MB – Invoice Report

Miscellaneous Billing (MB) – Invoice Report

Overview

Follow the procedures in this section in order to add the ability to print the Miscellaneous Billing Invoice report directly from the Miscellaneous Billing Invoice entity in Govern. Any network printer can be used.

Documentation

to view the information in this page in a comprehensive document, open the following:

101-mb-rpt-003-MBInvoiceReport.pdf

Prerequisites

SAP Crystal Reports 1.3.0.12 or higher is required.

 

Read More...

 

General Settings Parameters for Reports

The Miscellaneous Billing Invoice report is available in Crystal Reports. For information on customizing this report, see Customizing a Report on page 4. Otherwise, the following setup is required.
To define the General Settings:

  1. Launch GNA.
  2. Select Parameters > General Settings Editor.
  3. Select Report from the Registry Filter.
  4. Select the Use Crystal Report option.
  5. Enter the path to the Reports folder for your deployment in the Standard Reports Path parameter.
  6. Enter the path to the Custom Reports folder if you have created one. For details, see Customizing a Report on this page.
  7. Enter the path to the log file in the Standard Log Path folder.
  8. Click Save.

For further details, refer to the GNA documentation.

Configuring the Report

The following report must be available in your deployment, before you can print invoices from the Miscellaneous Billing form:
101-rpt-003.rpt Miscellaneous Billing Invoice
This report is included with the FormReference.xml file and imported by the GNA > Import/Export Tool. The changes that you apply to the report in GNA, such as adding an alternative connection key and adding prompts, are not overwritten during the import process. If you want to create a new custom report in Crystal Report or SSRS, follow the procedure under Customizing a Report on page 4.
You can perform the following configuration to add a second datasoure connection key, prompts and criteria to the report. However, this is not a required step.
To configure the report:

  1. Launch GNA.
  2. Select Parameters > Report Parameters Editor.
  3. Select 101_rpt_003.rpt – Miscellaneous Billing Invoice in the tree view.
    This Report Editor reads the report and lists all the datasources referenced.
  4. Click Report Criteria to add a prompt or other criteria to the report. This is an optional step.
  5. Click Save.

Refer to the documentation on the Report Parameters Editor for further details.

Customizing a Report

You can create a custom report to use in place of the standard Miscellaneous Billing Invoice report. The custom report can be created in either Crystal Reports or SSRS. You can save this report to any network directory. You need to enter the path on the OpenForms General Settings > Report form Whenever you launch the report, it is executed from the Custom folder.
Use the following procedure:

  1. Create a new network directory for all your custom reports.
  2. Create the custom report in Crystal Reports or SSRS.
  3. Save your custom cash collection receipt report to this folder.
  4. Ensure that the custom report has the same name as the standard report:101-rpt-003.rpt Miscellaneous Billing Invoice.
  5. Launch GNA.
  6. Select Parameters > General Settings Editor.
  7. Select Report from the Registry Filter.
  8. Select one of the following:
  9. Use Crystal Report
  10. Use SSRS
  11. Enter the path to the custom reports folder that you created in the Custom Report Path parameter.
  12. Enter the path to the Reports folder for the standard reports.
  13. Enter the path to the log file in the Standard Log Path folder.
  14. Click Save.

Refer to the documentation on the Report Parameters Editor for further details.

Printing the Receipt

The receipt can be printed on any printer, either automatically or manually.
The information added to the receipt includes the following:

Account Details

  • Invoice Date
  • Due Date
  • Invoice No.
  • Account No.
  • Reference

Invoice Details

  • Description
  • Quantity
  • Amount / Qty
  • Sales Tax
  • Total per itm
  • Invoice Total

 

Configuring the Miscellaneous Billing Action Button

The following procedure describes how to add the Report Printing action button to the Miscellaneous Billing form. However, by default, this button is included on the form.
To add this action button:

  1. Launch the Govern OpenForms Designer (OFD).
  2. Open the Miscellaneous Billing (MB001) form.
  3. Select the Invoice Posted entity.
  4. Select the Action Button in the Controls explorer.
  5. Drag it to the top of the form.
  6. Click the ellipsis button beside Action text box.
    This opens the Extension Selector.
  7. Select Only show classes that implement the custom control interface.
    MsGovernOpenForms.CustomControls.dll is displayed under Assembly.
  8. Select ExportCrystalReports_Action on the right.
  9. Click OK.
    This information MSGovernOpenForms.CustomControl.dllExportCrystalReports_Action is displayed in the Properties tab for the Action button on the Miscellaneous Billing form.
  10. Expand the Misc. property and configure the following:
  11. Enter the printer name in the PrinterName property.
  12. Select 101-rpt-003.rpt – Miscellaneous Billing Invoice from the ReportCode property.
  13. Select the export type that you want to generate, such as PDF or Crystal Reports from the ReportExportFormat property.
  14. Expand the Tooltip property.
  15. Enter a tooltip to appear when the user hovers the mouse over the Miscellaneous Billing Invoice Print action button on the Cash Collection form.
  16. Click Save.
  17. Launch Govern and open the Miscellaneous Billing > Invoice Posted form to view the button.

The Miscellaneous Billing Invoice Print button is located on the tab at the top of the form.

Launching the Report from Govern

You can print the report directly from the Miscellaneous Billing form in Govern.
To print the report:

  1. Launch Govern.
  2. Open a Profile that includes the Miscellaneous Billing form.
  3. Open the Miscellaneous Billing form.
  4. Perform a search and load the required Miscellaneous Billing record.
  5. Open the Invoice Posted entity.
  6. Click the Miscellaneous Billing Invoice Print action button.

The report is printed on the printer configured in the Cash Collection Parameters form.

 

 

 

101-mb-rpt-003-invoice

 

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MB – Sales Tax Compute Process

Miscellaneous Billing (MB) – Sales Tax Compute Process

Overview

Run the Miscellaneous Billing Compute Sales Tax batch process, after changing the sales tax parameters on the Miscellaneous Billing General Parameters form. These parameters are saved by year. The batch process recalculates all unposted Miscellaneous Billing invoices that meet the following criteria:

  • Standard (one-time) Invoices
  • Recurring Invoices

Invoices with items that are subject to sales tax.
Are Invoiced for the year entered in the Year parameter.
All these invoices are recalculated with the sales tax definitions of the corresponding year.

For details on defining the sales tax , see Miscellaneous Billing General Parameters

 

Read More...

 

Accessing the Miscellaneous Billing Compute Sales Tax Batch Process

The Miscellaneous Billing Compute Sales Tax Process can be run from Govern, GNA (for testing purposes), or the Govern Scheduler.
To set up run the MB Compute Sales Tax Process from Govern:

  1. Launch Govern.
  2. Open a Profile that contains Miscellaneous Billing.
  3. Select the Miscellaneous Billing form.
  4. Enter the year, corresponding to the invoices that you want to update and the sales tax definitions, in the Year parameter.
  5. Do one of the following:
  • Click the the Run arrow to run the process immediately.
  • Click Schedule to set up a schedule to run the process at a later date or on a regular basis.

Verifying the Miscellaneous Billing Compute Sales Tax Batch Process

If you are running the Miscellaneous Billing Compute Sales Tax batch process from Govern, you can click the Processing tab of the batch process and verify the execution. A progress bar is displayed along the top and information and warning messages are displayed.

After the process has run, The End is displayed on the progress bar. You can review the error, warning, and informational messages. The latter include:

  • Starting and Ending Time
  • Number of Records Processed
  • User ID
  • Batch ID
  • Transaction Mode
  • Batch Process Name

 

Notes

Synchronous Mode
This batch process runs in Synchronous mode only. If it is configured to run in Asynchronous mode in GNA:

  • A warning message appears to indicate that the process is running in Synchronous mode.
  • An information message appears to indicate that the Transaction Type parameters is set to Asynchronous.

 

Executing the Miscellaneous Billing Sales Tax Computation Batch Process

The Miscellaneous Billing Sales Tax Computation batch process performs the following calculations sin order to update the unposted Miscellaneous Billing invoices. It is run on both standard (one-time) invoices and recurring invoices.

It is typically run when changes are made to the Miscellaneous Billing Sales Tax rates on the Miscellaneous Billing General Parameters form in GNA.

Compute

The computation is run on all standard (one-time) and recurring Miscellaneous Billing that are unposted.

The computation is run on all standard (one-time) and recurring Miscellaneous Billing that are unposted.
The following fields are calculated:

  • Total
  • Sales Tax 1
  • Sales Tax 2

For all items, the price is multiplied by quantity:
ITEM_PRICE * ITEM_QTY

The totals for the sales tax are calculated:
TOTAL_SALE_TX_1
TOTAL_SALE_TX_1

Notes

Sales Tax 1 and Sales Tax 2 are calculated only for items that are subject to sales tax.

This is defined on the Miscellaneous Billing Items form in GNA. For each item, the option Subject to Sales Tax 1 and Subject to Sales Tax 2 can be selected or deselected.

The Miscellaneous Billing Account, which is set up for an individual or a company, can be exempt from one or both sales taxes. This is defined on the Miscellaneous Billing Account form in Govern. For each account, the options Exempt #1 and Exempt #2 can be selected or deselected.

Related Information

 

Batch Execution

The batch program can be executed on demand or scheduled with Govern Scheduler.

During the execution, warning and error messages will be presented in the batch result grid.

  • On error, the misc. billing account id will be displayed in the message – to verify
  • For any error, double-click on the message to access the full text

Once completed, information will be displayed, that includes:

  • A unique batch audit ID
  • Application name and version, such as Govern Batch Processing, 6.0
  • Batch process name with any additional notes, such as parameters loaded
  • User ID
  • Date and time the process was started
  • Date and time the process was completed
  • Parameters and Options used
  • Total number of records read
  • Total number of records processed
  • Indication as to whether the process was successful or not

Log
A log of Miscellaneous Billing Accounts Computed will be generated. – need to verify if needed

Batch Processing (technical)

Before Executing Subprocesses:

  • Execute Subprocess
  • Error Reporting

In addition to the standard Batch Processing standard error reporting, the following will be validated:

 

What’s New

[6.0] Batch program created for OpenForms

Troubleshooting

The following is to help troubleshoot the batch process.

  • After changes, it is always best to compute for a small dataset
  • The parcel/account no. id is listed in the error message
  • Turning on the Govern Diagnostic Tool
  • Turning on the SQL Profiler Tool (system administrator)

 

See Also

The following information might be of interest

 

 

 

101-mb-bp-004

 

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MB – Configuration

Miscellaneous Billing (MB) – Configuration

Overview

This page describes the administrative configuration for the Miscellaneous Billing module. It includes a checklist and detailed steps for further information.

 

Miscellaneous Billing Configuration Checklist

The following table lists all the applications, forms, and steps required for configuring the Miscellaneous Billing module in Govern OpenForms.

 

Read More...

 

Application

Form

Steps
Deploy EZ N/A Run Deploy EZ. Open the Reports folder in the root folder of your deployment. Ensure that all reports required for Miscellaneous Billing are added to the deployment. Miscellaneous Billing reports include the Miscellaneous Billing Invoice (101-rpt-003.rpt).
For details, see Miscellaneous Billing Report.
Govern Business Entity Designer (BED) Business Models The Miscellaneous Billing Model contains the following entities:

  • MB_Master: This is the Root entity.
  • MB_InvoicePosted
  • MB_InvoiceUnposted
  • MB_RecurringInvoice

Perform the following configuration if required:

  • On the Model: Allow use in the Govern Query Tool.
  • On the Entities: Set rules for auditing and central notes

For more information, see the Business Entity Designer.
GNA General Settings Editor Open the GNA > Parameters > General Settings Editor > Report and ensure that the report parameters are defined. These include the folders for the reports and the log file.
For details, see Miscellaneous Billing Report.
GNA Report Parameters Editor Open the GNA > Parameters > Report Parameters Editor. Ensure that all report parameters are added for the Miscellaneous Billing Reports.
GNA Batch Process Editor Open the GNA >Editors > Batch Process Editor form and ensure that all batch processes for Miscllaneous Billing are defined and configured. These include:
Miscellaneous Billing Recompute Sales Tax.
GNA Department Maintenance Open the GNA > Department Maintenance form for all departments that are using Miscllaneous Billing.
Ensure that Miscellaneous Billing is selected under A/R Subsystems Allowed
GNA Profile Editor Open the GNA > Profile Editor form for all profiles associated with the department.
Ensure that Miscellaneous Billing is selected or deselected under A/R Subsystems Allowed for all Profiles as required.
Ensure that the Miscellaneous Billing form is added to all required Profiles.
Ensure that all Miscellaneous Billing Batch Processes are added to all required Profiles.
Ensure that all Miscellaneous Billing tree view, V_TREEVIEW_MB, is added to all Profiles, as required. This is optional.
Ensure that the Miscellaneous Billing Search is added under Default eGroup for all Profiles, as required. This is optional.
GNA General Settings Editor Open the GNA > Parameters > General Settings Editor and specify the number of characters in the default Account Number.
GNA Accounts Receivable General Parameters Set up Accounts Receivable (A/R) General Parameters for Miscellaneous Billing.
Set up the A/R General Parameters for Misc. Billing
GNA A/R Class Codes Set up Accounts Receivable (A/R) Class Codes for Miscellaneous Billing. See
A/R Class Codes
GNA User Validation Table Editor Verify the validation codes for the Miscellaneous Billing user validation tables.
GNA Miscellaneous Billing General Parameters Set up the Miscellaneous Billing General Parameters.
Miscellaneous Billing General Parameters
GNA Miscellaneous Billing Items Set up the Miscellaneous Billing Items. See
Miscellaneous Billing Items
GNA Miscellaneous Billing Categories Set up the Miscellaneous Billing Categories.
Miscellaneous Billing Categories
GNA Miscellaneous Billing Recurring Batch Codes Set up the Miscellaneous Billing Recurring Batch Codes
Create schedules for Miscellaneous Billing Invoices that are billed on a regular basis.
See Miscellaneous Billing Recurring Batch Codes
Govern Security Manager (GSM) N/A Set up the security for the Miscellaneous Billing administrative and user forms under your deployment.
Govern OpenForms Designer (OFD) . Miscellaneous Billing (MB001) Open the Miscellaneous Billing (MB001) form and configure the Miscellaneous Billing action button for printing the Miscellaneous Billing Invoice from the Miscellaneous Billing > Invoices Posted form.
Customize the form by naming and positioning the fields as required by your organization.
Customize the Browse screen, the Record Description, if required.
Make any required modifications to the form, such as repositioning the fields and renaming the labels.
Note: If you are making modifications, it is recommended to create a copy of the form, so that your changes are not overwritten.
For more information, see the OpenForms Designer.
OFD Open the Miscellaneous Billing form in Security Mode. Assign security permissions for all items on the Miscellaneous Billing form.
Assign security permissions for the Name and Address controllers in order to create and search for a name and / or create, search for, or delete an address.
Govern Miscellaneous Billing Account Create Miscellaneous Billing Accounts for required names in your municipality or organization.
For more information, see Miscellaneous Billing Account.
Govern Miscellaneous Billing Recurring Invoices Create Miscellaneous Billing Recurring Invoices for required accounts in your municipality or organization.
For more information, see Miscellaneous Billing Recurring Invoices.
GNA Copy to Year Open the GNA > Miscellaneous Billing > Copy to Year form. Ensure that the Miscellaneous Billing parameters, including the general parameters, categories, and items are copied from a previous year to the required year (as required by Miscellaneous Billing.
See Copy to Year.
Initialize Next Year Open the GNA > Miscellaneous Billing > Initialize Next Year form. Ensure that the Miscellaneous Billing recurring invoices are copied from a previous year to the required year (as required by Miscellaneous Billing.
See Initialize Next Year.
Govern Scheduler Verify the scheduled batch processes for Miscellaneous Billing
Govern Query Tool N/A Ensure that you can run queries on the entities

Detailed Steps

Setting Up a Department for Miscellaneous Billing

Adding the Miscellaneous Billing A/R Subsystem to the Department

It is necessary to add Miscellaneous Billing under A/R Subsystems Allowed for all departments that are using Miscellaneous Billing.
To select this option:

  1. Launch GNA.
  2. Select Parameters > Department Maintenance.
  3. Select the Department you want to update from the tree view on the left.
  4. Select the General tab.
  5. Select Miscellaneous Billing under A/R Subsystems Allowed.
  6. Click Save.
  7. Repeat steps 3 to 6 for all departments that use Miscellaneous Billing.

 

 

 

101-mb-config

 

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MB Product Map

Miscellaneous Billing (MB) Product Map

Version 6.x

Overview

The goal of the Product Map is to provide links to existing Miscellaneous Billing documentation.
This information is grouped around the Form Functionality or other stand-alone OpenForms Component ( Batch Process, Report, View, etc.).

Product Map

The following lists the product code documentations grouped by forms or by type.

 

Read More...

 

Section Status Product
Code/Page		 Description Process Name Supporting Info Quality Control Developer Technical Information
General 101-mb
101-mb-system		 Miscellaneous Billing Module Master
Master System Architecture and Configuration Requisites		 What’s New Configuration
Impact List
Visio MB Database Diagram		 101-mb Developer Specs & Questions
101-mb-config Miscellaneous Billing Administrative Configuration and Setup
101-mb-ofr OpenForms (OFR) System Configuration 101-mb-ofr 101-mb-ofr
101-mb-brules MB Business Rules 101-mb-rules 101-mb-rules
A/R Business Rules 101-ar-brules Accounts Receivable Business Rules and References

Transaction Types

Transaction Rules
A/R Object Errors G/L Transaction Rules
Standard Features
Features 101-mb-fea-004 Standard Dynamic Search Queries MB Group Std Features 101-std-fea-004 101-mb-fea-004 101-mb-fea-004
201-mb-fea-005 Online Payment of Miscellaneous Billing
101-std-fea-024 Standard Controller used for Link to Name and Link to Parcel How to setup 101-std-fea-024-ofr 101-std-fea-024
101-ar-fea-022 Standard AR Controller – Action Button – Create A/R How to setup 101-ar-fea-022-ofr 101-ar-fea-022
Miscellaneous Billing – Features
101-mb-fea-010 Sales Tax Computation
101-mb-fea-011 Misc. Billing Tax Lien Feature Feature not available. See Roadmap 101-mb-fea-011
Miscellaneous Billing – User Forms
Misc. Billing 101-mb-frm-001 Account Maintenance 101-mb-frm-001 101-mb-frm-001
101-mb-frm-002 Invoices (Unposted and Posted) 101-mb-frm-002 101-mb-frm-002
101-mb-frm-003 Recurring Invoices 101-mb-frm-0http://product-qc.govern.harrisgovern.com/101-mb-frm-00203 101-mb-frm-003
Recurring Invoices History Deprecated
Miscellaneous Billing – Administrative Parameters check–> GNA wiki Map
Parameters 103-mb-parm-General Misc. Billing General Parameters 103-mb-parm-General 103-mb-parm-General
103-mb-parm-Category Misc. Billing Parameter Category 103-mb-parm-Category 103-mb-parm-Category
103-mb-parm-Item Misc. Billing Parameter Items SY Registry USR Registry
A/R Parm A/R Deposit		 103-mb-parm-Item 103-mb-parm-Item
103-mb-parm-Recurring Misc. Billing Recurring Batch Code 103-mb-parm-Recurring 103-mb-parm-Recurring
103-mb-parm-Template Misc. Billing Templates for Land Management Feature not available. See Roadmap 103-mb-parm-Template 103-mb-parm-Template
103-mb-bp-005 Misc. Billing Copy to Year (see batch process) check–> 103-mb-copytoyear 103-mb-copytoyear
103-mb-bp-006 Misc. Billing Initialize Next Year (see batch process)
Miscellaneous Billing – Batch Processing Batch Processing
Batch Processes 101-mb-bp-001 Misc. Billing Posting to A/R (See also Features) MB_Post_AR 101-mb-bp-001 101-mb-bp-001
101-mb-bp-002 Misc. Billing Recurring Entry Posting MB_Post_Rec 101-mb-bp-002 101-mb-bp-002
101-mb-bp-003 Misc. Billing Lien Transfer MB_Post_Lien Feature not available. See Roadmap 101-mb-bp-003 101-mb-bp-003
101-mb-bp-004 Misc. Billing Compute (Recompute sales tax) MB_Compute 101-mb-bp-004 101-mb-bp-004
103-mb-bp-005 Misc. Billing Copy to Year (GNA) MB_CopyToYear 101-mb-bp-005 101-mb-rpt-005
103-mb-bp-006 Misc. Billing Initialize Data to the new year (GNA) MB_init_next_yr
Miscellaneous Billing – Standard Reports Reporting
Standard Reports 101-mb-rpt-001 Recurring Entry List mbrecurring.rpt Feature not available. See Roadmap 101-mb-rpt-001 101-mb-rpt-001
101-mb-rpt-002 Batch Posting Report standard report Use standard batch audit report 101-mb-rpt-002 101-mb-rpt-002
101-mb-rpt-003 Invoices mbinvoice.rpt
Miscellaneous Billing – OpenForms Standard STD Map
103-UT-005 Database Integration (System Tables, Corr. Scripts…)
103-UT-007 / 103-UT-008 EMT (Import / Export ) Utilities
103-UT-010 Database Extract Tool Utility
101-std-fea-027 Online wiki help for GNA Parameters
Miscellaneous Billing – System Options
202 mMobile Mobile Table Resources Feature not available. See Roadmap System Options (202) Tech

 

Related Topics

101-mb-bp-001

 

 

101-mb-map

 

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Miscellaneous Billing General Parameters

Miscellaneous Billing General Parameters

Setting Up the Miscellaneous Billing General Parameters

The Miscellaneous Billing General Parameters form is used for adding sales tax functionally to the Miscellaneous Billing module. You need to create at least one sales tax method. You can create two if required by your organization.

The Sales tax method is applied on all items that have the Subject to Sales Tax 1 or Subject to Sales Tax 2 option selected on the Miscellaneous Billing Items form.

See Module Map for a summary

 

Read More...

Notes

Year

The Miscellaneous Billing General Parameters, Items, and Categories are saved by year.

Sales Tax Exemptions

Sales Tax exemptions can be set up by item in GNA or by account in Govern.

To verify the items in GNA:

  1. Launch GNA.
  2. Select Application Configurations > Miscellaneous Billing > Items.

If the Subject to Sales Tax 1 or Subject to Sales Tax 2 options are not selected, the items are exempt from these taxes.

To verify the accounts in Govern.

  1. Launch Govern.
  2. Open a Profile that contains Miscellaneous Billing.
  3. Select the Miscellaneous Billing form.
  4. Select the Account entity.

If Exempt #1 is selected, the account is exempt from Sales Tax 1.
If Exempt #2 is selected, the account is exempt from Sales Tax 2.

Accessing the MB General Parameters and Defining the Sales Tax

To access the Miscellaneous Billing General Parameters:

  1. Launch GNA.
  2. Select the Year menu.
  3. Enter the year for the parameters that you want to view in the Current Year field.
  4. Select Application Configurations > Miscellaneous Billing.
    The Miscellaneous Billing General Parameters form opens.
  5. Select Activate Sales Tax to add sales tax functionality to the Miscellaneous Billing module.
  6. If you are applying two sales taxes in your organization, select one of the following tax methods from the drop-down list.
    The two taxes are either added or multiplied.
    Method 1: Amount X (T1 + T2)
    The two sales taxes are added together. Then, the total of the two taxes is applied on the amount charged.
    Method 2: Amount X * T1 * T2
    The first sales tax is applied on the amount charged.
    Then, the second sales tax is applied on this total. Note: If only one Sales Tax is used, it is always applied on the Amount Charged.
  7. Enter the tax rate, as a percentage, for the first tax in the Sales Tax 1 (%) parameter.
  8. Select an A/R Class Code for the first sales tax from the A/R Class drop-down list.
  9. Enter the tax rate, as a percentage, for the second tax in the Sales Tax 2 (%) parameter, if you are setting up two taxes.
  10. Select an A/R Class Code for the second sales tax from the A/R Class drop-down list, if you are setting up two taxes.
  11. Click Save.

Related Topics

For further information, see the following:
Miscellaneous Billing Items

Miscellaneous Billing Account

 

 

 

 

101-pc

 

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MB – Initialize Year Data Batch Process

Miscellaneous Billing (MB) – Initialize Year Data Batch Process

Overview

Govern OpenForms Miscellaneous Billing module is year based and the purpose of this functionality is to create the recurring invoices in choosen year for the invoices that have not expired.
The system will check the END date with the Current Menu date to make this determination.

The Initialize Year functionality is a Batch Process and like any other batch process, it can be setup by profile with role and user security, scheduled, monitored, etc.

  • The batch process name is [mb_init_year] and it will be created when the Verify Database is run for the first time after having deployed a 6.1.1609 deployment.
  • The batch process definition [103-mb-bp-006] is available using the import/export. (to be verified)
  • The same batch process can be setup in multiple batch process definitions (with different schedules, notifications, etc.)
  • The batch process definition can be setup as an Action Button or a Link item that can be placed on a standard Form or on the user Cool Bar.
  • See Standard Batch Process details Batch Program Setup or Govern Scheduler for more details

This batch process can be accessed from:

  • Govern Administrator (GNA), select Application Configurations, Miscellaneous Billing,
  • Govern, open Profile Batch Process tool box window

 

Read More...

 

Batch User Interface

The following user criteria will impact what invoices will be processed.
Selection Criteria
You can select criteria to refine the process or leave these fields blank to process all transactions.Year

  • Select the year for to copy

Recurring Code (Batch Name)

  • Enter the batch name or number for the records you are processing, or
  • Leave this field blank to process all transactions.
  • Mandatory

Category Code

  • Enter a category code to limit the process to invoices setup with this category code.

Issuing Department

  • Enter a department to limit the process to invoices setup/issued for this department.

Override Invoice Date

  • Used to override the invoice date that will be created.
  • If left blank will use the current date

The selection criteria for the From year is user persistent and will appear the next time the batch process is executed.
However, the destination year is not persistent, so this field will be reinitialized each time the batch process is executed

Batch Processing

General Batch Processing

  • The process definition can be executed in SYNC mode only and this mode will be forced or overridden upon execution.
  • The batch transaction Mode = “Roll Back If One Transaction Failed” is not supported. It will be “Continue If One Transaction Failed” by default

 

Records to be Processed

Only the recurring invoices meeting these rules will be processed:

  • Recurring Invoices for the specified year
  • User Profile Current Date is superior to the Recurring Invoices Effective FROM Date and inferior to the Effective TO Date or end date.
    • If Effective TO Date is blank, it will be set internally to 12/31 of the recurring invoice year.
  • User Profile Current Date must be in the 1/1 and 12/31 range of the selected year.

On Warning and Error Reporting
During the execution, standard warning and error messages will be presented in the batch result grid.

  • On error, the MB ID will be displayed in the message text. Note: Double-click on the message to access and copy the full text

 

On completion

The following standard information will be displayed:

  • Parameters and Options used
  • Total number of records read
  • Total number of records processed

Log File

At the end of the batch process, a log will be created:

  • Log file called mbInitializeYear.log

 

Troubleshooting

The following is to help troubleshoot the batch process.

  • After changes, it is always best to compute for a single year and small dataset
  • The parcel id is listed in the error message
  • Turning on the Govern Diagnostic Tool
  • Turning on the SQL Profiler Tool (system administrator)

 

Related Topics

 

 

 

103-mb-bp-006

 

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