Synchronizing Secondary Balances
See About Balance Update for information on when and why you might need to perform these synchronizations.
Full Synchronization
To run a full synchronization:
- Sign into your org as Accountant (or a similar profile).
- Make sure that the appropriate company or companies are selected. This process can be run in multi-company mode. Your organization must have at least one intersect definition defined.
- Make sure all previous batch jobs have completed and all other users are off the system.
- Click the Balance Update tab.
- Click Full Synchronization.
If number of records processed is relatively low, you will receive immediate response on screen. However, if the process runs as a batch job you will be notified by email of the success or failure of these operations. If this is the case, do not try to run it again before you receive this email.
Incremental Synchronization
To run an incremental synchronization:
- Sign into your org as Accountant (or a similar profile).
- Make sure that the appropriate company or companies are selected. This process can be run in multi-company mode. Your organization must have at least one intersect definition defined.
- Make sure all previous batch jobs have completed and all users are off the system.
- Click the Balance Update tab.
- Click Incremental Synchronization.
You are notified by email of the success or failure of this operation.
If the number of records processed is relatively low, you will receive immediate response on screen. However, if the process runs as a batch job you will be notified by email of the success or failure of these operations. If this is the case, do not try to run it again before you receive this email.
Monitoring Batch Jobs
To monitor the progress of an asynchronous batch job, navigate to Setup, then click Monitoring | Apex Jobs. The queue lists any batch jobs that have not finished execution. The Total Batches column lists the total number of batches for the job. The Batches Processed column lists the number of batches that have been processed. See the Salesforce Help for more information.