Configuration Settings: Batch Processing

Defaults can be established for Batch Processing, including email with set parameters.

Email defaults can be set (for example, a Subject line) so that the need for manual configuration each time a batch is processed, is removed. Once set, emails can be scheduled to be automatically batched and sent, or batched manually (as required).

To locate the Batch Processing settings:

• Navigate to: System Tools > Data Exchange Manager > Configuration (link).

The Configuration screen displays.

• Locate the Settings Section and select Open.

The Data Exchange Manager - Setting screen displays.

When designating a recipient to receive the emails, the user's email address is displayed. A selected user with no email address will be highlighted, allowing the Administrator to either select a different recipient or update the email address field.

The new default email address is used when sending emails from the Batch Summary screen.

Additional email-related information can be entered that will assist with the populating of fields when processing batches. This includes a Subject line, which will appear in the emails for the batches, and the addition of email recipients as CC and BCC.

Email Thresholds

Thresholds can be used to define parameters for both the email and Process limits. These limits are based on the level of issue severity found in the file being processed.

Issues Included

Records that did no complete processing successfully are logged as Issues. Issues can be included in the email sent when the batch processed uses one of the following threshold settings:

(-1) NONE	No emails will be sent. This function is disabled for all transactions.
(0) ALL	Emails will be sent if the email field is populated with a valid address. This is the Default setting and includes all transactions.
(100) Most Severe Only	Emails will be sent and include issues only if they are Most Severe issues (determined by the number of errors during processing). A file with fatal errors cannot be processed and is classified as Most Severe.

Audit Trail and Transactions

The Audit Trail or processing of a Transaction can force an email to be sent. Two settings are available for these options: Yes (which is On) or Blank (which is Off).

The default setting for these options is Yes, so the Audit trail and Transactions will send emails as long as there is an email address present.