Launching the Automation Process

The automation process described in End-to-End Automation of Recognition Schedule Processes can be launched from the Revenue Recognition page.

To launch the automation process:

  1. Go to the Revenue Recognition page.
  2. In the Actions panel, click Automate Recognition.
  3. Select the first and last processes that you want to run. An error is displayed if you select first and last processes that are out of sequential order. For example, you cannot set the first process to Create Journals and the last process to Generate Schedules. For details of the sequential order, see End-to-End Automation of Recognition Schedule Processes.
  4. If the selected processes include Summarize Transactions and Create Journals, select the Summarize checkbox to have journals created from recognition transaction summaries instead of from recognition transaction lines.
  5. Click Run to start the automation process.

A Revenue Management background process record is created, storing log information about the individual processes being run by the automation.