Batch dashboard on RIA Docs

Overview

Mon, 01 Jan 0001 00:00:00 +0000

Overview

The Batch Dashboard provides an overview of the batch execution view, which details run performance metrics such as the number of passed and failed executions. For each execution, you can view the job parameters used to execute it.

The Batch Dashboard provides the same overview for the following batch jobs executed using the tool:

Complete Document Processing — Performs end-to-end document processing by sequentially executing invoice processing, supplemental file processing, document packaging, and email delivery to recipients.
XML to PDF Conversion — Processes invoice XML files and generates customer-specific PDF invoices with the required metadata.
Collection Letter Generation — Processes collection letters in XML format and generates personalized PDF letters for delivery to recipients.
Document Packaging — Compiles generated PDF invoices into email packages, determines the appropriate recipients, and sends or drafts the emails for distribution.
Supplemental CSV Processing — Processes supplemental CSV files, splits them into individual customer records, and generates customer-specific supplemental CSV files.

Summary

The following statistics are being displayed for each batch job:

Complete document processing

Mon, 01 Jan 0001 00:00:00 +0000

Overview

The complete document processing is composed of the following jobs:

XML to PDF conversion
Supplemental CSV processing
Document packaging

Trigger a job

Ensure that the input files are uploaded to the specified paths in the Input Path fields in the Trigger configurations.

To trigger a complete document processing job, follow these steps:

Document packaging

Mon, 01 Jan 0001 00:00:00 +0000

Overview

The Document Packaging job packages each invoice PDF with its related supplemental CSV files from the XML-to-PDF and Supplemental CSV Processing jobs and sends them via Outlook.

Trigger a job

Ensure that the input file are uploaded to the specified path in the Input Path field in the Trigger configurations.

To trigger a complete document processing job, follow these steps:

Collection letter generation

Mon, 01 Jan 0001 00:00:00 +0000

Overview

The Collection letter generation is a standalone job automatically creating collection letters for sending.

Trigger a job

Ensure that the input file are uploaded to the specified path in the Input Path field in the Trigger configurations.

To trigger a complete document processing job, follow these steps:

Supplemental CSV processing

Mon, 01 Jan 0001 00:00:00 +0000

Overview

The Supplemental CSV Processing job splits the macro supplemental CSV file from storage into micro supplemental files based on split parameters such as invoice number.

Trigger a job

Ensure that the input file are uploaded to the specified path in the Input Path field in the Trigger configurations.

To trigger a complete document processing job, follow these steps:

XML to PDF conversion

Mon, 01 Jan 0001 00:00:00 +0000

Overview

The XML to PDF conversion converts invoices in XML format to PDF file formats.

Trigger a job

Ensure that the input file are uploaded to the specified path in the Input Path field in the Trigger configurations.

To trigger a complete document processing job, follow these steps: