CPI Mass Indexation Profiles

CPI mass indexation profiles allow you to specify which contracts to use for indexation based on a defined set of filters. You can only associate active contracts to an indexation profile.

You must have at least one profile defined before running a mass indexation job.

The CPI Mass Indexation Profiles page displays all of the profiles that you have created.

To create a profile:

Click Main Menu > Mass Operations > CPI Mass Indexation Management > CPI Mass Indexation Profiles.
Click .
Enter a Name for the profile.
Click Filter by Contracts to select one or more contracts for the profile instead of using filters. This option can be changed later in the profile, if needed.
Optionally enter a Description, and add any additional notes.
Click Save.
The Profile page loads with General Information, Filters, and Active Contracts Preview sections. The Active Contracts table lists all the contracts that will be included in the profile. You can now filter your contracts, or if Filter by Contracts is enabled, select specific contracts.
To refresh the list of active contracts to match the newly selected filters, click Preview.
Click Save.