1.20.8 Chart of Accounts Handoff

This maintenance screen allows user to initiate the handoff job which will handover all transactions to external system and view the status.

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

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

   Figure 1-49 Chart of Accounts Handoff

   
   

   
   Description of "Figure 1-49 Chart of Accounts 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 of Accounts Handoff screen to filter the account handoff.
   For more information on fields, refer to the field description table.

   Table 1-49 Chart of Accounts Handoff – Field Description

   Field	Description
   Trigger ID	Specify the Trigger ID to view the particular handoff status. Filter based on Trigger ID.
   Branch Code	Branch code for which handoff to be done. Filter based on Branch Code.

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 handoff filter criteria.