Business Unit Transfer

The Transaction Date will default to today's date.

The Transaction Date is a Required field ().The user selects the Transaction Date by Left Clicking on the Drop Down List Box (). When this is done a list of available Transaction Dates will be displayed. Should the user not Select  a Transaction Date  and attempts to Process () the information the system will give an indication  () that this is compulsory information.

The Posting Date will default to today's date.

The Posting Date is a Required field ().The user selects the Posting Date by Left Clicking on the Drop Down List Box (). When this is done a list of available Posting Dates will be displayed. Should the user not Select  a Posting Date  and attempts to Process () the information the system will give an indication  () that this is compulsory information.

Enter the Reference Number - if Applicable.

Note:    

If the field is left blank, the system will generate an automatic incremented reference number according to the format and sequence that was set up in Accounting>Setup>Document Numbers.

Select the From Account.

Select the To Account.

Enter the Description (Prefix)

Select the applicable date.

Select the Student Grade - if applicable.

Select the Student Variable Group - if applicable.

Select the Payment Frequency - if applicable.

Select the Student Class - if applicable.

Select the Customer Variable Groups - if applicable.

Select the Business Unit from which the Transfer will occur.

Select the Business Unit to which the Transfer will occur.

Select the Customers - if applicable.

Process the Transfer.