Edit Process Results Settings

Results settings determine the disbursement date, post status, and post date of the results of a disbursement process. Results settings can also be used to create a selection from results.

1. On the Results settings tab of the Disbursement process page, select Edit. The Edit results settings screen appears. For a detailed explanation of the options, see Edit Process Results Settings Screen.

2. Select or enter the disbursement date.

3. Select a post status.

4. Select or enter the post date.

5. To create a selection, select Create selection from results. If you select this, then select a Selection type. Next, enter a name for the selection. Finally, select whether to overwrite the existing selection.

6. Select Save. You return to the Disbursement process page.