Define jobs

A job includes information about which UDBR, allocation definition or advanced formula calculations to include in the consolidation, either in consolidation by steps or in a consolidation by status.

Before you begin

To define jobs for User-defined business rules, you must have defined company subsets in Maintain > Subset Define. For more information about subsets, see Define subsets.

Procedure

  1. On the Maintain menu, click Jobs > Define.
  2. In the list, click Business Rules, Advanced Formula Calculations or Allocations.
  3. Click Add a new row.
  4. Type a Code, a Group name and a Local name for the job.
  5. For UDBR jobs, click Edit the list of objects and select the business rules you want to include. Then select a company subset. If no subset exists, click Create New Subset and select the companies to include in the job.
  6. For UDBR jobs, move the jobs to the desired execution order with the Move 1 selected row(s) up and Move 1 selected row(s) down.
  7. For advanced formula calculations, click Edit the list of objects by AFC accounts to add the advanced formula calculation accounts that you want to include in the job.
  8. For allocation calculations, click Edit the list of objects by Selected allocation definitions to add the allocations that you want to include in the job. Move the allocations to the desired location in the job definition by clicking Move 1 selected row(s) up and Move 1 selected row(s) down. Ensure that you place allocations that build on each other in the right order.
  9. Click Save.