Removing Transactions from a Payment Set

To remove selected ledger transactions from an existing payment set:

  1. From SunSystems, select Payment Selection and Review (PYS).
    The Selection - Payment Selection and Review form is displayed.
  2. Enter the appropriate Saved Set Number, and click OK.
    The transactions that pertain to that saved set are displayed in the results form.
  3. Select the transaction lines to be removed, and click Review.
    The Control Desks In-Tray form is displayed.
  4. 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.
  5. For the Saved Set Function, select Delete Selected Saved Set and click OK.
    The 'Do you wish to remove' frame is activated.
  6. 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.
  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.
    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.