Enabling budget edit batch for all transactions

When the budget edit batch for all transactions is enabled, an async action request, BudgetEditConfig.RunBudgetEdit is created. All budget edits are processed in batches by the RunBudgetEdit async request. The async request is run in the Budget Edit Queue. Only one trigger at a time of the RunBudgetEdit async action is queued and processed.

The BudgetEditBatch business class is used in the budget edit batch process to manage incoming budget edit requests. When a transaction is released, a corresponding record for the budget edit batch is created. If budget edit batch records exist, then the Run Budget Edit async action is triggered and the unprocessed records in the Budget Edit Batch are processed.

To review existing batch records and its status, see Viewing budget edit batches.

  1. Select Budgeting > More.
  2. On the Configuration And Utilities panel, select Budget Edit Configuration.
  3. Open the Budget Edit Configuration record for your finance enterprise group.
  4. Select Actions > Turn On Budget Edit Batch for All Transactions.
    When enabled, the Enable Budget Edit Batch for All Transactions setting is activated, and budget edit processing is performed in background batches for all transactions. The action is available only when the setting is currently off.
    Note: To disable the Budget Edit Batch for all transactions, select Actions > Turn Off Budget Edit Batch for All Transactions on the Budget Edit Configuration record. The action is available only when the setting is currently on.
  5. After enabling the feature, verify that the Async Action Request Actor is automatically assigned to the user who enabled it.

    All budget edit batch jobs run under the assigned actor account and use that user's security permissions and access rights during processing.

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

  6. Verify that the system creates a scheduled Async Action Request named BudgetEditConfiguration.RunBudgetEdit.
    1. Navigate to Async Administrator > All Requests tab.
    2. In the Class column, search for BudgetEditConfiguration.
    3. Confirm that the BudgetEditConfiguration.RunBudgetEdit request exists.
    If the async action request is not created, review the configuration and then disable and re-enable the feature. After re-enabling the feature, verify that the BudgetEditConfiguration.RunBudgetEdit request has been created successfully.