Process Definitions

Process definitions are what is used for the Auto Run Process in order to run the various processes automatically. This can be set up for transaction imports, confirmations and document generation.

Generation

Selecting Setup>Process Definitions>Generation navigates to the Process Definitions screen.

These are the process definitions used to automatically Import, Enrich and Validate transactions. To add a definition, select the Add button. To edit a definition, select the edit button next to the name of that definition (

).

The user enters the name and description of the definition. The first action of the process is to import transactions. The user selects which import definitions to use.

Enrichments are run on all imported transactions. Next, the user selects which transactions to use in the import. This means that not all transactions need to be imported automatically, but can be done at a later time. The user selects the transactions to use with a Filter.

The selection can be tested by selecting the Test button at the bottom of the filter, after which a notification will appear that specifies the amount of transactions which will be imported with those filter conditions.

Then the user will need to specify which validations to use on the selected imported transactions.

Next, certain options need to be specified. These options include Transaction-, Instruction- and Execution options.

Lastly, this process definition can be scheduled to run at a certain time of day, or at certain intervals during a specified time period daily.

This scheduling can also be tested by selecting the Test button, after which the next run times will be displayed.

Confirmations

Selecting Setup>Process Definitions>Confirmations navigates to the Confirmations Process Definitions screen.

To add a definition, select the Add button. To edit a definition, select the edit button next to the name of that definition ().

Certain options need to be specified. These options include Transaction-, Instruction- and Execution options.

In addition to the above, the process definition can be scheduled to run at a certain time of day, or at certain intervals during a specified time period daily. It works in the same manner as described for the Transaction Imports.

Selecting Save will add or edit the definition. A definition can be deleted by selecting the delete () button. A prompt will appear to confirm the action.

Document Generation

Selecting Setup>Process Definitions>Document Generation navigates to the Document Generation Processes screen.

To add a definition, select the Add button. To edit a definition, select the edit button next to the name of that definition ()

The user enters the name and description of the definition. The user selects the transactions to use for the document generation with a Filter. The selection can be tested by selecting the Test button at the buttom of the filter, after which a notification will appear that specifies the amount of transactions which will be imported with those filter conditions.

Next, certain options need to be specified.

Lastly, this process definition can be scheduled to run at a certain time of day, or at certain intervals during a specified time period daily. It works in the same manner as described for the Transaction Imports.

Selecting Save will add or edit the definition. A definition can be deleted by selecting the delete () button.