Using the Action Board with Multi-Entity Management

Before processing payments using Binary Stream’s Multi-Entity Management (MEM) with the Action Board, the following steps must be taken:

• MEM must be activated for all entities you want to process with the Action Board.
• All users must have a default entity assigned. That entity ID will be pulled by default from the Payables Batch Entry window when the Action Board goes through the automated build process. If you do not have an entity ID set up for a company that is going to be included in your Action Board processes, you will be notified through a warning message.
  

When using the Action Board, you can Centralize or Decentralize your process when you are building a Process ID.

Build Batches

1. Open the Mekorma Process Maintenance window (Mekorma Area Page > Setup > System > Mekorma Process Maintenance).

2. Type in the name of a new or existing Process ID. If creating a new one, select a combination of a company, checkbook, Build ID, and payment type to add to the Process ID.

3. Click Insert.

4. Select the build parameter you would like to Centralize or Decentralize.

5. Click on the MEM button at the top of the window to open the Multi-Entity Management Settings window.

6. Select a Centralized or Decentralized processing type. One or both processing types can be included within a Process ID.

7. Click OK to close the window.

8. On the Action Board, select the Process ID that contains the Centralized and/ or Decentralized build criteria.

9. Check the box next to each batch you would like to build, and click Process. Centralized and Decentralized processes can be built simultaneously, or one at a time.

10. When building batches for a Centralized process:
    • The system will build one batch from all invoices that meet the selected build criteria from each of the child entities within the designated parent entity. See the Build Results Report:

11. When running a Decentralized process:
    • One batch is built for each entity, resulting in multiple total batches. See the Build Results Report:

12. Continue with the next steps in the Action Board to process and post your batches.