Edit Results Settings

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

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

  2. To set the disbursement date, enter the number of days after the process date.

  3. Select a post status.

  4. To set the post date, enter the number of days after the process 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 template page.