Use Batch Jobs to Consolidate in Dynamics 365 for Finance and Operations

Posted on: February 5, 2018 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

Authored by: Chris Rusing

Performing a consolidation in Dynamics 365 for Finance and Operations is a relatively simple task, but it may take a long time when there are multiple companies and thousands of transactions to consolidate.  Utilizing batch jobs in D365 will allow you to complete this task more efficiently and on a timed schedule.  Let’s go into the system to show how to configure a batch job for a consolidation process.

Note: Please make sure that you have a consolidation company setup in your system.  As always, try this in a test environment prior to using it in your production environment.

First, let’s go to System administration> Inquiries> Batch jobs

 

Once we are there, click New at the top of the form to create your new batch job.  Fill in the Job description and click Save when complete.

 

Next, select your batch job, click the BATCH JOB tab at the top of the form, and then click View tasks to enter a new form.

 

In this form, you will want to click the New button at the top.  Enter your task description, your consolidation company, the class name (in this case it is LedgerConsolidate but there are many other class names available for different batch jobs), and your batch group.  Please make sure your batch group has servers assigned to it.  Finally, click Save at the top, which will enable the Parameters button available.

 

Click the Parameters button to enter this form.  This opens the Consolidate [Online] form.  Fill out the necessary fields in each tab and click OK at the bottom when complete.

 

Exit out of that form until you are back to the list of batch jobs.  Find your batch job and click on the Recurrence button.

 

Define your recurrence as you see fit.  Click OK when complete.

 

The last step is to change the status of the batch job so that it is ready to run.  Click Change status to change the status to Waiting.  Note: when a batch job is first created, it is in Withhold status, which means it will not run.  Also, a batch job must be in the Withhold status to edit its configuration.

 

You now have your consolidation set up to run on a batch job!  For additional information please feel free to reach out to us at info@loganconsulting.com or (312) 345-8817. 

All the best!
Logan Consulting
www.loganconsulting.com



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