Splitting a Transaction within a Payment Set

You can split a transaction within a payment set into two transactions, so that only part of the original transaction amount is retained within the payment set. A new transaction line is generated, containing the amount you enter to split, and is excluded from the payment set.

Note: The split process uses Account Allocations (ACA) functionality. Therefore, you may be required to select an appropriate Account Allocation form, and an appropriate Split form during the process, unless you have previously checked the 'Don't ask me again' check boxes whilst selecting those forms.

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 Financials Inquiry results form.
Select the transaction line to be split, and click Review.
The Control Desks In-Tray form is displayed.
Select the line again, and for the Report Process action, select Split Process.
The manual ledger allocation split process is initiated.

During the manual ledger allocation split, a new transaction line is generated, containing the split amount you enter, and is excluded from the saved set. The transaction line containing the remainder amount after the split remains within the saved set.
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.