Batch Process Details
Purpose
Batch processing relies on most tasks (End of Month rollovers are the exception), having available public [Preset]s that specify the task parameters, and for reports, the output option.
Note:
Report output option presets will require that the file location and a file name is nominated. The [Preset] set up will verify that the file location is valid. It is recommended that the file name date functionality is used to derive the file name. This will ensure each file name is unique and so does not overwrite a file created previously. The file location specified can be a location specific to each report/export user. If more than one user requires the same report, then it can be set up in the batch process for each user and the file location specified be the one used by a user.
Report output option presets will require that the file location and a file name is nominated. The [Preset] set up will verify that the file location is valid. It is recommended that the file name date functionality is used to derive the file name. This will ensure each file name is unique and so does not overwrite a file created previously. The file location specified can be a location specific to each report/export user. If more than one user requires the same report, then it can be set up in the batch process for each user and the file location specified be the one used by a user.
Once all required tasks have had the 
created, the batch process can be set up.
Access
- Batch Processing | Edit/View Batch Processes
Dialog Details
Details Specific Fields
| Field | Explanation |
Code | Enter a Code for the Batch Task e.g. EOM1 |
| Description | Enter a meaningful description for the Task e.g. End of Month Process |
Details Specific Function Buttons
[Button] | Explanation |
Click to add the
Batch Task to the Batch Process | |
Click to edit the
Batch Task selected | |
Deletes the Batch
Task from the Batch Process | |
Moves the Batch Task
up in the sequence order | |
Moves the Batch Task
down in the sequence order | |
Exports the Batch
Task Details |
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