In this article, you will use the Process Scheduler to run the Create Statement process. Using Process Scheduler is a simple process. The 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.
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:
In this article, you will run the Create Statement process for the UGA Athletic Association.
Note: This article was recorded using sample values. Actual values may differ in the production version of the UGA Financial Management System.
Click the Classic Home tile.
To navigate to the Create Customer Statements page, select:
Main Menu > Accounts Receivable > Customer Interactions > Statements > Create Customer Statements
The Create Customer Statements search page is displayed.
The Create Customer Statements page is displayed. You will use this page to enter the Run Control ID for creating Customer Statements.
A Run Control ID is an identifier 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: You can use the same Run Control ID for creating future Customer statements, so you will want to enter an ID that is easily recognizable by you. 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: Enter "AR_CREATE_STATEMENT"
Click the Add button.
The Statements Parameters page is displayed. This page is used to enter the Report Request Parameters. These parameters will be used to define the processing rules and data to be included when the process is run.
Note: The Run Control ID you created is shown at the top of the page.
In the Report Request Parameters section, the As of Date field will default to today's date. You can change the date or leave the date as is.
Example shown here: Leave the date as displayed.
Example shown here: In the Unit field, enter the Unit ID "66001".
Enter the appropriate Unit ID in the Unit field.
Enter the appropriate information into the SetID field.
Example shown here: Enter "UGA01".
To locate the customer, click the lookup magnifying glass to the right of the Customer field.
Click the appropriate Customer ID link.
The Statement Group field defaults to All Statement Groups. Leave this field as displayed.
Click the Open Item checkbox.
Uncheck the Balance Forward option.
Click the Save button.
Click the Run button.
The Process Scheduler page is displayed. This page is used to enter or update parameters, such as process output format.
The Server Name field will default to the appropriate Server Name.
Click the checkbox next to the PS/AR Statements option.
Click the OK button.
Note: The Process Instance number appears.
This number helps you identify the process you have run when you check the run status.
Click the Process Monitor link.
The Process List page is displayed. This page is used to view the status of submitted process requests.
The current status of the process is Processing. The process is finished when the status is Success.
Click the Go back to Create Customer Statements link.
Click the Report Manager link.
The List page is displayed. This page is used to select which reports you want to create.
The Reports section of the page is updated with the Reports you processed in the previous steps.
To generate the Statement, click the .pdf Report link.
In the File List section, click the appropriate .pdf link.
A sample copy of the Statement the customer will receive is shown here for you to view.
Once you have reviewed the statement, you can close your browser to return to the Create Customer Statement pages.