Daily Process

This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

Daily Process

Daily Process executes one or more date-driven accounting, customer/policy, download, or sales tasks.

Post Invoices is the only process that defaults as checked. Other options available under the Daily Process form described below should be checked to run, as desired. Selecting optional processes, such as Generate Production Analysis Charts, may increase processing time.

To access and run Daily Process:

From any Center or data entry form that has a Toolbox menu, click Toolbox > System Administration > Daily Process or from the Financial Center, click Action > Daily Process.
Verify the settings; change as necessary.
Click OK.
When processing is complete review the Daily Process Report to verify processing completed successfully.

Fields/Options

What is this?

Daily Process was last run on

This date is inactive and represents the last day on which Daily Processwas run.

Daily Process will run for each of the following days

The Begin Date represents the last day Daily Process was run and cannot be changed.

The End Date defaults to the current system date.

You can back date this date field as long as the date chosen is not less than the Begin Date.
You can future date this date field. A message appears warning you that the date is greater than the current system date, do you want to continue. Click OK to begin daily process.

Daily Processposts transactions on each day of the process period.

Financial Tasks

Tasks	What is this?
Post Invoices	Posts any invoice/installment transactions previously entered in the accounting system that were future but are now within the number of days to bill in advance range. The Last Run Date also displays.
Generate Production Analysis Charts	Graphs displayed in the Financial Center Charts tab are updated with current production analysis information.
Generating Recurring Checks	Generates Recurring Checks with interval dates that fall within the daily process period.
Generate Recurring Journal Entries	Generates Recurring Journal Entries with interval dates that fall within the daily process period.
Late Charges	The Late Charge message and date field appear only if your agency has late charges turned on in Agency Setup > Accounting Options > Late Charge Options. Then, late charges are generated for a customer if: The customer has late charges turned on. For more information see Customer > Options section. Is the Apply Late Charge checkbox, checked? The last day of the month is included in the process period since Late Chargesalways post on the last day of the calendar month. Be sure to run Daily Process for a period covering the last calendar day of a month before printing your end of month customer/broker statements to insure that late charges are posted.

Customer/Policy Tasks

Task

What is this?

Based on expired policies

Group/Field

What is this?

Set Customer to Inactive based on

Enter the date that you want AMS360 to use to validate whether a policy is in-force.

When you choose to run this option, the following conditions apply:

Customers without policies are not touched.
The status is changed to Inactive for any customer who has all expired policies or submissions, based on the date entered.

Sales Tasks

Task

What is this?

Process Campaigns

Activates new campaigns and generates actions for active campaigns. The actions are included in suspense items. Once the suspense item is marked as "complete," the participant is available to move to the next step in the campaign when Process Campaigns is run the next time.

The Last Run Date also displays.

A campaign is not active or started until you run Process Campaigns.

System Tasks

Task	What is this?
Purge Notes	Use this to purge the notes via the Daily Process.

Daily Process's affect on Download Transactions: As a background maintenance feature of Daily Process, the Download Transaction table in your AMS360 database is purged of any transaction rows (endorsements, cancellations, etc.) associated with an expired policy. (Based on the Through Date you've entered) The purge also applies to any rating or Producer Plus transactions. Because of this purge, the Download Detail report no longer reports on any of those transactions.

It is a good idea to run Daily Process every day. You may also wish to run it early in the day so that invoices that post are available for invoice printing that day and campaigns generate the appropriate actions to be taken that day.

You can run Daily Process as many times per day as you wish.

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