Creating a reconciliation task

Use the Reconciliation Tasks application to create reconciliation tasks. You can create reconciliation task records from the List tab or from the Reconciliation Task tab in the application. When you create a reconciliation task, you can also set a schedule for processing the reconciliation task.

About this task

A reconciliation task consists of three possible components: a task filter (optional), one or more link rules, and one or more comparison rules (optional).

The steps for creating a reconciliation task follow.

Procedure

  1. On the toolbar in the Reconciliation Tasks application, click New Reconciliation Task. The application displays a new reconciliation task record on the Reconciliation Task tab.
  2. In the Reconciliation Task field, enter the name that you want to assign to the reconciliation task. The name is a unique identifier for the reconciliation task.
  3. Optional: Describe your new task in the Description field. To add more task-related information, click Long Description, enter your text, and click OK.
  4. Optional: Select the Is Case Sensitive check box. Selecting this check box makes all elements of the task case sensitive, including the task filter and any link rules or comparison rules associated with the task.
  5. Optional: In the Task Filter field, select a task filter.
  6. To schedule processing of the reconciliation task, do the following things:
    1. In the Schedule field, click Set Schedule.
    2. In the Select Value window, set the schedule for processing the reconciliation task and click OK.
    3. From the Select Action menu, select Activate/Deactivate Reconciliation Task. The application selects the Active field. The reconciliation task is processed on the schedule defined in the task. (If necessary, you can deactivate the schedule using the same menu option.)
  7. In the Type of Reconciliation table window, click Select Value in the Data Set 1 field to select the appropriate authorized data set. The application automatically populates the Data Set 2 field with the corresponding discovered data set. For example, if you select ASSET for Data Set 1, the application selects DEPLOYED ASSET for Data Set 2.
  8. In the Link Rules table window, select from the following options to create one or more link rules for the reconciliation task:
    • To select an existing link rule, click Select Link Rule and select one or more link rules from the Select Link Rule window.
    • To create a new link rule, complete the following steps:
      1. In the Link Rules table window, click New Row.
      2. In the Link Rule field, click Detail Menu and select a link rule.
      3. If creating more than one link rule, enter a sequence number in the Sequence field to specify the order in which to process the link rule.
  9. Optional: In the Comparison Rules table window, select from the following options to create one or more comparison rules.
    • To select an existing comparison rule, click Select Comparison Rule.
    • To create a new comparison rule, complete the following steps:
      1. In the Comparison Rules table window, click New Row.
      2. In the Comparison Rule field, click Detail Menu and select a comparison rule.
  10. Optional: In the Comparison Results field, click Select Value to select the type of results for the comparison rule. The Comparison Results field specifies which comparison results to display in the reconciliation results application. If you define a comparison rule for the reconciliation task, select a value for this field.
  11. When you complete the reconciliation task, click Save Reconciliation Task.


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