UB Batch Process Computation

Utility Billing (UB) Batch Process Computation

Version 6.0 and Version 6.1 – (In Development)

Overview

The Utility Billing Computation process has two stages: the Tentative Computation and the Posting to A/R. Perform the Tentative Computation to calculate readings and services and view the results before posting them to A/R. You can then make any required modifications before finalizing the process.

  • Utility Billing Tentative Computation: Run the Utility Billing Computation process to calculate readings and services without posting them to the Accounts Receivable (A/R).
  • Posting to A/R: Run the Posting to A/R batch process to finalize the Utility Billing computations and to transfer the results to the Accounts Receivable sub-system.

 

 

101-ub-bp-005

 

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BP – Standard Attachments and File Transfer

Standard Batch Process – Attachments and File Transfer

Version 6.0

Overview

Batch programs can generate reports and files. It is possible to send these attachments by email and to specify the path where they will be copied.

Setting a Path

You can define a network or local path for saving the files and/or reports that are generated by the selected batch process. You can also enter an ftp address for these attachments.
This is useful for batch processes that generate an attachment, such as a csv or text file. For example, information about tax accounts with an overdue balance could be extracted from the database and copied to a csv file by a batch process.
You can specify the local or network path for this file and / or upload it directly to an ftp site where it can be made available to the bank.

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Copy Attachments to Path

Select Copy Attachments to Path if you want to copy the attachment to a specific folder on the network or server. Click the ellipsis button and enter the path to the server or network folder where you want to save the exported file.

  • For each batch definition, you can now specify the path and folder where the attachments (logs & output files) are to be copied.
  • IMPORTANT FOLDER SHARING: These folders need to be shared with Read/Write access granted to the users that will run the batch process AND to the server that hosts the Batch Scheduler Service. (To grant access to a server, use the format SERVERNAME$).
  • Ensure that you enter the path in UNC format.

NEW! Archive Folder

You can now specify a folder (local or network path) that will be used as a central location to archive the files that served either as input or output in a batch program execution. Optional feature that must be implemented in the batch (standard or custom) program.

The Archive Folder is set in Govern OpenForms General Settings (SY REGISTRY):

  • [Filter] Batch Process – [Section Name] Batch Process – [Key Name ] Archive Folder

FTP Address for Attachments

FTP Specification

The following data needs to be entered:FTP Address

  • Enter the address of the ftp server.

FTP Folder

  • Select the folder and any subfolders for the files.

User Name

  • Enter the user name for the ftp account

Password

  • Enter the password for the ftp account

Port

  • Enter the Port Number for ftp communications. The default is 21.

Timestamp

Select Add Timestamp if you want to add a timestamp to the file This is appended to the file name, using the following format: Filename_YYYY_MM_DD_HH-MM-SS.File Extension, where

  • Filename is the name of the file.
  • YYYY are the four digits reserved for the year.
  • MM are the two digits reserved for the month.
  • DD are the two digits reserved for the day.
    • HH are the two digits reserved for the hour. This uses the 24-hour clock format.
    • MM are the two digits reserved for the minutes.
    • SS are the two digits reserved for the seconds.

File Extension

The file extension can be any format supported by OS and ftp site. Csv and txt are typical.
Following is an example of a file generated by a batch process.
InvoiceCloudInvoiceReport_UB_2013-05-22_12-07-42.csv

 

 

100-bp-Attachments

 

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BP – Execute Query

Batch Process – Execute Query

Overview

Standard Batch Process and Definition to execute a query.

 

 

101-std-bp-003

 

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BP – Export Name to Email

Batch Process – Export Name to Email

Overview

In Development

 

 

101-std-bp-004

 

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BP – Schedule a Report

Batch Process – Schedule a Report

Overview

Standard Batch Process and Definition to execute a query.

 

 

101-std-bp-006

 

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BP – Test Batch Process

Batch Process – Test Batch Process

Overview

Standard Batch Process and Definition to execute a query.

 

 

101-std-bp-007

 

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BP – Send Emails using Email Template

Batch Process – Send Emails using the Email Template

GA 6.1.1706

Overview

This process allows the sending of emails in batch for the current dataset. Although emails can be sent in all batch process definitions, this batch process allows the use of the Email Template.

  • Saved Datasets, Govern ID, Year ID, Frozen Id, and other Business Entity ID [Filter Detail List to be verified ]

 

 

101-std-bp-009

 

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