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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:
In Accounting Center, in the left navigation pane, click Processing
and Exceptions > Global Processes.
You see the Global Process workspace. In the left navigation 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 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.
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.
Full View
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.
Loopbacks is selected by default.
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.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.
Research and Resolve Loopback Details when You Run a Global Process Manually
After you run a global process manually, you can review the results for the event's loopbacks in the pane at the bottom of the global process panel. You can research additional information about the loopback details with a Rejected status. Then, depending on reason for the rejection, you can attempt to resolve the issue, wait for another team to resolve the issue, or take other actions.
The exact workflow you follow to research and resolve a rejected loopback depends on the reason the loopback was rejected, who is responsible for correcting the issue, and your organization's operations practices. Some examples illustrate this. In one example, the loopback fails due to a missing FX rate. You can see the error description for the loopback details in the Exception Details tab, along with message details. If authorized, you can then use the Exceptions workspace to perform a Quick Fix for the event that needs repair, which supplies the missing rate and resubmits the rejected event. In a second example, the loopback fails due to an accounting period missing for an entity/basis. You can see the error description for the loopback details in the Exception Details tab, If authorized, you can then add the missing accounting period in Accounting Center. You can then use the global process panel or the Global Processes workspace to manually resubmit the global process for the appropriate criteria and ensure it processes successfully.
To review results for a global process that you ran manually:
- Run a global process manually in Accounting Center or Automation Center.
After you submit the panel, you see the Loopbacks pane at the bottom of the panel. - Click Full View if you want to view the selected lookback details in their own separate workspace,
You see the Summary and Details tab previously displayed in the Loopback pane in the Loopback Details workspace. - Click the row for the loopback you want to review.
- Click the Details tab,
For each rejected row, the Status column showsRejected.
- 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 can select 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.
- As you review loopback details, you can do the following:
- View the message stream for the loopback details
|- Close a rejection
- Override the loopback status
- Print or export loopback data
- Refresh loopback data
If you use Automation Center to run the global process, you can click the Show Exceptions option to open the rejection queue to display only the exceptions for a selected loopback detail.