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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.

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

      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 workspace to use a global process panel

    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.

    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 the event's loopbacks. 
    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.
  • 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

    When you run a global process manually, you can review and research information for loopback details with a Rejected status in the global process panel.

    To review results for a global process that failed:

    1. Submit the global process panel, and review the results in the Loopbacks pane at the bottom of the panel.  
    2. 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.
    3. Click the Details tab, 
      For each rejected row, the Status column shows Rejected iconImage Removed Rejected.
    4. 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.
    5. 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.
    6. 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
    7. If you want to open the rejection queue, click Exceptions to open the Exceptions workspace and correct the problem that caused the rejection. 
      If you are using Automation Center, you can open the rejection queue to display the exceptions for a selected loopback detail.
    After the problem that caused the rejection is corrected, you can reprocess the event that initially failed

    1. at the bottom of the panel.

    2. 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.

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

    4. Research and resolve the loopback details as appropriate.