Setting Up Batch Processes

Before running a batch process, you need to setup the batch process. Specify which Input File and which Job File to use, as well as the other settings for the process. Once you submit a batch (or a preview) for processing, you are notified by e-mail when the batch process is complete.

To learn more, watch the movie about this topic or watch the batch processing movie. Use the online movie controls to forward, rewind, or pause.

Using Business Rules to Accept or Deny Records

While setting up a Batch Process, you can use the options in the Accept/Deny Rules area to specify business rules. Any records not meeting your acceptance rules are not processed. Instead of getting processed, and included in the Output File, denied records are included in an Exceptions File. You can review these exceptions and decide which records need additional processing or investigation.

To setup batch processes:

1. On the Batch Process Homepage, click Setup Batch Process. The Setup Batch Process page displays.
2. In the Batch Job Title field, enter a short memorable name for the batch process. The process is referred to by this title throughout Site-US Tax Batch.
3. In the Batch Job Description field, enter a more complete description of the batch process.
4. From the Input File list, select which Input File contains the records for processing.
5. From the Job File list, select which Job File contains the instructions for processing.
6. In the Accept/Deny Rules area, check any desired business rules. For example, check Accept only exact matches and interpolated house number matches to only process records containing good geocodes.
7. In the Job Priority list, specify how high a priority this batch process is. Batch processes are run in order of priority.
8. Optionally, check Perform Preview Job to process only a handful of records. You are notified when the preview is ready; once you approve the preview, the complete batch process gets run.
9. Click Next.
10. Verify the batch process.