Post Calculations

Navigate:ClosedBusiness Revenue > Batch Processes > Batch Posting > Post Calculations

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Here is a flowchart of Business Revenue > Batch Processes > Batch Posting.  Common Actions are included only if critical to completing the task. Obvious actions, such as Save, Previous and Close, are not  included in the flowchart.

 

Description

Define the selection criteria, posting options and scheduling options for posting calculations after performing batch Charge Calculation.

SETUP: See Business Revenue, Business Setup, Batch Processes, Batch Posting, and Business Maintenance for any applicable prerequisites, dependencies and setup information for this task.

Steps

  1. Click on the Selection Method.

  2. Click Selection Criteria to navigate to the Search Criteria Group List screen. Define the tax year, select the criteria group, and do a row count on that screen. Click Previous to return to this screen.

  3. Enter the Effective date of posting.

  4. Enter the Schedule date or accept the current date default.

  5. Click Finish to submit the process to batch, which opens the Monitor Batch Processes screen on which you can select and view the Confirmation Detail Report to view processing statistics.

    • Click Close to end the task.

Common Actions

None.

Related Topics

Batch Processes

Batch Posting

Search Criteria Group List