SECTIONSAutomation Configuration Overview
You can create automation configuration records by clicking Save in the Automate Processes window within the Revenue Recognition page.
For information about how to run a saved automation configuration, see Using the Revenue Management Automation.
What is an Automation Configuration?
An automation configuration is a set of saved parameters that enable you to automatically run recognition schedule processes. You can use them to ensure consistency if you are running the same processes at regular intervals. By saving the parameters as an automation configuration record, you can be sure that the same source records are processed in the same way every time the process runs, regardless of who runs it.
When defining an automation configuration, you can:
- Filter by company, currency, and recognition stream.
- Select a process to start from and end at.
- Specify the cutoff period for selecting schedule lines for recognition, and the period into which recognized values are committed.
- Specify whether to summarize recognition transactions.
For more information, see Automate Processes Fields.
Editing Parameters and Deleting Configurations
When you run a saved configuration, its Last Run Date field updates to reflect when the configuration was last run. If you have multiple configurations set up for different purposes, the Last Run Date field might help you to identify when configurations are due for running again.
Once you have saved a configuration, the only thing you can change is its name. If you select a configuration from the drop-down but edit any of the parameters before saving, you will be prompted to enter a new name for it. If you select a configuration from the drop-down but edit any of the parameters before running, its Last Run Date field will not update because it is now considered to be a different configuration.
You can delete obsolete configurations from the RM Automation Configurations tab.
Process Schedules
You can schedule automation configurations to run at regular cadences. For example, you might want to generate and recognize your recognition schedules on a daily, weekly, or monthly basis. When you schedule an automation configuration, a process schedule record is created. The Next Due field on an active process schedule shows when it is next scheduled to run.
When a process schedule runs, a log is created. The log contains information about the outcome of the scheduled process. For more information, see Scheduling Automation Configurations.