Moving the Payment Records to the Staging Area

Procedure

To move the payment records to the staging area:

  1. Search for the payment data file in the Payment Upload screen.
  2. In the Search Results section, click the Move to Staging (The Move to Staging Icon) icon in the Move to Staging column corresponding to the payment data file whose records you want to move to the staging area.

    A message appears confirming whether you want to move all payment records to the payment upload staging area.

    Note:

    The Move to Staging icon appears when:

    • The status of the payment data file is Validated.

    • There are no invalid records in the payment data file.

    • The Disable Move to Staging check box is not selected in the respective file type.

    The system allows you to move only valid and error records of a payment data file to the staging area. If a payment data file contains an invalid record, you cannot move any record of the payment data file to the staging area.

  3. Click OK in the message box.
    A message appears indicating that the payment records are successfully copied from the pre-staging to staging area.
  4. Click OK in the message box.
    The status of the payment data file is changed to In Staging. In addition, the status of the payment records in the pre-staging area is changed to In Staging and the status of the deposit control, tender control, and payment tender staging records is set to Pending.

Related Topics

For more information on... See...
How to search for a payment data file Searching for a Payment Data File