In this article you will use the Process Scheduler to run the Aging Detail by Unit Report. Using Process Scheduler is a simple process. Process Scheduler's primary role is to support the UGA Financial Management Systems application environment. It is used to run processes, including programs, batch programs, reports, and so on. This article focuses only on running a report.
In this article you will Run the Aging Detail by Unit Report.
Note: This article was recorded using sample values. Actual values may differ in the production version of the UGA Financial Management System.
First, log into the Financial Management System
Click the Classic Home tile.
To navigate to the Aging Detail by Unit Rpt page, select:
Main Menu > Accounts Receivable > Receivables Analysis > Aging > Aging Detail by Unit Rpt
Example shown here: a new Run Control ID.
Click the Add a New Value tab.
The Aging Detail by Unit Rpt search page is displayed. You will use this page to enter the Run Control ID for Running the Aging Detail by Unit Report.
A Run Control ID is an identifier (name) that identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures when a process runs in the background, the system does not prompt you for additional values.
Note: To use the same Run Control ID for future jobs where you want to run the Aging Detail by Unit report, you will want to enter an ID that you easily recognize. One good option is to start with the initials of the module you are working in, followed by the name of the process.
Enter the appropriate information into the Run Control ID field.
Example shown here: "AR_AGING_DET_UNIT " in the Run Control ID field
Click the Add button.
The Aging Detail By Unit page is displayed. From this page, you can select the parameters you want to use to run the report.
In the Report Request Parameters section of the page, the As of Date defaults to today's date. This is the date you want the system to use to run the aging details. Leave this date as displayed.
Enter the appropriate information into the SetID field.
Example shown here: " UGA01 " in the SetID field.
Enter the appropriate information into the Aging ID field.
Example shown here: " STD " in the Aging ID field.
Leave the Amount Type field as populated.
Enter the appropriate information into the Rate Type field.
Example shown here: " CRRNT " in the Rate Type field.
Leave the Display Option field as displayed.
Enter the appropriate information into the Business Unit field.
Example shown here: 66001 " in the Business Unit field.
Click the Save button.
Click the Run button.
The Process Scheduler Request page is displayed. From this page you can select which process to run in queue.
The Server Name field will default to the appropriate Server Name.
Make sure that the Aging Detail by Business Unit checkbox is selected.
Click the OK button.
Click the Process Monitor link.
The Process List page is displayed. This page is used to monitor the status of the process.
The selected process is displayed with "Queued" in the Run Status field.
Click the Refresh button several times or until the Run Status field displays "Success" .
To view the report, click the Go back to Aging Detail by Unit Rpt link.
Click the Report Manager link.
The View Reports For page is displayed. In the Reports section, click the Report you want to view.
Click the appropriate Report link.
The File List section is displayed. Click the appropriate .PDF link.
If you receive a message asking if you want to Open or Save the file, you can do either. Example sown here: Open the file.
Click the Open button.
The Aging Detail by Business Unit Report is displayed. The report gives you the Invoice number, Invoice Date, Amount, and Aging periods for this Business Unit.
Additional Information:
Process Scheduler enables you to run reports easily and efficiently, without interruption to your workstation. A report can be running while you are reconciling financial data in a spreadsheet or entering transactions into the UGA Financial Management Systems database.
Basic Process Scheduler terms include: