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You can use the Accounting Center's Global Process workspace or Automation Center's Monitor Loopbacks workspace to submit global processes for processing.

You can run global processes automatically or you can run them manually on an ad hoc basis. You can use this type of manual the manual processing for correcting or reprocessing global events that had incorrect date ranges or related scheduling problems. You can then review loopback summary and detail information to ensure successful processing.

HighlightWRITESR NOTE: global process panels now have 2 names

.

1 in acct ctr and 1 in auto ctr. do we just document the new acct ctr name?

Run a Global Process Automatically

Eagle clients typically set up and schedule global processes to run automatically. When you are setting up global processes to run automatically, you can create entry profiles for each global process you use, and then schedule those profiles to run on a regular basis. 

You can use the Accounting Center's Global Process workspace or Automation Center's Monitor Loopbacks workspace to monitor loopback activity for the scheduled global processes.

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Run a Global Process Manually in Accounting Center

You can use the Accounting Center's Global Process workspace

to use a global process panel

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

  1. In Accounting Center,

click Processing & Exceptions, and then click Global Process in the left navigation

  1. in the left navigation pane, click Processing and Exceptions > Global Processes.
    You see the Global Process workspace.

In

  1.  In the left navigation pane, you

can select

  1. see global process

options grouped by

  1. categories such as Cash, Earnings, and Expenses

, and Settlements

  1. .

  2. Click a category and then click the name of the global process

within the category

  1. 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.

  2. Enter the criteria for the selected global process, and then click Submit.

After you submit the panel to run a global process, you

  1. You see the status of the event loopbacks in the Loopbacks pane

. Review the results for the event's loopbacks.
The

  1. 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. The following figure shows the Transfer Data - Batch panel.

  • Click the the Summary tab, and review the total number and processing status of loopbacks processed.
    • Click the Details tab, 
    For each successfully processed row, the Status column shows Processed iconImage Removed Processed. For each rejected row, the Status column shows Rejected iconImage Removed Rejected.

    1.  

      Transfer Data - Batch panel with Summary tabImage Added

    2. 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.

      Transfer Data - Batch panel with Details tabImage Added

    3. 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.

    4. Research and resolve the loopback details as appropriate. 

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    Run a Global Process Manually in Automation Center

    You can use Automation Center's

    Monitor

    Loopbacks workspace to

    use a global process panel to

    run a global process manually. For example, you can submit the Approve Margin panel to perform global processing that approves variation margin.

    Info

    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:

    From the

    1. In Automation Center,

    click Automation Desk ,and then click Monitor in the left navigation

    1. in the left navigation pane, click Automation Desk > Monitor > Loopbacks.
      You see the

    Monitor

    1. Loopbacks workspace.

    Under Select Type,
  • Under Select Type, click Loopbacks if it is not already selected.
  • Click the Action Rules arrow to display a list of available global processes.
    You can select global process options grouped by categories such as Earnings, Expenses, and Settlements.
    • Point to a category and then click a global process within the category

    1.  

    2. 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. 

    3. 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.

    4. 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. Review the results for

    1. the

    event's loopbacks. 
    The

    1. 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.
  • Click the the Summary tab, and review the total number and processing status of loopbacks processed.
  • Click the Details tab, 
    For each successfully processed row, the Status column shows Processed iconImage Removed Processed. For each rejected row, the Status column shows Rejected iconImage Removed Rejected.

    • 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

    1. 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 iconImage Removed Rejected.
    • Right-click the rejected loopback detail row, and then click Show Loopback Details

    2. If you want to view the selected lookback details in their own separate workspace, click Open in full pane mode.
      You see the

    Loopback Message tab

    1. Summary and

    the Exception

    1. 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. 

    Highlight

    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:

    1. Select the rejected loopback detail that you want to reprocess. 
      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.
    2. Right-click the loopback detail, and then click Global Processing. 
      You can select global process options grouped by categories such as Earnings, Expenses, and Settlements.
    3. Click a category and then select a global process within the category.
      You see the panel for the global process. The panel options reflect the selected loopback details.
    4. Click Submit.
      After you submit the panel to rerun a global process, you see the status of the event loopbacks in the Loopbacks pane. 
    5. Review the results to ensure the loopack processed successfully.

    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.

    HighlightWRITERS NOTE: verify did not test

    1. previously displayed in the Loopback pane in the Loopback Details workspace.

    2. To review the results for a specific event's loopbacks, click the row on the Summary tab, and then click the Details tab. 

    3. Research and resolve the loopback details as appropriate.