Ledger Load Undo using Batch Process

You can perform a Ledger Load Undo using the Scheduler Services. The steps below use the Ledger Load Undo component.

To run a Ledger Load Undo using Batch Process, follow these steps:

1. With the Define Batch feature, it is possible to create new batches and review existing ones. Navigate to the Scheduler Service and click Define Batch.
2. Click + to create a new batch.
3. In the Create Batch screen, enter the following values:
   1. Code (spaces are not allowed in the code section).
   2. Batch Name.
   3. Click Save.
4. In the Define Task screen, you can define the tasks related to a specific batch.
   1. Navigate to Define Task.
   2. Select the name of the batch that has been created for this task.
5. Click + to create a new task.
6. In the Create Task screen, enter the following values:
   1. Using the Ledger Load Undo component:
      1. Task Name.
      2. Task Code (spaces are not allowed in the code section).
      3. Task Description (optional).
      4. Select the Task Type as REST.
      5. Select the Component as Ledger Load Undo.
      6. Select or enter the Batch Service URL, if applicable.
      7. Click Save.
   2. Using the Ledger Load Batch Undo component:
      1. Task Name.
      2. Task Code (spaces are not allowed in the code section).
      3. Task Description (optional).
      4. Select the Task Type as REST.
      5. Select the Component as Ledger Load Batch Undo.
      6. Select or enter the Batch Service URL, if applicable.
      7. Click Save.
7. In the Task Parameters section, enter the following values:
   1. Using the Ledger Load Undo component:
      • $BATCHDATE$ — System-generated parameter representing the batch date. This field is pre-populated and read-only.
      • $BATCHRUNID$ — System-generated parameter representing the batch run ID. This field is pre-populated and read-only.
      • As Of Date — Select the As of Date for which the Ledger Load Undo should be executed.
      • Identity Code — Select the Identity Code corresponding to the Ledger Load run that you want to undo.
   2. Using the Ledger Load Batch Undo component:
      • $BATCHDATE$ — System-generated parameter representing the batch date. This field is pre-populated and read-only.
      • $BATCHRUNID$ — System-generated parameter representing the batch run ID. This field is pre-populated and read-only.
      • Ledger Load Batch Name — This drop down displays all user-created batches that has atleast one task containing the batch component Ledger Data Loader. Select the name of the Ledger Load batch whose results you want to undo.
8. Schedule the batch using the Schedule Batch screen.
   1. Navigate to Schedule Batch.
   2. Select the Name of the batch created in Step 1.
   3. Use the Edit Parameters option to review the batch parameters and make any necessary adjustments before execution.
   4. Click Execute to run the batch, or click Save to save the batch definition without running it.
9. Monitor the Batch:
   1. Navigate to Monitor Batch.
   2. Select the batch name and MIS Date, then check the Batch Status.
   3. After the batch completes successfully, navigate to the Ledger Load History screen to verify the results.

      For detailed instructions for defining, executing, and monitoring a Batch, see the Scheduler Service documentation.