Batch Task 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
Select the required module, Select the required task 
Details Specific Fields
| Field | Explanation |
Task | Will default to the name of the task selected on the previous dialog |
| Description | Enter a meaningful description for the task. This will have defaulted to the Task name. E.g. If the Account Status Report has been selected, this description may say “End of month Accrued Interest Position’ |
Continue if Batch Task Fails | Check this on if the remaining tasks in the batch should still be completed if an earlier task fails Leave blank if the remainder of the batch should fail if this task does not complete E.g. If the batch included posting routines and month end resets, the failure of one task may determine that the process should not continue to run |
Ignore validation warnings | Check this on if Preset validation warnings should be ignored during the batch process E.g. A Preset validation warning would be invoked if a month end date was greater than or equal to today, indicating that the month end for that system has already been rolled Note: Validation errors, such as incorrect file paths for output, mandatory preset fields remaining blank or invalid posting dates will stop a batch initiating at all |
Preset | Dropdown for selection a list of presets that are currently associated with the task selected or All reports must have a preset selected Note: Some processes (such as the End Of Month reset) do not require a preset Presets must be public If a preset is incorrect, an error message will appear when the OK button is clicked Please see Resolving Error Messages for assistance with this |
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