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Click the Create New Batch link on the Maintain Batches window
You see the Create New Batch dialog box. The Batch Definition tab is displayed by default.
Complete the options on the Batch Definition tab.
Click Next to display the Scheduler tab and schedule the criteria based batch.
You see the Scheduler tab.
Select the Schedule this batch check box.
Complete the options on the Scheduler tab.
Click Next to display the Reports tab to specify which reporting packages you want to run for each month of the year.
You see the Reports tab.
Complete the options on the Reports tab.
Click Finish.
The entities or clients that match the criteria are automatically included in the batch details when the batch is submitted for processing.
Preview the Entities and Clients
This procedure describes how to preview the entities and clients specified in a criteria based batch. If the list is not what you expect, you can modify the criteria until the clients or entities are included.
Select the Evaluate Custom Filter link on the Create New/Edit Batch dialog box to preview the entities and clients you specified for a criteria based batch.
You see the Clients dialog box if you created a criteria based client batch. If you created a criteria based entity batch, you see the Entities dialog box. Both the Entities and Clients dialog box lists the clients/entities that meet the criteria you defined in the criteria based batch.To sort the clients or entities on the dialog box in ascending order, single click the column heading. To sort the clients or entities in descending order, double click a column heading.
Click Configure Fields to customize the columns on the Clients/Entities dialog box.
You see the Configure Fields dialog box.
If you created a criteria based batch at the client level, the Configure Fields dialog box displays the field attributes defined against the RULESDBO.CLIENT table. If you created a criteria based batch at the entity level, it displays the field attributes that have been defined against the RULESDBO.ENTITY table.
To select a field to display on the Entities/Clients dialog box, double-click the field in the left pane of the Configure Fields dialog box or select the field and click the right arrow button. To select all fields, click the right double arrow button.
To remove a field from displaying on the Entities/Clients dialog box, double-click the field in the right pane of the dialog box or select the field and click the left arrow button. To remove all fields, click the left double arrow button.
To re-order fields, select the fields in the right pane and use the Move Down and Move Up links to change the order of the selected fields.
Click OK to save the field selections. The selected columns are displayed the next time you display the Clients/Entities dialog box.
Define Approval Dependencies
Approvals are tasks that help you automate production of client reports. Complete the following procedure to define approvals:
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When you right-click, you see the Define Approval Dependencies dialog box. This dialog box displays a popup menu containing options that make the approval dependency set up process easier. Complete the options on the right-click menu.
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Option
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Description
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View approval
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Displays the View Approval dialog box. On this dialog box, you view information for the selected approval.
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View Approval Users
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Displays the View Approval Users dialog box. On this dialog box, you view approval definitions and users/business groups assigned to an approval. This allows you to preview the users who are responsible for the approvals in the current batch. You cannot make changes to the approval assignments here. Make changes on the Maintain Approvals window.
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Remove Approval
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Removes the selected approval from the dependency structure of the batch. This sets the Order value of the selected Approval to zero so that there is no dependency between this approval and other approvals in the dependency structure. The approval record is still generated for this approval when the batch is submitted. The approval is removed from the Selected Approvals section of the Approval Dependencies dialog box and can be retrieved using either the Fetch Associated or Fetch All button.
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Remove All Approvals
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Removes all the approvals from the dependency structure of the batch. This sets the Order value of all of the approvals to a value of zero so there is no dependency between the approvals, but the approval records are still generated when the batch is submitted. The approvals are removed from the Selected Approvals section of the Approval Dependencies dialog box and can be retrieved using either the Fetch Associated or Fetch All button.
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Ignore All Approvals
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This option selects the Ignore check box for all the approvals in the Selected Approvals section, and removes them from the dependency structure of the batch. This speeds up the dependency structure definition process. Individual approvals can then be activated in the dependency structure by deselecting the Ignore check box.
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Enable All Approvals
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This option deselects the Ignore check box for all of the approvals in the Selected Approvals section, making them part of the dependency structure of the batch. Individual approvals can be removed from the dependency structure by selecting the Ignore check box for the Approval. This feature speeds up the dependency structure definition process.
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Fetch Associated Approvals
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Approvals assigned to the batch directly, or to the clients or entities in the batch are retrieved.
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Fetch All Approvals
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For a client level batch, approvals assigned to the entities owned by the clients contained in the batch are retrieved. For an entity level batch, approvals assigned to the clients that own the entities contained in the batch are retrieved.
Table 6: Options - Define Approval Dependencies Right-Click Menu
Create and Edit an Advanced Report Profile Variation
To create and edit an advanced report profile variation:
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Select an Advanced
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Profile,
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right-click, and select Edit Advanced Report Profile.
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You see the Advanced Report dialog box
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.
On this dialog box, you can add entities or clients, date rules, date settings, and distribution settings. You can also submit an Advanced Report Profile. Like other Advanced Report Profiles, most of these settings do not impact Client Reporting, as the batch settings override the Advanced Report Profile level parameters.
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Editing an Advanced Report Dialog Box
Click the Batch Overrides tab.
The Batch Overrides tab appears. See Figure 10: Batch Overrides Tab.
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You see the Batch Overrides tab.
Right-click and select New Override from the popup menu.
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You see the the Advanced Report Override dialog box
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.
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Advanced Report Override Dialog Box
Right-click on the Selected Rules pane and select Add from the popup menu.
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You see the Select Advanced Rules dialog box
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. On this dialog box, you can add an Advanced Report rule as an override in the variation
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.
Click the Advanced Rules and click OK.
The rules are displayed on the Advanced Report Override dialog box.Enter a name for the variation in the Name text box.
Each variation in a single Advanced Profile must have a unique name. However, two separate Advanced Profiles can have variations with the same name.
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The Comments text box is optional.
Click OK.
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You see the variation you created
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on the Batch Override tab of the Editing an Advanced Report Profile dialog box.
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Editing an Advanced Report Profile Dialog Box - Batch Override Tab
Click Next.
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You see the Scheduler tab
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. Complete the
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options on this tab.
Click Next.
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You see the Reports tab
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. Complete the
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options on this tab. Click No if you do not want to submit the report.
Click Finish.
The Override column on the Reports tab of the Edit Batch dialog box is enabled. See
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the following section, Create a Batch
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Override, to apply the override to one or more of the recipients in the batch.
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Variation data is stored in the ADV_PROFILE_VARIATION table in the PACE_MASTER database.
Create a Batch Override
To create a batch override for one or more of the batch’s recipients:
Click the ellipses button in the Override column.
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You see the Batch Override dialog box
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.
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Note:
If you do not want the Batch Override dialog box to display contacts of the clients in a client level batch, you can enable the Hide Contacts from Batch Override screen check box on the Configure dialog box.
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Apply the variation to the recipients in the batch, including entities, clients, or contacts, using the Variation drop down list. Click OK.
The Override Column on the Edit Batch dialog box displays YES to indicate that there is a batch override.Click Finish.
View Advanced Report Variations
You can view Advanced Report variations by name for each recipient on the Batch Status window, which is used to monitor batch information. When you select an Advanced Profile, the name of the Advanced Report variation is displayed in the batch details section of the Batch Status window for package level recipients who have a batch override configured in the batch. The Batch Status window in Hybrid mode contains a field for the hybrid entity type. See Figure 15: Batch Status Window - Hybrid Mode.
The batch details section of the Batch Status window contains the Entity (Hybrid Mode) column heading, which displays the entity long name followed by the client name of the client that owns the entity. The content of the client name is configured using the client identification option on the Configure dialog box. This dialog box is available when you click the Configure link. See Configure Batches for additional details.
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Batch Status Window - Hybrid Mode
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This information is also displayed on the Review Batch dialog box. See Monitor Batches for details on the Batch Status window and Review Batch dialog box.
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You can preview batch distributions by right clicking on the Advanced Report Profile in the Reports tab of the Edit Batch dialog box. You see the Batch Distribution Preview dialog box.
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Batch Distribution Preview Dialog BoxInformation includes client/contact names, advanced report profiles, variations, communication types and values, file formats, distribution categories, and entity names. You can also preview batch distributions from the Maintain Batches window. Select the batch and click the Preview Distributions link.
Configure Batches
The Configure link on the Maintain Batches window displays the Configure dialog box. See Figure 18: Configure Dialog Box - Maintain Batches Tab.
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A description of the options on the Maintain Batches tab follows.
Option | Description |
Use this Custom View | Select a custom view for display, if defined. |
Filtering Batches by Type | Filters batches by entity, client, and hybrid batch mode. |
Show Only My Batches | Displays only your batches on the Maintain Batches window. |
Group by Categories | Groups batches on the Maintain Batches window by category, such as annual, monthly, or quarterly. Any category that does not contain a batch is hidden. If a batch does not have a category assigned to it the category column displays <unknown>. To set up a code value for the category, see Set Up the Code Values for the List.. |
Hide Contacts from Batch Override Screen | The Batch Override dialog box is used to override an Advanced Report Profile for one or more recipients in a batch. When you enable the Hide Contacts from Batch Override screen check box, the Batch Override dialog box does not display contacts of the clients contained in a client level batch. |
Filter Batches by Update Date | Filters all batches by an update date such as today’s date. |
Adhoc Batch submission default to prior month end | The Adhoc Batch submission default to prior month end check box allows you to default the submission of an ad hoc batch to the prior month end date. See “About Defaulting Ad Hoc Batch Submissions” for details on this feature. |
Page size | Specifies how many items you want to display per page. |
Change Visual Settings for this View | Saves any filter settings that you changed. If you do not select this option, changes you make to filters will not be saved when you next log in. |
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The following table describes the options on the General tab.
Option | Description |
Use this as a Startup View | Select which window you want to view on start up. |
Client Identification | Select the Client ID and Client Display Name check boxes to display the client ID and client name on windows for identification purposes. |
Display contacts using this color | Select this link to display contacts in a different color for easy identification |
Select an additional Client column | Select additional client related columns to display. |
Save most recent settings when closing | Select this check box to automatically save your most recent settings when you log out of Client Reporting. |
Enable the diagnostics feature for troubleshooting | Select to access the Diagnostics menu. When you select this check box, the Diagnostics menu appears next to Quick Links. See Use the Diagnostics Options for more information. |
Reset All Settings | Click this button to reset your saved preferences, including window filters and sort settings, grid control settings, and default view settings. |
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If you selected the Enable the Diagnostics Features for troubleshooting option, a Diagnostics menu appears next to Quick Links. The Diagnostics area contains the following options.
Option | Description |
Enable Logging | Select to enable application server logging. After you select this option, the View the Log File option becomes available. Select View the Log File to check details of the log. |
Common Components Options | Options in this section include Show Application Components & Files, Show System Items & Values, and Show Stored User Preferences & Values. |
Application Server Options | Options in this section include Show Configured Servers, Show Connected Server Detail, Disable SQL Logging for this Connection, and View Current Log File. |
Data Engine Server Options | Options in this section include Show Configures Servers, Show Event Configuration, and Show Events Configured by Active Server. |
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Use the options on the Print Options tab as described in the following table.
Option | Description |
Orientation | Select either Portrait or Landscape |
Margin | Set the margin. |
Print Gridlines | Select this check box to print gridlines. |
Print Column Heading | Select to print column headings. |
Show Printer Selection Dialog | Select to make the printer selection dialog box visible. |
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