Run Global Processes

Owned by Nancy Cohn (Deactivated)
Last updated: Jul 27, 2023
4 min read

You can use the Accounting Center's Global Process workspace or Automation Center's 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 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.

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 Loopbacks workspace to monitor loopback activity for the scheduled global processes.

Run a Global Process Manually in Accounting Center

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:

  1. 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.

  2. 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.

  3. 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. 

    Transfer Data - Batch panel with Summary tab

  4. 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 tab

  5. 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.

  6. Research and resolve the loopback details as appropriate. 

Run a Global Process Manually in Automation Center

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.

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:

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

  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 at the bottom of the panel.

  5. 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.

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

  7. Research and resolve the loopback details as appropriate.Â