GENERIC SETUP VARIABLE: USE SIMPLIFIED / COMBINATION PROCEDURES

GENERIC SETUP VARIABLE: USE SIMPLIFIED / COMBINATION PROCEDURES

An available feature in OpenRDA allows certain processes in Financial Management to be combined. When the Use Simplified / Combination Procedures is on/checked, the audit trails for receipts and transfers are no longer applicable. The verify/distribute/update process for receipts will set the verified, distributed, and bank rec updated flags (creating activity in Financial Management for posting and causing deposit records to create in the Bank rec module). In addition to the distribution report, the deposit report will be archived into Financial Management’s electronic filing cabinet (E-Documents). For transfers, deposit and electronic records are automatically created when the transfer record is added. ??Therefore, the combined process will result in verification and distribution. ??When using this combined process feature, undoing the distribution of a receipt/transfer will automatically undo the source user vierification. This feature was first introduced/announced in January of 2011.

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