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You can use the Accounting Center's Global Process workspace
to
run a global process manually. For example, you can submit the Approve Margin panel to perform global processing that approves variation margin.
To run a global process manually in Accounting Center:
- From the
In Accounting Center
, in the left navigation pane, click Processing and Exceptions > Global Processes.
You see the Global Process workspace. In the left navigation
You can select global process options grouped by
pane, you see global process categories such as Cash, Earnings, and Expenses
.
Click a category and then click
the name of the global process
that you want to run.
For example, click STAR to PACE Direct Processing and then click Transfer Data - Batch. You see the panel for the selected global process.Enter the criteria for the selected global process, and then click Submit.
You see the status of the event loopbacks in the Loopbacks pane
The
at the bottom of the panel. The Loopbacks pane in each global process panel has a Total Generated column that identifies the number of loopbacks processed. It includes a column for each processing status, such as Total Pending, Total Processed, Total Rejected, and Total Overridden. If the system generated no loopbacks (that is, the system found nothing to process), you see a message that no loopbacks were produced.
For each successfully processed row, the Status column shows Processed. For each rejected row, the Status column shows Rejected.
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WHAT IS THE WORKFLOW TO update a failed loopback? |
Review Results when a Loopback Fails
You can review and research information for loopback details with a Rejected status.
To review results for a global process that failed:
- Submit the global process panel, and review the results in the Loopbacks pane at the bottom of the panel.
- Click the the Summary tab, and review the Total Rejected column value.
The Total Rejected column identifies the total number of loopbacks you processed for the event with a Rejected processing status. - Click the Details tab,
For each rejected row, the Status column shows Rejected. - Right-click the rejected loopback detail row, and then click Show Loopback Details.
You see the Loopback Message tab and the Exception Details tab for the selected loopback details row. - Click the Exception Details tab.
The Exceptions Details tab provides a snapshot of what is in the rejection queue for this message. You see the following three tabs:
- Message Details. Provides information regarding the data elements and their associated values. Shows Tag ID, Name, and Value.
- Message Text. Shows the cryptic tag/value data sent to the engine.
- Error. Describes the error that occurred. - When you review loopback details, you can do the following:
- Override the loopback status
- Print or export loopback data
- Refresh loopback data
- Close the rejection from the Exception Details - If you want to open the rejection queue, click Exceptions in the left navigation and correct the problem that caused the rejection.
After the problem that caused the rejection is corrected, you can reprocess the event that initially failed.
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WRITERS NOTE: I previously saw the Close Exceptions Icon but now it's gone and a light grey box appears. Show Exceptions works in Automation Center but not in Accounting Center. It opens the Exceptions workspace. Describe now. .I don't see Open Rejection Queue. Explain how this works. |
Reprocess a Rejected Loopback
After you review loopback details with a Rejected status, you or another Eagle user can correct the problem that caused the rejection. You can then reprocess the rejected loopback.
To reprocess a rejected loopback:
You can select a rejected loopback detail in the Global Process, Monitor, or Loopback Details workspace, or in the Loopback Details pane of the global process panel.
You can select global process options grouped by categories such as Earnings, Expenses, and Settlements.
The following figure shows the Transfer Data - Batch panel.
To review the results for a specific event's loopbacks, click the row on the Summary tab, and then click the Details tab.
You see the loopback details for the selected event. Notice the Staus column shows the colored icon for the loopback processing status.If you want to view the selected lookback details in their own separate workspace, click Open in full pane mode.
You see the Summary and Details tab previously displayed in the Loopback pane in the Loopback Details workspace.Research and resolve the loopback details as appropriate.
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You can use Automation Center's Loopbacks workspace to run a global process manually. For example, you can submit the Approve Margin panel to perform global processing that approves variation margin.
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The legacy global process panel names you can view in Automation Center vary slightly from the global process panel names that you see in Accounting Center. |
To run a global process manually in Automation Center:
In Automation Center, in the left navigation pane, click Automation Desk > Monitor > Loopbacks.
You see the Loopbacks workspace.On the Home tab, in the View group, click Action Rules.
You see a list of categories for available global processes, such as Expenses, Earnings, and Settlements. If you created your own action rules for use in the Loopbacks workspace, you also see categories for those action rules.Point to a global process category, and then click the name of the global process you want to run.
You see the panel for the selected global process.
Enter the criteria for the global process, and then click Submit.
After you submit the panel to
run a global process, you see the status of the event loopbacks in the Loopbacks pane at the bottom of the panel.
The Loopbacks pane has a Total Generated column that identifies the number of loopbacks processed. It includes a column for each processing status, such as Total Pending, Total Processed, Total Rejected, and Total Overridden. If the system generated no loopbacks (that is, the system found nothing to process), you see a message that no loopbacks were produced.
If you want to view the selected lookback details in their own separate workspace, click Open in full pane mode.
You see the Summary and Details tab previously displayed in the Loopback pane in the Loopback Details workspace.To review the results for a specific event's loopbacks, click the row on the Summary tab, and then click the Details tab.
Research and resolve the loopback details as appropriate.