Duplicating a reconciliation task

Use the Reconciliation Task tab to create a new reconciliation task based on an existing one. Afterward, you must name the new reconciliation task and, as needed, you can further modify the task.

About this task

Once you duplicate the reconciliation task, the application clears the Reconciliation Task field, so that you can type a new name for the duplicated reconciliation task.

When you duplicate a reconciliation task, the application also duplicates the schedule for processing the reconciliation task. However, the application does not activate the task. You must complete that step manually, as described below.

The steps for duplicating a reconciliation task follow.

Procedure

  1. On the List tab, select the reconciliation task that you want to duplicate.
  2. From the Select Action menu, click Duplicate Reconciliation Task. The application duplicates the reconciliation task record with the Reconciliation Task field empty.
  3. In the empty field, type a name for the new reconciliation task record.
  4. Optional: Describe your new task in the Description field. To add more task-related information, click Long Description, enter your text, and click OK.
  5. Optional: To modify the schedule for processing the reconciliation, complete the following steps:
    1. In the Schedule field, click Set Schedule.
    2. In the Select Value window, modify the schedule for processing the reconciliation task and click OK.
  6. Optional: To activate reconciliation task for processing, from the Select Action menu click Activate/Deactivate Reconciliation Task. The application marks the Active check box for you. The reconciliation task will be executed on the schedule defined in the task. If necessary, you can deactivate the schedule using the same menu option.
  7. Optional: You can modify the task filter, link rules, comparison rules, or other fields on the reconciliation task, if necessary.
  8. When you complete work on the duplicate reconciliation task, click Save Reconciliation Task.


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