select and post transactions generated from Order Fulfilment:

  1. Select Batch Posting to Ledger (BPL) from SunSystems to display the batch selection window.
  2. Enter the selection criteria to determine the transactions you wish to post and click OK.
  3. The transactions awaiting posting that meet the selection criteria appear on the Ledger Posting Control Desk.
  4. Select the transactions to be posted.
  5. Select Action > Review to transfer the selected transactions to the Control Desks In-Tray.