User manuals

Rated items

The Rated items (aka RT for rated transaction) are wallet operations that have been made ready for invoicing, or created directly.

This screen allows to:

  • Manage rated items through simple or advanced filters

  • Download a filtered list of rated items

  • Follow the exports run in the background

  • Launch the job to transform Wallet operations into Rated items

  • Launch the article mapping job to assign rated items to an article, to prepare for invoicing

  • Follow the RT-related jobs status

Rated items list

Rated items are either Open (not invoiced) or Billed (invoiced).
There are other less common statuses, you see them all on the rated transaction page.

image-20240502-074801.png

Simple filter

This filter is for the main frequents use of this screen, other parameters can be added clicking on image-20240502-075207.png

image-20240502-075135.png

Advanced filter

Here, you can have access to the advanced filtering tool (similar to Query tool) filters, and to apply it, please click on the filter button in red at the bottom:

image-20240502-075534.png

Exporting rated items


From 18.1.0 onwards, you can export the rated items that match your filter either straight away or in the background. Either way, an export holds at most 1,000 rated items by default: the advanced setting genericExport.limitation.default sets this limit.

  1. Filter the list to the rated items you want to export.

  2. Click the export button. The Export items window tells you how many items you are about to export.

  3. Choose how to export with the Asynchronous export switch:

    • off: the file is downloaded as soon as it is ready;

    • on: the export runs in the background, and you receive an email when the file is available.

  4. Click Confirm to start the export, or Cancel to close the window without exporting.

When your platform is configured to treat rated items as a very large table, the switch is on by default and a warning advises you to use the asynchronous export. Otherwise, it is off by default.

When the export runs in the background, a message confirms it and no file is downloaded at this point. The email tells you where the export file is. You can follow the export in the Batches tab.

Launching a job

image-20240502-074615.png

Rated transaction job

When clicking on RT Job, you will see on the top right:

image-20240502-074442.png

When completed it will become:

image-20240502-074528.png

You can see the job result in the RT Jobs report:

image-20240502-074547.png

Here we can see new open transactions:

image-20240502-074507.png

Article mapping job

You may need to run article mapping for invoicing and accounting.

For this job, the same behavior is expected:

image-20240502-074913.png

You will see its status when run:

image-20240502-074930.png


Batches


From 18.1.0 onwards, the Batches tab lists the batches recorded for rated items, such as exports run in the background. Jobs process these batches, either on a schedule or when you run them.

To process batches, select them and click Process. Only open batches are processed.

Each run of the export job also appears in the Jobs report tab.