1.20.2 Chart Account Handoff

The maintenance screen allows you to initiate the handoff and view the handoff status.

Specify User ID and Password, and login to Home screen.

1. From Home screen, click Core Maintenance. Under Core Maintenance, click External Chart Account.
2. Under External Chart Account, click Chart Account Handoff.
   The Chart Account Handoff screen displays.

   Figure 1-43 Chart Account Handoff

   
   

   
   Description of "Figure 1-43 Chart Account Handoff"

   
   
3. Click the Search icon, and select the branch code from the list to initiate the handoff.
4. Click the Handoff button to initiate the handoff for the selected branch code.
   The Handoff initiated popup screen displays.
5. Specify the fields on Chart Account Handoff screen to filter the account handoff.
   For more information on fields, refer to the field description table.

   Table 1-43 Chart Account Handoff – Field Description

   Field	Description
   Trigger ID	Specify the Trigger ID to view the particular handoff status.
   Branch Code	Click the Search icon, and select the branch code to view the handoff status.

6. Click Search button to search and view the account handoff details.
7. Click and select the Retry to re-initiate the account handoff for the given trigger id.
8. Click the Reset button to clear the account hand-off filter criteria.