Update Customer Accruals Summary
The Update Customer Accruals Summary scheduled process summarizes the customer accruals by the accrue to customer account, program, business unit, and calendar year.
The summarized accruals are used in the customer and program checkbooks.
When to Use
Customer accruals are created by the Create Accruals for Channel Batch process. The Update Customer Accruals Summary process is initiated automatically by the Create Accruals for Channel Batch process to summarize the newly created accruals and any updated accruals.
Customer accruals are updated during the following events:
- Associating accruals in a claim
- Removing associated accruals in a claim
- Claim is settled
Privileges Required
- Update Customer Accruals Summary (CJM_UPDATE_CUSTOMER_ACCRUALS_SUMMARY_PRIV)
Specifications
Review the following before setting up this scheduled process:
| Specification | Description |
|---|---|
| Job Type | Initiated by the system, but it can also be scheduled if required. |
| Frequency |
This process is initiated automatically as part of the Create Accruals for Channel Batch process. The frequency is based on the average number of accruals updated between the executions of the Create Accruals for Channel Batch process. |
| Time of Day |
This scheduled process is initiated automatically as part of the Create Accruals for Channel Batch process. It can be scheduled to run at any time, even though it is recommended to run this process during off-peak hours. |
| Duration | Varies based on the number of accruals created and updated since the last run. |
| Compatibility | There should be only one instance of the job running at any point of time for a specific business unit. |
Parameters
| Parameter | Optional or Required | Description | Parameter Value | Special Combinations Required | Notes |
|---|---|---|---|---|---|
| Business Unit | Required | The business unit for filtering the channel accruals. | Business units to which the user has access. | None | N/A |
Troubleshooting Information
- You can view the status of the Create Accruals for Channel Batch process in the Scheduled Processes work area.
- The validation errors and warning messages are displayed in the error log.
- Any interactive warning validations are NOT performed.
When the program is submitted, you can Resubmit, Put on Hold, Cancel Process, Release Process as provided by the Scheduled Processes work area.