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Navigating to Wallet Balance Expiration Run Definitions
FINANCE > WALLETS > PERFORM WALLET BALANCE EXPIRATION RUNS
What are Wallet Balance Expiration Run Definitions?
Use to configure Wallet Balance Expiration Run Definitions that when executed will
Run Definitions, must be submitted once created and will be executed once or on a recurring basis, based on the defined scheduling settings. Once a Definition is executed, a Process Run is logged and once the Run is completed, the log information will be available in the respective screen.
The user has the option to delete the specific run as long as it is not yet executed (still in 'Draft' state).
For a Definition to be submitted it needs to have an 'Effective' Life Cycle State. The Life Cycle State can be changed between 'Effective' and 'Not Effective' using the dedicated action.
- Navigate to Wallet Balance Expiration Run Definitions and explore existing records via the Summary page.
Click on the link (name or number) of the record of your interest to access the Data Entry page and see more detail, or submit the Definition.
Use the Actions Menu to create a NEW Definition, modify (EDIT), or DELETE an existing one.
Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition.
Check the Validations & Restrictions Table below for a list of available Actions when working with Wallet Balance Expiration Run, including each Action's related validations, restrictions, and a description of its system process. View the Attributes Table for a comprehensive description of the Wallet Balance Expiration Run fields.
Validations & Restrictions
| Action | Validations | Restrictions | Additional Information |
|---|---|---|---|
| Create |
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| Edit |
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| Delete |
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Attributes
An * indicates a field is mandatory
Name | Description |
|---|---|
| Main Information | |
| Name * | The name of the Wallet Balance Expiration Run Definition |
| Alternative code * | The alternative code of the Wallet Balance Expiration Run Definition. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters. |
| Description | A description of the Wallet Balance Expiration Run Definition |
| Life Cycle State * | The Life Cycle State of the Wallet Balance Expiration Run Definition which can be:
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| Unified Code | An auto-generated code which is used to group the various instances of the Wallet Balance Expiration Run Definition. |
| Version | An auto-generated number which is used to specify the version of each Run Definition. If the version is already in use by a Run, a new Run Definition Version is created each time the Definition is edited. "VIEW PREVIOUS VERSIONS" link allows you to search and view any previous versions of the Definition. |
| Scheduled Date | A Read-only field which is available once a Run is scheduled and designates the latest date that the Run is scheduled to be executed or has been executed. |
| Criteria It defines the criteria that will be used to identify the Wallet Allotments that will be expired | |
| Wallet Allotments expired X days ago * | Determines the Wallet Allotment Expiration Date in relation to the date of execution, measured in days. The process will retrieve Wallet Allotments having an Expiration Date which is equal or before the execution date minus the specified number of days. By default this is set to 0, meaning that the process will retrieve Wallet Allotments having an Expiration Date which is equal or before the date of execution. |
| Process Runs | |
| Process Runs | Displays the Runs that were executed for this Definition. Each Run includes the Bills that were processed. In case of an error, the error code and description are displayed |
| Scheduling Settings Determines when the Definition will be executed after being submitted | |
| Settings* | Method - The following options are available:
Check out Scheduler Task - Global to find out how you can configure them |
| Log Information | |
| Log Details | The standard set of Log Details information available in all entities |
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