Running Mass Cost Center Change Batches

Accountants can run Mass Cost Center Change batches to modify or add Cost Centers at the unit level. Note that your configuration in the Nakisa AdminConsole determines whether you are using additional liability cost objects or separate cost objects for the asset. If this is the case, you can also modify these additional unit Cost Center and Profit Center fields through this batch.

The batch runs on units with the status Initial, Active, or Received, but skips them in the following conditions:

  • The Allocate Cost Center checkbox is selected (i.e., Cost Center allocation rules are defined).
  • The Cost Center is blocked in Master Data Configuration.

To run the batch, you must import an Excel file with the required changes after the batch items are generated. The Progress bar at the top of the screen indicates how many batch items were generated, and how many successfully completed. The Job Status changes to "Done" once all of the task in the job is successfully completed.

To run a Mass Cost Center Change batch:

  1. Open the batch using one of the following methods:
    • Click Main Menu > Batch Management > Batches and open the required batch.
    • From an open batch page, click Batches List at the top right and click on the required batch.
  2. In the left-panel, click Batch Items. If the list of items was not recently generated, it may be out of date. Click at the top of the page to refresh the list.
  3. To export a list of the generated batch items, click Export Batch Items. You can modify the following inputs:
    • The "Run" column in the Excel determines whether to run the batch item. Set a cell to "True" to run the batch item, otherwise the item is excluded from the batch run.
    • In the "Liability Cost Center" column, enter a new Cost Center or change an existing one. Note that you cannot remove a Cost Center if it has already been set in the unit.

      Note: If you are using additional liability cost objects or separate cost objects for the asset, you can also modify the Liability Profit Center, Asset Cost Center, and Asset Profit Center (if they appear).

      Note: If you must enter data with leading zeros, change the cell formats to "Text" if cells in the Excel are not displaying the full values when edited.

    Note: If you delete cell values in the Excel file, when the file is imported the empty cells are ignored and the application uses the last stored values (either from the Inputs page or from the last changes imported via Excel).

  4. To import the batch items, click Import Batch Items.
  5. The following options are available to run the batch:
    • To run the batch action for one specific item, click on the relevant row.
    • Run the batch action for all objects selected on the page by clicking Run at the top of the page. By default, the checkboxes for all of the rows are selected.

    Note: Do not run the batch again if the current batch has not completed.

    Note: If you modify the batch filter settings, regenerate the batch items before running the batch. However note that if the batch is regenerated, all imported changes are lost and new batch item Object IDs are generated. Therefore, you must re-export the batch Excel before importing the modified batch items.

  6. If required, click at the top of the page to stop a running batch, which will stop the batch from running the remaining batch items. Note that the batch will complete the items that are currently being processed. In order to re-run a stopped batch, you must first regenerate the batch items before running it again.
  7. Use the Job Status filter or the search box to find specific batch items. The Progress bar in the gray header indicates how many of the batch items have been run for the last action.

Once a batch is run, you can re-use the batch by regenerating the batch items and running it again. By doing this, all batch items previously listed on the page are removed, and a new list is generated.

See also:  

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