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Mass Casualty Batches

Users with Accountant roles can create Mass Casualty batches using the steps outlined on this page.

To create a Mass Casualty Batch:

Click Main Menu > Batch Management > Create Batch.
Set the Batch Type to "Mass Casualty".

On the Definition page, modify the following information, if required:
1. Click to change the object type for the Target Level. Note that depending on the batch type, the Target Level may be automatically selected and cannot be changed.
2. Enter a new Batch Name.
3. Click at the top of the page. Note that you cannot leave the page until it is either saved, or reset to the previous saved version.
In the left-panel, click Actions.
1. Select the action that you would like the batch to do. Note that depending on the batch type, some actions may be automatically selected and cannot be changed.
2. Click at the top of the page. Note that you cannot leave the page until it is either saved, or reset to the previous saved version.
In the left-panel, click Filters to determine which objects the batch should be run on. It is possible to filter batches based on application objects such as, master agreements, contracts and activation groups, or by specific criteria (such as System, Lease Area, etc.).
- To filter a batch:
  1. In the Filters drop down menu, select "Default".
  2. After setting each field, click . You can select more than one option per field.
  3. Click at the top of the page. Note that you cannot leave the page until it is either saved, or reset to the previous saved version.
  Note: If intercompany transfers have been applied, the application will use either company code and cost objects of the original company or of the new company based on the batch target level and action type. See Intercompany Transfers for more information.
- To select batches based on specific application objects such as, master agreements, contracts, or activation groups (instead of filters). Note that different options may be available depending on the selected batch type.
  1. In the Filters drop down menu, you can select one of the following options (if available):
    - Bulk Master Agreements
    - Bulk Contracts
    - Bulk Activation Groups
    - Bulk Units
  2. For certain batch types, select a System or Company.
  3. Select one or more object IDs for the specific batch, and click .
  4. Click at the top of the page. Note that you cannot leave the page until it is either saved, or reset to the previous saved version.

In the left-panel, click Inputs to add more information and set the fields used:
1. Select the Payment Date when the casualty (lease end) amount will be posted. The payment must occur in a month where no payment, accrual, or asset depreciation postings have been made, and must be on the same day of the month as the base rent payments. Note that the selected Payment Date is also used as the Effective Date.
2. If required, enter a Posting Date and Document Date. If these fields are left blank, the application will use the date the batch is run.
3. If required, select either Update IBR or Modify Contract Rate. The selected option will apply to all activation groups selected for the batch. If required, you can change the selected option for individual activation groups in the Excel file after the batch items are generated.
  - If Update IBR is selected, the application selects a new IBR based on the Effective Date and the IBR rates configured in the Nakisa AdminConsole for all activation groups selected for the batch.
  - If Modify Contract Rate is selected, enter the new contract rate in the Contract Rate field.
4. If required, select the Use Default Casualty Amount checkbox. If this option is selected, the Casualty Amount is automatically set to the unpaid interest at the time of the selected Payment Date. If the checkbox is unselected, you must enter the Main Casualty Amount, as well as Casualty Amounts for any other accounting standards in the Alt Casualty Amount, Third Casualty Amount, and Fourth Casualty Amount fields. Note that these amounts cannot be less than the unpaid interest expense at the time of the Payment Date.
5. Click at the top of the page. Note that you cannot leave the page until it is either saved, or reset to the previous saved version.
Note: The entered input values apply to all activation groups in the batch. If required, these inputs can be modified for individual activation groups in the Excel file after the batch items are generated.
Optionally, to display the estimate of how many objects match the conditions set, click Batch Items: Calculate in the gray header.
Tip: In case of an error, refine the filter settings for a smaller batch.
To generate batch items, click at the top of the page. All of the matching objects are listed on the Batch Items page. The batch status changes from "Draft" to "Ready".

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