Running the Retrieve Billing Items Process


In this topic, you will learn how to run the retrieve billing items process.


Steps:

  1. Begin by navigating to the Retrieve Billing Items page.

     

    Click the Main Menu button.

    Step 1

  2. Click the Scroll Down arrow.

    Step 2

  3. Click the Project Costing menu.

    Step 3

  4. Click the Revenue Collection menu.

    Step 4

  5. Click the Retrieve Billing Items menu.

    Step 5

  6. You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a run control ID that is relevant to the process may help you remember it for future use.

    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. Enter the desired information into the Run Control ID field.

     

    Enter "GMBIPC".

    Step 10

  11. Click the Add button.

    Step 11

  12. Use the Retrieve Billing Items page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

    Step 12

  13. Use the Option list to select a project Business Unit, Project, or Activity option to restrict processing to these values.

     

    Click the Option list.

    Step 13

  14. Click the Business Unit/Project list item.

    Step 14

  15. Click in the Business Unit field.

    Step 15

  16. Enter the desired information into the Business Unit field.

     

    Enter "EGV05".

    Step 16

  17. Click in the Project field.

    Step 17

  18. Enter the desired information into the Project field.

     

    Enter "METAB_STUDY01".

    Step 18

  19. Use the Date Option list to select an Accounting or Transaction date option to restrict processing to these values.

     

    For this example, use the default selection of All.

    Step 19

  20. Click the Run button.

    Step 20

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

    Step 21

  22. You must select a Server Name to identify the server on which the process will run. If you use the same Run Control ID for subsequent processes, the server name that you last used will default in this field.

    Step 22

  23. Click the Server Name list.

    Step 23

  24. Click the PSNT list item.

    Step 24

  25. Click the OK button.

    Step 25

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

    Step 26

  27. Click the Process Monitor link.

    Step 27

  28. Use the Process List page to view the status of submitted process requests.

    Step 28

  29. If the Run Status is Queued or Processing then click the Refresh button until the status is Success.

    Step 29

Congratulations, you have successfully learned how to run the Retrieve Billing Items process.

Table of Contents  Start Topic