Job Processing Date Parameters
The date parameters for job processing are key to a successful processing run. If the dates are incorrect, they could cause job processing to fail or a report to not run properly. When you click on the calendar icon in the report parameters of any report, you will see this screen:
DDI recommends that you avoid using the Fixed Date option, as it limits the flexibility of your reporting. If Fixed Date is selected, the report date will never change, regardless of how often it is run.
At the bottom of the date parameters screen, you will see radio buttons for "first" and "last":
The options in your Date list will change depending on your selection of either first or last.
When First is Selected
The system will default to current, to indicate the current month. You can click the < and > arrows to modify this setting. You can select Next, 2nd next, etc. In most cases, you will leave this selection as Current:
In addition to the days of the week and fixed date, you have the following options when "First" is selected:
| Selection | Description |
|---|---|
| Process date | Indicates that the report will use the current process date setting when determining the next date to run the report |
| Business date | Indicates that the report will use the current business date setting when determining the next date to run the report |
| First calendar day of month | The system will run the report on the first calendar day of each month |
| First calendar day of quarter | The system will run the report on the first calendar day of each quarter |
| First calendar day of semi-yr | The system will run the report on the first calendar day of each semi year (every 6 months) |
| First calendar day of year | The system will run the report on the first calendar day of each quarter |
| Work Day | The system will run the report on the next date identified as "WD" on the job processing calendar |
| First day of week | The system will run the report on the next date identified as "WB" on the job processing calendar |
| First day of month | The system will run the report on the next date identified as "MB" on the job processing calendar |
| First day of quarter | The system will run the report on the next date identified as "QB" on the job processing calendar |
| First day of semi-year | The system will run the report on the next date identified as "SB" on the job processing calendar |
| First day of year | The system will run the report on the next date identified as "YB" on the job processing calendar |
| First day in acct. period | The system will look at the accounting period in Fiscal Year Setup and use the first day of the current period to run the report |
| First day in acct. pd. by year | The system will look at the accounting period in Fiscal Year Setup and use the first day of the fiscal year to run the report |
The "First calendar day of..." setting uses the process date to determine the first date. The "First day of..." looks for specific entries on the job processing calendar based on the business date.
When Last is Selected
In addition to the days of the week and fixed date, you have the following options when "Last" is selected:
| Selection | Description |
|---|---|
| Process date | Indicates that the report will use the current process date setting when determining the next date to run the report |
| Business date | Indicates that the report will use the current business date setting when determining the next date to run the report |
| Last calendar day of month | The system will run the report on the last calendar day of each month |
| Last calendar day of quarter | The system will run the report on the last calendar day of each quarter |
| Last calendar day of semi-yr | The system will run the report on the last calendar day of each semi year (every 6 months) |
| Last calendar day of year | The system will run the report on the last calendar day of each quarter |
| Work Day | The system will run the report on the last date identified as "WD" on the job processing calendar |
| Last day of week | The system will run the report on the next date identified as "WE" on the job processing calendar |
| Last day of month | The system will run the report on the next date identified as "ME" on the job processing calendar |
| Last day of quarter | The system will run the report on the next date identified as "QE" on the job processing calendar |
| Last day of semi-year | The system will run the report on the next date identified as "SE" on the job processing calendar |
| Last day of year | The system will run the report on the next date identified as "YE" on the job processing calendar |
| Last day in acct. period | The system will look at the accounting period in Fiscal Year Setup and use the last day of the current period to run the report |
| Last day in acct. pd. by year | The system will look at the accounting period in Fiscal Year Setup and use the last day of the fiscal year to run the report |
Add/Subtract Time from Report Date
In addition to first and last, there are 5 other fields available to you on this screen:
These fields allow you to add or subtract days, weeks, months or years to the date you select for the report. For example, if you wish to run the report three months from the current process date, you would click the up arrow 3 times and then select months:
This is helpful for jobs where you might wish to generate information for a future or past date. An example might be if you wish to see all investments or loans maturing in the next month. You could select Current, then Process Date, and then do +1 and select months:
If you have any questions about the date parameters in the DDI Connect Job Processing, please contact DDI Client Support for assistance.
