Revised:  10/07/2024

Deleting Groups

ReferencesReferences

Overview

This process is used to delete pending item groups. Groups cannot be deleted after they have posted; if a group has been posted, the employee must either unpost the group prior to deleting it, or make the correction using a credit/debit memo.

These instructions assume deleting groups before the AR Batch Process has run. In the case of deleting a group tossed out as an error (say, a duplicate) by the AR Batch Process, this process would begin from the Online Error Correction page. Only use this process if the entire group is a duplicate, or if every item in the group has errors and starting over is preferred. After determining the group is a duplicate, navigate to the External Pending Items page and start with step 5 of this process.

Steps

• https://ohid.ohio.gov/wps/myportal/gov/myohio/ > Financials > NavBar > Menu > Accounts Receivable > Pending Items > Change Pending Group Action > External Pending Items

1. Enter search criteria that will help find the desired Group.
   • The Group Unit field is mandatory.
2. Click Search.
3. Click the desired Group in the Search Results to open it.

• The Group Control tab displays.

4. Review the Group Control tab to verify the correct entry has been selected.
5. Click the Group Action tab.

• The Group Action tab displays.

6. Click Delete Group .

• A warning message displays.

7. Click Yes.
8. Click Save .
9. Click Return to Search .
10. Perform a search following steps 1- 9 to verify that the group can no longer be found.