About Batches

Batches allow you to perform an action on multiple objects at once. For example, you can activate all activation groups with a specific company code. A batch audit log is also available that lists changes made to batches (e.g., who created the batch, or when the batch was last run).

The following batch types can be created:

Batch type and description

Actions available

Workflow Mass Transition

To move the following objects along in the workflow (i.e., changing their statuses)

Master Agreements:

  • Send to Approval (Define status to Waiting for Approval status)
  • Approve (Waiting for Approval status to Active status)
  • Rework (Waiting for Approval status to Define status)
  • Callback (Active to Define status)
  • One-Step Approval (Define to Active)
  Contracts:
  • Send to Approval (Define status to Waiting for Approval status)
  • Rework (Waiting for Approval status to Define status)
  • Approve (Waiting for Approval status to Active status)
  • Callback (Active status to Define status)
  • One-Step Approval (Define to Active)
  Activation Groups:
  • Send to Assessment (Define status to Pending Assessment status)
  • Approve (Pending Assessment status to Pending Classification status)
  • Confirm Classification (Pending Classification status to Classified status)
  • Activate (Classified status to Activating status)
  • Rework (Pending Assessment status to Define status)
  • Rework (Pending Classification status to Define status)
  • Callback (Classified status to Pending Classification status)
  • Lease End (Active status to Lease End status)
  • Close (Lease End status to Closed status)
  • One-Step Approval (Define to Active)

Mass CPI Change

To perform an indexation event for contracts that use CPI.

Contract:

  • CPI Global Indexation
  • CPI Local Indexation
Batch Posting

To post and reverse payments, accruals, depreciation and charges.

Contract:

  • Post Payment
  • Post Accrual
  • Post Depreciation
  • Post Charge
  • Post All Postings
  • Reverse Posted Payment
  • Reverse Posted Accrual
  • Reverse Posted Depreciation
  • Reverse Posted Charge
  • Reverse All Postings

Activation Group:

  • Post Payment
  • Post Accrual
  • Post Depreciation
  • Post Charge
  • Post All Postings
  • Reverse Posted Payment
  • Reverse Posted Accrual
  • Reverse Posted Depreciation
  • Reverse Posted Charge
  • Reverse All Postings

Unit:

  • Reverse Posted Payment
  • Reverse Posted Accrual
  • Reverse Posted Depreciation
  • Reverse Posted Charge
  • Reverse All Postings

Mass Cost Center Change

To add or modify the unit Cost Center (and the additional unit Cost Center and Profit Center fields, if enabled).

Unit:

  • Change Cost Center & Profit Center

Mass Casualty

To run a casualty event on multiple activation groups.

Activation Group:

  • Mass Casualty
Mass Contract Change

To perform a contract change event.

Contract

  • Change CPI Type
  • Delete Open Draft

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