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Work With the Maintain Batches Window
Create a Batch
Preview the Entities and Clients
Configure Batches
Overview of Distribution Logic
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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.
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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.
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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.
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You see the Clients dialog box
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if you created a criteria based client batch. If you created a criteria based entity batch, you see the Entities dialog box
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.
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Both the Entities
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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.
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Click Configure Fields to customize the columns on the Clients/Entities dialog box
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.
You see the Configure Fields dialog box.
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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
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to display on the Entities/Clients dialog box
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Double, 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.Click OK to save the field selections.
To remove a field from
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displaying on the Entities/Clients dialog box
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, double-click the field in the right pane of the
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dialog box or select the field and click the left arrow button. To remove all fields, click the left double arrow button
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.
To re-order fields
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, 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.
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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:
To define approval dependencies:
Click Define Approval Dependencies on the Reports tab of the Create New/Edit Batch dialog box.
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You see the Approval Dependencies dialog box
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.
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Click Fetch Associated to add approvals assigned to the batch directly, or to the clients or entities in the batch.
Click Fetch All. 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.
When you create a batch, the Selected Approvals section is populated by default. Selected approvals and the order in which they are to be approved are displayed in the Selected Approvals section. You can change the values in the Order column, making one approval dependent on another in the same stage. An approval with a greater order value is dependent on an approval with a lesser order value. The approval with the greater order value is not available for an approval status change until the approval with the lesser order value is marked as approved.
When creating a batch, the Selected Approvals section is populated by default. When editing a batch, use the Fetch buttons to populate the Selected Approvals section. This allows the process to function more quickly since most users do not add approvals when editing a batch.
Batch level approvals that are not assigned to the current batch are displayed in the Available Approvals section. To add other batch level approvals, drag them from the Available Approvals section to the Selected Approvals section.
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Internal dependencies exist in the batch process. After Run approvals are not available for approval until the batch has progressed past the imaging stage. Similarly, Post Distribution approvals are not available for updates until the batch has completed the Distribution stage.
Approval Dependency
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Right-Click Options
When you right-click, the Define Approval Dependencies dialog box displays a popup menu containing options that make the approval dependency set up process easier. See Figure 8: Define Approval Dependencies Right-Click Menu.
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