Creating a Payment Set (Saved Set)

To create a payment set:

  1. From SunSystems, select Payment Selection and Review (PYS)
    The Selection - Payment Selection and Review form is displayed.
  2. Define the appropriate selection criteria and click OK.
    The results are displayed on the Financials Inquiry results form.
  3. On Financials Inquiry results form, select the transaction lines to be added to the new payment set. To do this, hold down the Control key and click each line you want to select, or use the Shift and arrow keys to select a contiguous group of lines. Click Review.
    The transaction lines are displayed on the Control Desks In-Tray form.
  4. Select the lines to be processed.
  5. For the Report Process action, select Saved Set Process.
    The Saved Set Details form is displayed.
    A Saved Set Number is assigned automatically.
  6. Enter a Comment as appropriate, and click OK to confirm you want to continue with the process.
  7. 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.