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Distribute Set - AR and GL - ARBTARDS

After a set has been created and is determined to be correct by verification of a set proof (ARBTARBP), the user must distribute the set into the system. There are multiple options for distribution (ARBTARDA, ARBTARDG, ARBTARDS); choice is dependent on need.

ARBTARDS is the preferred method of set distribution. When the entries of an AR set file are correct, this option provides a means to update the AR database with new charges and issues the required posting to the General Ledger database. This procedure generates the following reports:

  • Set Proof Listing

  • A/R Distribution Report

  • Report of entries added to the ARDB

  • A/R posting to G/L Report

  • G/L Audit Report

Please enter the name of your AR Set: Enter the name of the Set file.

Posting date in MM/DD/CCYY format: The system defaults to the current date. Alternatively, enter the desired date in MM/DD/CCYY format.

Would you like the Set Proof in short format? A YES will print a set proof with one line per transaction. Reply NO for multiple lines per transaction.

How would you like the set proof sorted? Select the method by which to sort the set proof. Sorting allows the user to group information as desired. Sorting DOES NOT determine what information will be shown; selection criteria do this. Sorting is used to determine the order in which the information will be shown. For each sort level requested, enter the menu number corresponding to the sort item. The sort hierarchy is processed left-to-right, with the left-most item referenced being the major sort and the right-most item the minor sort. Usually the major sort item is a field associated with the PE ID and not a detail field.

Print Total Lines for which sort level? If sorting on multiple fields, enter the level at which the system is to start showing totals lines. All levels above the one specified will automatically show totals. Enter 00 for a GRAND TOTAL only report.

On what total level would you like page breaks? Specify at which totals level the system is to enter page breaks.

Options

Enable Deferred Changes? A reply of YES will result in the system analyzing each transaction against the payment plans defined. If a transaction meets the payment plan criteria, the Set Proof will show multiple entries for each transaction. No changes are made to the set file. A reply of NO will disable the system from analyzing against payment plans.

Warn on Reference Totals? Y/N: A reply of YES will result in the system analyzing transactions to detect if a reference amount is out of balance, and print a warning on the set proof. A reply of NO will result in the system not printing any out of balance reference total warnings.

Would you like errors only on the set proof? A reply of YES will result in the system printing only the detected set errors on the set proof. A reply of NO will result in the standard set proof printing.





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