Lifecycle of a Statement Cycle Schedule

The Statement Cycle Schedule Lifecycle is comprised of the Pending, In Progress, and Completed status. In the Pending state, the statement cycle schedule is added. A statement cycle schedule in an "In Progress" state is being handled by the Create Statements background process. After processing the statement cycle schedule without any erros, the application sets the status to "Completed".

Pending The statement cycle schedule is added in this state. The Create Statements background process find records in this state to process on the appropriate date.

Fastpath:

Refer to Create Statements Background Process for more information.

In Progress Records in this state are currently being processed by the Create Statements background process.

Completed Records in this state have already been processed by the Create Statements background process. If a problem occurs with the Create Statements background process and it needs to be rerun, simply change the status back to pending and rerun the process.