AutoPost - Defining Criteria Sets

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N ® Setup ® Journal ® AutoPost
AutoPost Criteria Sets

AutoPost Criteria Sets

You can define multiple AutoPost criteria sets. For each criteria set, you can choose to select journals by journal category, effective date, journal source, balance type, and period.

How to Define an AutoPost Criteria Set

1. Open the AutoPost Criteria Set window and enter a Name and Description.

2. Select the Enabled check box to enable the criteria set.

3. Set your Posting Submission Options.

Select Submit All Priorities in Order to submit the batches for all of your AutoPost priorities in the same AutoPost run based on Priority number.
Select Submit Only Priorities with Batches in Order to submit batches only from the specified Number of Priorities in the same AutoPost run.

Note: Use this option when you need to balance the load on your concurrent manager. This may be necessary since a single AutoPost request that contains multiple priorities can result in numerous instances of the Posting program running concurrently. The load on the concurrent manager is increased further if a large number of journal batches are selected by your AutoPost priorities.

4. Enter the range of Journal Effective Dates from “0 to 1000 days before” and to “0 to 999 days after” the AutoPost submission date.

Note: UVA has left this blank to AutoPost all journals that meet the source, category, balance type, and period criteria. AutoPost will only select journals whose effective date is within the range.

5. Enter your AutoPost priorities for this criteria set. Each priority includes a Priority number, journal Source, journal Category, Balance Type, and Period.

Note: The priority number must be a value from 1 to 99, where 1 is the highest priority and 99 is the lowest. Batches with higher priorities are posted first. You can use the same priority number more than once.

Note: You can enter All in any field except Priority number.

6. Save your work.

Effective: 08/13/04

Revision: 2

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