Defining General Batch Information and Running Batches

  To define general batch information:

  1. Select Batch Info.

  2. From Open, select a batch import file and click Open.

  3. Click Add to select source and destination Strategic Finance files or entities.

    See Adding Mapping Entries for Excel Batch Imports and Selecting Excel Files and Information.

    This information is listed for each batch file:

    • Batch Import File—Name of the batch import file (read-only)

    • Last Batch Run—Date the batch was last run

    • Target Entity—Target entity

    • Source—Source file

    • Map—Excel map

    • Time Periods—Time-period setting

    • Scenario—Target scenario

    • Last Run—Date the entry was last run

  4. Click OK.

  5. Select a batch or click Select All.

  6. Click Run Batch Import.