Bulk action runs—Order Entry

A bulk action run is created every time you execute a process that affects multiple records, like when you post transactions. The bulk action run shows the status of requests before, during, and after processing.

Subscription

Standard revenue recognition for Order Entry
Regional availability

  • Australia

  • Canada

  • South Africa

  • United Kingdom

  • United States
User type

Business
Permissions

Order Entry

  • Bulk action runs: List, View

About bulk action runs

Sage Intacct creates a bulk action run when you initiate a process that affects multiple records. For example, Intacct creates a bulk action run when you post transactions from the Revenue Transaction Entries page. Intacct processes requests in the order in which they were received, so the time it takes to process the bulk action will vary. You can view the bulk action run to check the processing status of the request.

When Intacct completes the bulk action run, it sends an email notification to the user who initiated the bulk action. The email displays the number of records processed, the number of records that processed successfully, and the number of errors that occurred, if any. The bulk action run record displays this information too, so it's okay to delete the email. The bulk action run also shows who executed an action, when the action was executed, and on which transactions the action was executed.

View a bulk action run

  1. Go to Order Entry > All > Revenue recognition > Bulk action runs.
  2. Find the bulk action run that you want to view.
  3. Select More actions > View at the end of the row.
  4. To view a transaction, select the link in the Document number column.

Field descriptions

Bulk action runs field descriptions
Field Description
Queued The number of transactions that are waiting to be processed.
In progress

The number of transactions that the run has started to process, but has not finished processing yet.
Success The number of transactions that were successfully processed.
Error The number of transactions that weren’t processed due to errors.
Total count The total number of transactions in the run.

Run summary

Run summary field descriptions
Field Description
Bulk action

The type of bulk action.

Created by The name of the user who initiated the bulk action run.
Created date The date and time that the bulk action run was initiated.
Email address The email address of the user who initiated the bulk action run. When the bulk action run is completed, Intacct sends a notification to this email address.
Modified date The date and time that the bulk action run was completed and the notification email was sent.

Record number

The identifier of the bulk action run record.

Run detail entries

Run detail entries field descriptions
Field Description
Document number

The unique identifier of the transaction.
Run state

Displays one of the following:

  • Queued: The transaction is waiting for the bulk action run to start.
  • In progress: The bulk action run is currently processing the transaction but has not finished.
  • Success: The associated transaction was posted successfully.
  • Failed: The transaction wasn’t posted due to errors. See the Error message column for more information.
Error message

If the Run state is Failed, this field shows the error messages associated with the failure.

Request ID

A unique ID associated with the corresponding transaction.

If you need to log a support case regarding bulk action run errors, include the Request ID in the case.