Replacing the Async Action Request Actor for Budget Edit Batches

All Budget Edit batch jobs run under the account assigned as the Async Action Request Actor. During processing, the batch uses that user's security permissions and access rights.

If a different user should own and execute the batch jobs, use the Replace Async Action Request Actor action to assign a new actor.

Note: You cannot run this action if you are already the current Async Action Request Actor. In that case, the system displays a message indicating that the current user is the same as the Async Action Request Actor.
To replace the Async Action Request Actor:
  1. Navigate to Async > Budget Edit Queue.
  2. Verify there are no budget Edit triggers that are queued or currently in progress.
  3. Re-queue failed triggers and delete completed ones.
  4. Confirm that no triggers remain in a queued or in-progress state.
  5. Select Budgeting > More.
  6. On the Configuration And Utilities panel, select Budget Edit Configuration.
  7. Open the Budget Edit Configuration record for your finance enterprise group.
  8. Select Actions > Replace Async Action Request Actor.
  9. Click Yes to confirm the change.
  10. Verify that the Async Action Request Actor has been updated to the user who executed the action.
  11. Verify that the Async Action Request Actor field in the BudgetEditConfiguration record reflects the new actor assignment.