Managing Action Assignments


In this topic, you will learn how to manage action assignments.


Steps:

  1. Begin by navigating to the Action Status by Owner Rpt page.

     

    Click the Scroll Down arrow.

    Step 1

  2. Click the Accounts Receivable menu.

    Step 2

  3. Click the Customer Interactions menu.

    Step 3

  4. Click the Actions menu.

    Step 4

  5. Click the Action Status By Owner Rpt menu.

    Step 5

  6. You can run this report by searching for an existing Run Control ID or you can add a new value.

    Step 6

  7. Click the Add a New Value tab.

    Step 7

  8. A Run Control ID is an identifier that, when paired with your user ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

    Step 8

  9. Click in the Run Control ID field.

    Step 9

  10. Creating a Run Control ID that is relevant to the report may help you remember it for future use.

     

    Enter the desired information into the Run Control ID field.

     

    Enter "ACTION".

    Step 10

  11. Click the Add button.

    Step 11

  12. Use the Action Status by Owner Rpt page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the report is run.

    Step 12

  13. Click the Run button.

    Step 13

  14. Use the Process Scheduler Request page to enter or update parameters, such as server name and report output format.

    Step 14

  15. Click the Server Name list.

    Step 15

  16. Click the PSNT list item.

    Step 16

  17. Use the Type list to select the type of output you want to generate for this job. Your four choices are File, Printer, Email, or Web.

    Step 17

  18. Use the Format list to define the output format for the report. The values are dependent upon the Process Type for the process you select. In this example, the default value is PDF.

    Step 18

  19. Click the OK button.

    Step 19

  20. Notice the Process Instance number appears. This number helps you identify the process you have run when you check the status.

    Step 20

  21. Click the Process Monitor link.

    Step 21

  22. The Process List page consists of all of the processes that have been run and their current status. You can select the server that you used to generate the SQR report to reduce the number of processes that display. You can click the Refresh button to track the progress of each process.

    Step 22

  23. Click the Refresh button.

    Step 23

  24. Continue to click the Refresh button until the Run Status is "Success" and Distribution Status is "Posted".

    Step 24

  25. Click the Save button.

    Step 25

  26. Click the Go back to Action Status By Owner Rpt link.

    Step 26

  27. Click the Report Manager link.

    Step 27

  28. Click the Administration tab.

    Step 28

  29. The Administration page lists the Report ID and Description by process instance along with the format and status of each report.

    Step 29

  30. When you click on a report's Description link, a window appears with a PDF version of the report.

    Step 30

Congratulations, you have successfully learned how to run the owner action status report.

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