Batch Post Functions - WebTMA 7

Path: Admin > Batch Management > Batch Jobs

Batch Management is an administrative module frequently used to post charges and generate PMs. WebTMA Plus users post charges to a Sub Ledger rather than immediately posting charges to WebTMA records.

Depending on the permissions granted in your User profile, you can Edit/View or simply View. If you have Edit privileges, you see a number of links in the Add Batch Job Section at the top of the page. Users with View-only privileges are limited to querying for existing jobs and cannot see the links to establish new batch jobs.

Use the links at the top of the grid to create new batch jobs and set parameters for posting batch jobs. Since WebTMA Plus charges are posted to a Sub Ledger, other steps are needed before the actual accounts are posted.

You can establish different run times and post dates. For example, if you want to post charges through December 31, 2022, you can set a start date for the batch job some time in January 2023. At the same time, you can specify a Post Date of December 31, 2022. Even though you run the batch job in January 2023, the posted charges will not be affected by any records that were created after December 31. 2022.

The window opens with links in the Add Batch Job Section available to the eligible logged in user and the organization.


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