Batch Definition Options

Option

Description

Name

Enter a name for the batch.

Comment

Enter any comments that describe the batch.

Category

Select a category from the drop-down list. You can group batches by categories such as annual, monthly, and quarterly. To use this feature, you must set up the code values for the categories, and select the Group by Categories check box on the Configure dialog box. See Maintain Batch Information for details.

This batch is based on

In this section, you specify a batch level of entities or clients.

Entities/Clients. Select either Entities or Clients. A list of existing entities or clients appears, depending on your selection.

Custom Entities Filter. Use to create a criteria based batch at the entity level.

Custom Clients Filter. Use to create a criteria based batch at the client level.

Criteria based batches include rules for automatically determining which entities or clients are included in a batch. This makes it easier to manage new entities and clients as they are added to the system. Criteria based batches do not support batch overrides.

Hybrid Mode

The Hybrid Mode check box appears when you select Custom Entities Filter.

When you select Hybrid Mode, the batch is submitted for the entities specified in the batch and the Advanced Reporting engine is submitted for the clients that own the entity. For example, if a hybrid batch contains Entity A and Entity A is owned by Client 1 and Client 2, when the batch is submitted, two instances of the Advanced Reporting engine are initiated, one for Client 1 and one for Client 2. This feature allows all clients to have their reporting and distribution selections processed.

When the report is generated, both entity and client data is included in the report’s data set. If a custom archive rule is selected in any part of the batch process, the archive rule can populate both entity and client fields.

A hybrid entity batch is indicated by a PACE_MASTER.DBO.CR_SCHEDULES.USER_TYPE value of “H.”

The Batch Status window, which is used to monitor batch information, includes a field for the hybrid entity type.

The batch details section of the Batch Status window contains the Entity (Hybrid Mode) column heading, which displays the entity long name followed by the client name of the client that owns the entity. Configure the content of the client name is using the client identification option on the Configure dialog box. This dialog box is available when you click the Configure link. See Configure Batches for additional detail.

The workflow for hybrid batches includes approvals for the entities contained in the batch and approvals for the clients that own those entities.

The distribution logic of a hybrid batch mirrors the logic used by client level batches. See Distribute Client Reports for details on distributions.

Define Custom Filter

The Custom Filter dialog box appears when you click Custom Define Filter.

If you selected the Custom Clients Filter button, the Custom Filter dialog box displays field attributes created against the CLIENT table in the Field section of the dialog box.

If you selected the Custom Entities Filter button, it displays the field attributes created against the ENTITY table in the Field section.

Double click on a field to select the field. If a field is configured with a reference code, the code values are displayed in the Value section of the dialog box.

Use the fields and code values with arguments and operators in the key pad to define the criteria based batch and click OK.

Data that meets the filter formula is displayed on the Create New/Edit Batch dialog box. You can now select from the following links:

Edit Custom Filter. Select to edit the criteria based batch.

Clear Custom Filter. Select to clear the criteria and redefine the criteria based batch. You cannot save the batch without defining the criteria.

Evaluate Custom Filter. Select to preview the clients or entities that meet the filters’ criteria in the batch via the Entities/Clients dialog box. See the section Preview the Entities and Clients.