Automation of Revenue Accounting Processes

Revenue Accounting processes can be scheduled to automatically run in the system. The Revenue Accounting Processes task is a scheduled task that automates the executing, committing, and posting of accounting runs.

  1. Creating a Scheduler Group

    A scheduler group needs to be created first before adding or creating a task configuration. To set up the Revenue Accounting Processes scheduler task, you need to create a group or use an existing scheduler group in the system. The Group Configuration tab lists the currently available scheduler groups in the system. Each scheduler group can contain a task or group of tasks with related processes.

  2. Adding Tasks in Task Configuration

    Once the scheduler group is created, you can now add a task configuration in the Task Configuration tab. You can access the Task Configuration tab when a scheduler group (Group Name) is selected on the Group Configuration tab. You need to have the appropriate duty code to add and configure the Revenue Accounting Processes task.

  3. Configuring Tasks in Task Config
    To configure the schedule of the Revenue Accounting Processes task, set the following details in the Task Config screen:
    • Select Revenue Accounting Processes in the Task name drop-down menu.
    • Enter a specific Task Description for the task. For example, Non CASS.
    • Make sure that the Is Active check box is not selected until the advanced configuration setup is complete.
    • Select the Time Zone from the drop-down menu. The time zone determines the time the process will run at the specified location.
    • Select the Time/Date radio button.
    • Set the Execute Time and Execution Date.
    • Select the Task can be run after scheduled time check box. This setting ensures that if the server is down for maintenance during your specified time, the process will still run when the server is restarted.
    • Specify the Alerts information for the specific task. You can add email alerts for the specified events.
  4. Adding Processes to the Revenue Accounting Processes Task or Uploading Multiple Processes to the Revenue Accounting Processes Task

    You can define several processes for a specific accounting run in the Advanced Configuration tab. Fields or filters for each process or Process Name may vary depending on your system configuration. Some fields may not be applicable or disabled for certain processes. The Automation Level of a process can be any of the following: EXEC, COMMIT, POST, EXEC COMMIT, COMMIT POST, and EXEC COMMIT POST.