Task Configuration

Period End is comprised of a series of tasks to process each set of journals that are required to allocate and calculate entity tasks. There are several tools available to configure the task list and establish process rules to maintain data integrity.

What do you want to do?

• Define active tasks
• Add a new task
• Set task predecessors

Define Active Tasks

In the Task Definition screen, the tasks can be set to inactive so that the tasks that are not required can be filtered from the period end task list. This will simplify the process so that users are not scrolling through a series of tasks that are not required to be processed.

1. Select Admin>Business>Period End>Task Definitions
2. Proceed through the list of tasks and un-check the Active flag for any tasks not required.
3. Click to save the Task Definition list.

Add New Task

New tasks can be added to the task definition list. New tasks will be added for any custom period end process. New tasks can also be added for certain functions that must be run as part of period end, but not as an actual task within MTech. An example of this would be an interface that needs to be executed to transfer overhead costs from the financial system to MTech.

1. Select Admin>Business>Period End>Task Definitions
2. Select to add a new task
3. Enter the Task IDTask ID is a numerical identifier for the task. The Task ID must be identified with a numerical code that will be placed in the list prior to any tasks that require the new task to be run before proceeding with period end. For example, Overhead Interface  must be run before Farm to Entity Allocation (Task 7700). The Overhead Interface must have an ID less than 7700, for example 7650..
4. In the Task Name, enter a brief description for the task that will appear in the period end task list.
5. Select the Active flag to make the task active for period end.
6. Class ID is used for system created tasks.
7. A description of the task can be entered in the Description field. This should outline any required details related to the new period end task.
8. The Period Closed Required flag is selected if the task is necessary to be run prior to the fiscal period being closed.
9. Click to save the Task Definition list.

Define Predecessor Tasks

Predecessors are used to establish two parameters related to period end.

• Identify that the task must be run prior to another task that contains relevant details
• Establish the rule that if the predecessor task is re-run, the journals for all assigned tasks are deleted and must be re-calculated.

Predecessors can only be established on tasks that appear in the list prior to the task that requires the predecessor.

1. Select Admin>Business>Period End>Task Definitions
2. Click on the to expose the list of tasks available to set as a predecessor.
3. Click to select the required predecessor tasks.
4. Click to save the Task Definition list.