Mass Cost Center Change Batches

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

Note: The inputs for this batch (i.e., the changed Cost Centers) are entered via Excel after the batch items are generated (and are not entered on the Inputs page).

To create a Mass Cost Center Change batch:

  1. Click Main Menu > Batch Management > Create Batch.
  2. Set the Batch Type to "Mass Cost Center Change".
  1. 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.
  2. 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.
  3. 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: The Cost Center, Profit Center, and WBS fields are filtered at the unit level.

      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.
  1. The Inputs page in the left panel is not used because the fields are set via Excel after the batch is generated.
  2. 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.

  3. To generate the 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".

See also:  

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