Enhanced interface

Bulk action runs—Contracts

This list supports the enhanced lists interface. Learn more about using enhanced lists.

A bulk action run record is created every time you execute a process that affects multiple records, like when you post revenue or expense recognition. The bulk action run shows the status of action requests before and during processing, and shows the results of the request.

Subscription	Contracts
Regional availability	Australia Canada South Africa United Kingdom United States
User type	Business
Permissions	Bulk action runs: List, View

About bulk action runs

Sage Intacct creates a bulk action run when you initiate a process that could affect multiple contract lines. For example, Intacct creates a bulk action run when you post revenue or expense recognition. 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 also displays this information, so it's okay to delete the email.

The bulk action run shows details about the contract lines that were involved in a process. For example, the bulk action run for revenue posting shows the following for each contract line:

If the revenue posted successfully, the bulk action run displays a link to the applicable revenue schedule.
If the revenue post was not successful, the bulk action run displays an error message to help you identify and correct data issues.

The bulk action run also shows who executed an action, when the action was executed, and on which contracts the action was executed.

View a bulk action run

Go to Contracts > All > Manage schedules > Bulk action runs.
Find the bulk action run that you want to view.
Select More actions > View at the end of the row.
Do one of the following:
- To view a contract schedule, select a link in the Data value column.
- To view the contract associated with a contract schedule entry, select the link in the Contract column.

Go to Contracts > All > Manage schedules > Bulk action runs.
Select View next to the desired bulk action run.
Do one of the following:
- To view a contract schedule, select a link in the Data value column.
- To view the contract associated with a contract schedule entry, select the link in the Contract column.

Field descriptions

Bulk action runs field descriptions
Field	Description
Queued	The number of contract schedule entries waiting to be processed.
In progress	The number of contract schedule entries that have not yet been processed. A value appears in this field if the scheduler has started to process the bulk action run but it has not yet completed.
Success	The number of contract schedule entries that were successfully processed.
Error	The number of contract schedule entries that were not processed due to errors.
Total count	The total number of contract schedule entries that were processed.

Run summary

Run summary field descriptions
Field	Description
Bulk action	The type of bulk action. Values are: Post <Rev 1 or 2 journal ID> revenue recognition Post <Exp 1 or 2 journal ID> expense recognition Update percent complete schedules as of <date>
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
Customer	The customer associated with the corresponding contract. Select the link in this field to display the customer information in a popup window.
Contract	The contract associated with the corresponding customer that was included in the bulk action process. Select the link in this field to display the contract in a popup window.
Line no	The contract line associated with the corresponding contract that was included in the bulk action process. This column is blank for contract-level expense schedule entries.
Item	Displays one of the following, depending on the type of bulk action: The item associated with the corresponding contract line The item associated with the contract line-level expense The item associated with the contract-level expense Select the link in this field to display the item information in a popup window.
Run state	Displays one of the following: Queued: The contract schedule entries are waiting for the bulk action run to execute. In progress: The bulk action run is currently processing contract schedule entries but has not finished. Success: The associated contract schedule entries were posted successfully. Failed: Intacct didn’t post the associated contract schedule entries due to errors. See the Errors column for information.
Data value	Shows the data result of the bulk action. For revenue or expense posting: This field displays the revenue or expense schedule entry amount and the scheduled posting date for the contract schedule entry that Intacct posted or tried to post. For example, 10-09/30/2021 Select the link in this field to display the revenue or expense schedule. For Update percent complete processing: If Intacct finds a percentage of completion, this field displays the following for each applicable journal: Whether the percentage is based on the project or task (Proj or Task) The source for the percentage of completion: Obs = Observed percent complete Est = Estimated hours Pln = Planned hours Bdg = Budgeted hours The total percentage of completeness of the applicable revenue schedule. If the process was successful but either no data exists to determine a percentage of completion or if there was no change in the percentage of completion since the last time that the Update percent complete process was run, Intacct displays "No percentage change identified". If the process failed, Intacct displays "Unable to update percentage". Select the link in this field to display the contract line.
Errors	If the Run state = Failed, shows the error messages associated with the failure. See Troubleshoot revenue or expense posting for solutions to common errors.
Request ID	A unique ID associated with the corresponding contract schedule entry. If you need to log a support case regarding bulk action run errors, include the Request ID in the case.