Creating Batches

Before you can create a batch, the Strategic Finance Administrator must grant your access permission on the Strategic Finance server. Batches, which are stored on the Strategic Finance server, require server connections and maps. A connection tells a batch which servers to use for import and export. A map indicates the relationship between the Strategic Finance data and data of other EPM System servers.

  To create a batch:

  1. From Batch Manager, click Create.

    See Working With Batches.

  2. In New Batch, enter a unique name.

  3. In Batch based on, select an option.

    • Select Default to create a batch that is not based on another batch.

    • Select Copy of Batch to create a batch based on another batch, browse to the batch.

  4. Click OK.

  5. Set the Planning batch properties.

    See Setting Batch Properties.