Periodic Tasks

This topic provides information about the batch jobs that must be run at periodic intervals by a user in Anthology Finance & HCM to create and update data in Anthology Finance & HCM and synchronize with the data in Anthology Student.

The batch jobs can be configured to run in the background and the recurrence schedule can be set to run the batch jobs at recurring intervals. Further, the progress of the batch jobs can be viewed in the Batch jobs page (under System administration > Inquiries > Batch jobs) in Microsoft Dynamics 365 for Finance and Operations.

Roles and Privileges

  • CMC: Student accounting administrator - To view, configure, and run the batch jobs for Student transactions.

  • CMC: Federal work study administrator / CMC: Federal work study manager - To view, configure, and run the batch jobs related to Federal work study payroll.

Access Method

Click Student accounting > Periodic tasks > <Batch job name>

Batch Jobs and their Description

  • This job creates journal records for all the non-posted revenue recognition transactions and updates the status of the revenue recognition transactions as posted in Anthology Finance & HCM. Further, a CNF Batch Number is generated for the posted revenue recognition transactions in Anthology Finance & HCM, which is sent to Anthology Student and updated for the corresponding transactions.

  • This job must be run manually once during the initial system setup and can be configured to run in the background at regular intervals.

    • Note:  When a transaction is posted the Earned Date is displayed at Voucher form in the Earned Date column and not the posted date so that Trial Balance is accurate for revenue accounts.

This job performs the following operations:

  • Creates journal records for all the non-posted transactions excluding the revenue transactions, and updates the status of the transactions as posted in Anthology Finance & HCM.

    Additionally, in the Student accounting parameters page, in the Posting tab > Pending deposits section, when the Enable pending deposits flag is set to:

    • No - The Ledger journals batch creating and posting batch job updates status of the payment transactions (check, cash, miscellaneous receipts) as posted.

    • Yes - The Ledger journals batch creating and posting batch job moves the payment transactions (check, cash, miscellaneous receipts) to the Pending deposits form for further processing. After the deposit slip for the transactions are generated, the transactions are automatically removed from the Pending deposits form and their status is set to Posted in the Student transactions page in Anthology Finance & HCM.

  • Generates a CNF Batch Number for each posted transaction in Anthology Finance & HCM, which is sent to Anthology Student and updated for the corresponding student transaction.

This job must be run manually once during the initial system setup and can be configured to run in the background at regular intervals.

This job updates the Minimum Transaction Date in Anthology Student for campuses in the following scenarios:

  • A Campus is added in Anthology Student for an associated legal entity in Anthology Finance & HCM.

  • The period is closed for a legal entity in the Ledger Calendar (under General ledger > Period close > Ledger calendars) in Anthology Finance & HCM.

Although, this job is automatically triggered during the above scenarios, sometimes the automatic integration fails and you must manually run this job to update the Minimum Transaction Date in Anthology Student after a period is closed for a legal entity.

This job sends the details of the reconciled student transaction in Anthology Finance & HCM to Anthology Student.

Although, this job is automatically triggered when the student transaction is reconciled in Anthology Finance & HCM, sometimes the automatic integration fails and you must manually run this job to send the details of the reconciled student transaction to Anthology Student.

This job retrieves settlement transactions applied on a posted student transaction in Anthology Student and displays the settlement transactions in the Settlements page (under Student accounting > Student > Transactions > select a transaction and click Settlements). For more information, see Settlements Page

Run this job after the student transactions are posted in Anthology Finance & HCM.

This job synchronizes the transaction records imported in Anthology Finance & HCM with corresponding transaction records in Anthology Student and updates the Sync status field of the imported transaction in Anthology Finance & HCM.

This job must be run before running the Ledger journals batch creating and posting job for imported transactions.

This section describes the two batch jobs that are available for validating and generating federal work study earnings that can be configured and run in the background at regular intervals.

  • Generate federal work study earnings

    This batch job generates the federal work study earnings for workers with the Student role that have Federal work Study positions assigned to them.

    The administrator needs to configure this batch job by selecting appropriate Pay group and Pay period dates for generating the earnings of workers with the Student role.

  • Validate federal work study earnings

    This batch job validates the federal work study earning lines against the student awards linked to workers with the Student role, for earning statements.

    The administrator needs to configure this batch job by selecting appropriate Pay group and Pay period dates for validating the earning lines of workers with the Student role.

For information on viewing Federal work study earnings for a worker with the Student role, see Federal Work Study Earning Statements Page