Batch Tasks

This chapter describes all pages for the Batch tab in the Role Centre.

Basic structure: A batch billing plan consists of different batch billing steps for creating, releasing and posting the invoice. The first batch billing step of a batch billing plan includes filtering to ensure that only the correct subscriptions are processed. The batch billing plan creates a billing batch during manual or automated execution. The results, i.e. created documents or errors, are stored in this batch.

Invoice Batch

You can bill all active subscriptions that are due via an invoice batch. An invoice batch is also created in the background for invoices that are created manually from a subscription.

Ill. invoice batch card

The Register General has the following fields:

Ill. invoice batch card Tab General

Field	Description
No.	Specifies the number of the invoice batch.
Description	The description is filled in automatically, but can be changed.
Source type	Specifies whether subscriptions are filtered by filter fields or by their affiliation with an import.
Creation date	Specifies the creation date of the invoice batch.
Status	Indicates whether the invoice batch has just been created, is being processed or has been closed. The first status is set by the application; the other statuses can be set manually by the user.
Posting date	Specifies a fixed posting date for documents created by the invoice batch.
Document date	Specifies a fixed document date for documents created by the invoice batch.
Delivery date	Specifies a fixed shipment date for documents created by the invoice batch.

The Tab Filters has the following fields:

You can define various Filters here if you only want to bill certain Subscriptions.

Ill. invoice batch card Tab Filter

Field	Description
Key date calculation	Select a calculation method to automatically set a date filter for the subscriptions. You can also leave the calculation method blank and enter a date filter manually.
Key date filter	Specifies a date filter that determines how the subscriptions that are to be part of this batch recalculation are calculated. The date filter is applied to the next billing date.
Billing Frequency Code	Specifies a filter for the billing period.
Subscription Period Code	Specifies a filter for the subscription term.
Subscription type group	Specifies a filter for the subscription type group.
Subscription Filter	Specifies a filter for the subscriptions.
Customer Subscription Group	Specifies a filter for the customer subscription group.
Customer No. Filter	Specifies a filter for the customer.
Filtered Subscriptions	Shows how many subscriptions are being processed based on the filters applied.

Invoice Batch Lines

Here you will find information on Processing the invoice batch.

Ill. Rechnungsstapelzeilen

Field	Description
Description	Contains the text information for this line.
Execution date	Specifies the day on which this step of the invoice batch was executed.
Execution time	Specifies the time at which this step of the invoice batch was executed.

Results

This shows which Documents have been created and how many.

Ill. invoice batch card Tab Results

Field	Description
Invoices/Orders	Shows the number of all unposted invoices and orders that were generated via this batch posting.
Open invoices/orders	Shows the number of all unposted invoices and orders with the status Open that were generated via this batch posting.
Approved invoices	Shows the number of all unposted invoices and orders with the status Approved that were generated via this batch posting.
Posted invoices	Shows the number of all posted invoices that were generated via this batch posting.
Posted transactions	Shows the number of posted transactions if the billing method for the subscription is set to line items.

Invoice Batch Action Bar

Ill. Invoice Batch Action Bar

Action	Description
Create Invoices	Use this function to create Invoices based on the invoice batch.
Delete Invoice	You can use this function to delete the generated Invoices.
Show Error	If you have encountered any issues when creating Invoices, you can view
the errors here.

Create Invoices

Ill. Action Create Invoices

Delete Invoices

Ill. Action Delete Invoices

Batch Invocing Steps

The batch invoicing steps define the individual steps for creating, releasing and posting sales invoices for the batch invoicing plans.

The General tab contains the following fields:

Abb. Batch Invociing Steps General

Field	Description
No.	Specifies the number of the item or data record involved according to the specified number series.
Description	Contains a description of this batch invoice step.
Connect to last step	If this step is activated, the Filter tab disappears.
Create sales invoice	Specifies that sales invoices are to be created by the invoice step.
Release sales invoices	Specifies that sales invoices are to be released by the invoice step.
Post sales invoices	Specifies that sales invoices should be posted by the invoice step.

The Filter tab is required for filtering so that when the batch invoice plan is executed, filtering can take effect to bring the correct subscriptions to billing.

Ill. Batch Invocing Steps Filter

Field	Description
Key date calculation	Select a calculation method to automatically set a date filter for the subscriptions. You can also leave the calculation method blank and enter a date filter manually.
Billing interval	Set a filter for the billing period.
Subscription Term	Specifies a filter for the subscription term.
Subscription Type Group	Specifies a filter for the subscription type group.
Subscription Filter	Specifies a filter for the subscriptions.
Customer Subscription Group	Specifies a filter for the customer subscription group.
Customer No. Filter	Specifies a filter for the customer.

Batch Invoicing Plan

In dem Stapelrechnungsplan werden in den Zeilen die Planungsrechnungsschritte hinterlegt.

Ill. Abb. Batch Invoicing Plan

The following fields are available:

Field	Description
Code	Specifies a unique identifier for the batch billing plan.
Description	Specifies a description of the batch billing plan.
Sequence	Specifies the order in which batch billing plans are processed when executed via a task queue.
Status	Specifies whether the batch billing plan is active, in draft mode, or locked. Only active batch billing plans can be executed.
No. of instances	Specifies how many times the batch billing plan has already been executed.

The following actions are available on this page:

Action	Description
Execute plan	Create an instance of this batch billing plan that triggers its execution and bills subscriptions by generating and processing billing batches as defined in the batch billing plan steps.
View Instances	View the executed instances of the batch billing plan.
Analyse Plan	Check the batch billing plan for problems that may prevent its execution.
Saved analysis	Displays the result of the last analysis that was saved manually or automatically.

Automation

Deposit in the task queue with code unit 71299695. The code of a batch billing plan can be stored as a parameter if only one of several is to be automated.

Automatisierung

Hinterlegung in der Aufgabenwarteschlange mit der Codeunit 71299695, als Parameter kann der Code eines Stapelrechnungsplans hinterlegt werden, wenn nur einer von merheren automatisiert werden soll.

Batch-Recalculation

Mit der Stapelneuberechnung können die Betragsfelder für die Zeilen und Abonnement neuberechnet werden, da diese nicht bei Änderungen an der Komponentenmenge automatisch aktualisiert werden. Der Vergleich kann frei gewählt werden

Ill. Batch-Recalculation

The following fields are available:

Field	Description
No.	Specifies the number of the item or data record involved according to the specified number series.
Description	Specifies a description for the batch recalculation.
Subscription status	Specifies whether subscriptions with the status Created, Active or one of these two statuses have been recalculated.
Starting date	Specifies the date on which the recalculation began.
Duration	Specifies how long the batch recalculation took.
No. of subscriptions	Specifies the number of subscriptions that were to be recalculated.
No. recalculated	Specifies the number of subscriptions that were successfully recalculated.
No. of errors	Indicates the number of subscriptions that were successfully recalculated.
Critical difference	Shows the number of subscriptions with a critical decrease or increase in revenue.
Active Sales Volume before	Indicates the total revenue of subscriptions with the status Active before they were recalculated.
Active Sales Volume after	Indicates the total revenue of subscriptions with the status Active after they have been recalculated.
Active Net Change	Indicates the difference between the total revenue of subscriptions with the status Active before and after recalculation.
Keep Details	Prevents detailed revenue changes from this batch recalculation from being deleted, even if they fall within the period that has been released for deletion.

The following actions are available on this page:

Action	Description
Start recalculation	Triggers the recalculation in the manner specified in the setup or user setup.
Active subscriptions	Triggers the recalculation of all subscriptions with the status Active.
Created subscriptions	Triggers the recalculation of all subscriptions with the status Created.
All subscriptions	Triggers the recalculation of all subscriptions with the status Active and Created.
Set filter	Allows you to set a filter on the subscriptions to be recalculated and then recalculate them.
Load filter	Allows you to select a recalculation filter from saved settings and then execute it.
Recalculation errors	Displays all errors during the recalculation of subscriptions.
Revenue volume change	Displays the changes in revenue volume for all recalculated subscriptions.
Delete volume changes	Opens a dialogue box that allows you to delete the recorded detailed changes in revenue volume.

Recalculation filter

On this page, you can view the recalculation filters that have been set and move them to your personal area.

Batch processing setup

The batch processing setup is where you configure invoicing and recalculation.

Ill. Batch processing setup

The following fields are available:

Field	Description
Batch Invoice Nos.	Defines the code for the number series used to assign numbers to the invoice batch.
Batch Invoicing Step Nos.	Defines the code for the number series used to assign numbers to the steps belonging to a batch invoice plan that can be stored in a task queue to automatically invoice subscriptions.
Batch recalculation Nos.	Specifies the code for the number series used to assign numbers to batch recalculations.
New Recalculation Default	Specifies the specific action to be selected when a user performs a recalculation. This default can be overridden by a setting in the user configuration.
Status filter Default	Specifies the status to filter subscriptions during recalculation.
New Recalculation Default
Write Back Recalculation Dflt.	Specifies whether the recalculation results should be written back to the respective subscriptions. This setting can be changed before the recalculation is performed.
Compare to Default	Specifies what the recalculation results are compared with. They can be compared with the current values of the subscription before the recalculation or with existing past recalculations. This setting can be changed before the recalculation is performed.
Record Turnover Change	Specifies whether the detailed revenue changes per subscription are recorded during the batch recalculation of the subscriptions. If you enable this option, the batch calculation will require more time and storage space.
Auto-Delete Details	Specifies whether and by when past recorded detailed revenue changes should be automatically deleted after each batch recalculation.
Critical Decrease	Specifies a percentage decline between the old and new results of a subscription that is considered critical.
Critical Increase	Specifies a percentage decrease between the old and new results of a subscription that is considered critical.
No Change is Critical	Specifies that no change between the old and new results of a subscription is considered critical.

Email recipient

An email recipient can be specified who will receive the results of an invoice batch as an email.

The following fields are available:

Field	Description
Full name	Specifies the full name of the recipient.
Email	Specifies the email address of the recipient.
Recipient type	Specifies whether the user receives emails as the main recipient, i.e. is named in the To field of the mail header, or whether they receive the emails in CC or BCC. If you do not want to disclose to anyone who receives this email, you can set up all recipients as BCC recipients.
Blocked	Specifies whether the email recipient is blocked. If this is the case, they will not receive any emails for this business process.

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