What This Process Does


  • This process unposts activity from individual modules chosen by turning off the posted flag in the activity record and moving amounts from the posted to the distributed columns.
  • The only times this process would be necessary is when different users inadvertently run the same distribution process simultaneously and post the activity, or when the post activity process is duplicated..


Requirements


  • The activity being unposted must not be flagged for deletion.
  • The activity being unposted must have first been posted.
  • The Account Year Masters must not be flagged for deletion.
  • The Account Year Masters must be active.
  • The Account Code must not be flagged for deletion.
  • The Account Code must be active.


Unpost Activity


  1. Finance → Financial Management → Maintenance → Change → Undo Post Activity
  2. Flag the processes and transaction types you want to unpost.
  3. Enter in the fiscal year and range as needed.
  4. Click Run/Print Report (process wheel) to run the report.
  5. The Undo Post Activity Report will generate. Review the report for accuracy. If correct, click Cancel and then click the process wheel to set the posted flag to false. If not correct, click Cancel and do not set flags (click Cancel again).


FIELDSOpt.Rec.Req.Description
Undo Post for Which Records?——♦Flag the source processes you want to post
Range on Fiscal Year——♦The fiscal year of the records that will be unposted
Range on Processing Month—♦—The fiscal month the records were posted to
Range on Fund—♦—The fund the records were posted to
Range on Posted Date—♦—The date the records were posted
Range on Transaction Number—♦—The transaction numbers (found in the activity year masters of the account code) associated with the records you want to unpost
Opt. = Optional  Rec. = Recommended  Req. = Required