Administration
Processing
Working with the “Processing” administration form.
The “Processes” form runs available administrative processes with selected parameters.
Changes may affect BookSoft availability or behavior and should be made only by an authorized administrator.
How to open
In BookSoft, open Administration → Processing. Page visibility and the availability of create, edit, and delete actions are controlled by user roles.
List and search
After opening, the list shows the available records. Leave the search field empty to display all values; enter part of a name or key only when the list must be narrowed. Select a row before running an action.
Fields and columns
| Field | How to use it |
|---|---|
| Organization | Select the organization; the available data scope and report currency depend on this selection. |
| From Date And Time | Set the period or date for which the result must be generated. |
| Element type | Fill it for the required context; an optional field may remain empty. |
| Module | Fill it for the required context; an optional field may remain empty. |
| Apply condition | Fill it for the required context; an optional field may remain empty. |
| Document period | Set the period or date for which the result must be generated. |
| Change period | Set the period or date for which the result must be generated. |
| Actuality Point | Fill it for the required context; an optional field may remain empty. |
| Change Ban Date | Set the period or date for which the result must be generated. |
| Closing Date Of Accounting Period | Set the period or date for which the result must be generated. |
| Date Of Violation Of Sequence Documents | Set the period or date for which the result must be generated. |
Work with records
- Select the required process from the list.
- Review its purpose and fill the parameters.
- Run it only after the required backup or administrator approval is in place.
- Wait for completion and review the messages and result.