Creating a Process Template

A Process Template allows you to specify all the payment batches that you want to build. Insert Build IDs from all your companies to pay multiple batches at once.

*Simply put, a Process Template tells Business Central how you are going to pay your batches.

The bulk of this process takes place in the Build Details. Here, you select your company, payment criteria, and which Build ID to include. To keep the process simple, Action Board works only with payments with a balance account type of Bank Account. The lower section contains the specific Build IDs currently inserted in your Process Template.

Creating a Process Template requires you to associate the relevant companies with the desired Build IDs. You do this one at a time in the build details. The build details are the criteria for how you want to associate the company with the Build ID. The lookups in the build details are not universal—they apply to the selected company.

To create a Process Template:

1. Access Mekorma Process Templates.

2. Create a new entry. Alternatively, you can edit an existing template by clicking on the relevant template name.
   

3. Add the template name and description.
   

4. Choose which company you want to set parameters for and then fill in each Build Details field with the necessary information. Select the Build ID that contains the desired build criteria.
   

*In the Build Details, you must first choose a company before setting the parameters.

5. Click Insert Template Detail Line at the top of the page to add the build detail to the Process Template.
   

6. Repeat steps 4-5 until you have all the necessary criteria for the Process Template.