After you create a reconciliation
schedule, you can change
it if necessary.
Before you begin
Depending on how your system administrator customized your system, you might not
have access to this task. To obtain access to this task or to have someone complete it for you,
contact your system administrator.
A
reconciliation schedule must exist.
Procedure
To change a reconciliation schedule, complete these steps:
- From the navigation tree, click Manage Services.
The Select a Service page
is displayed.
- On the Select
a Service page, complete
these steps:
- Type information about the
service in the Search
information field.
- In the Search by field, specify
whether to search against services or business units.
- Select a service type from the Search type list.
- Select a status from the Status list,
and then click Search.
A list
of services that matches the search criteria is displayed.
If the table contains multiple pages, you can:
- Click the arrow to go to the next page.
- Type the number of the page that you want to view and click Go.
- In the Services table, click the
icon (
) next to the service to show the tasks that can be done on
the service, and then click Set Up Reconciliation. The tasks that you can do are dependent on the type
of service.
The Manage Schedules page is displayed.
- On the Manage Schedules page, complete
the following steps:
- Specify whether
a policy evaluates the accounts that
the reconciliation returns.
- On the Manage Schedules page, select
the check box next to the reconciliation schedule that you want to
modify, and then click Change.
The Set
Up Account Reconciliation notebook is displayed.
- Make the wanted changes on
the General, Schedule,
and Query pages, and then click OK.
Results
A message is displayed, indicating
that you successfully
updated an existing reconciliation schedule.
What to do next
Select another services task, or click Close.
When the Select a Service page is displayed,
click Refresh to refresh the Services table.