Create a Process ID

A Process ID allows you to save build criteria for multiple companies and checkbooks. When a Process ID is run in the Action Board, batches are built according to all the build parameters you have saved within that ID.

*To open the Action Board Process Maintenance window, go to the Mekorma Area Page > Setup > System > Action Board Process Maintenance

Basic

To create a Process ID that will be used to generate batches in a single company with one checkbook, proceed as follows:

1. Open the Action Board Process Maintenance window.

2. To create a new Process ID, type the desired name in the Process ID field. Or, use the look-up to bring up an existing Process ID for editing.

3. Using the look-up next to each corresponding field, choose a company, a checkbook, and a Build ID that contains the desired build criteria.

4. Choose the payment types you would like to include by checking the boxes next to Checks and/ or EFTs.

5. Press Insert.

6. Save after adding desired criteria.

Advanced

To create a Process ID that applies multiple Build IDs to multiple companies and checkbooks, use the Advanced option:

1. Open the Action Board Process Maintenance window.

2. Click on Advanced in the top menu bar.

3. To create a new Process ID, type the desired name in the Process ID field. Or, use the look-up to bring up an existing Process ID for editing.

4. When the Checkbooks radio button is selected, all available companies and their associated checkbooks will be listed. Use control + click shortcut to select all companies/ checkbooks to which you want to apply a particular Build ID.

5. Click on the Checks and/ or EFTs button, depending on which payments types you want to include. This will add the information to the Linked Checkbooks and Build IDs section on the right-hand side of the window. The applied Build ID will be listed as DEFAULT.

6. Again using the control + click shortcut, choose all checkbooks to which you want to apply a particular Build ID, the choose the desired Build ID to apply it to those checkbooks:

7. Repeat this process until the Process ID contains all checkbooks, payment types and Build IDs you want to include.

8. Save and close the window.

*See how a Process ID can be run in the Action Board to build batches in one or more companies/ checkbooks.