In the Events workspace, you can search by event type and if you bring up Accounting Event Manager only, you can see an additional criteria specific to Accounting Event Manager events. Accounting Event Manager events are Eagle's powerful accounting report tool. You can use Accounting Event Manager to:
- Run events such as reports or tasks
- Administer time-dependent processes such as income accruals
- Set up specific portfolio or group of portfolio reports to be automatically generated and delivered
- Distribute reports based upon user-defined distribution channels such as Portal, email, FTP, File Copy or Print
- Set the storage location and viewer for previously run reports
You can schedule Accounting Event Manager events, submit with overrides to run ad hoc, and view run details. In the Monitor workspace, you can view the status of all Accounting Event Manager events, reprocess events that failed, and review and resolve any Accounting Event Manager exceptions. Accounting Event Manager events are also used in Eagle Job Management (EJM) processes that allow you to manage communication and data exchange workflows between Eagle and third party systems.
Create Accounting Event Manager Event
- In Automation Desk, click Events, Jobs, Schedule, or Monitor in the left navigation.
You can access the Create New Event functionality from multiple workspaces.
Click the Create New drop down and select Event or click the Create an Event row at the top of the workspace.
- In the Define dialog box, enter the name, select the Accounting Event Manager as the event type from the drop down, enter a brief description, and click Next.
- When you create a new Accounting Event Manager event or modify an existing one, you can define some event parameters, such as profile, result format, and the receipients of the results. Other tasks that can be added to the list include Data Transfer and Purge/Archive. To add one of these options to Events, click on an Add button with a green plus sign: