You have the option of defining additional selection criteria for the Batch Run. For certain reports (e.g. AUDIT REPORT), defining criteria will be mandatory, and if not supplied, an error message will be displayed.
Click CRITERIA. The Report Criteria screen will be displayed, showing the batch items available for selection. Depending on the type of batch group selected, different criteria will be available for selection, as shown below.
Batch Group = COMMISSION
Batch Group = MEMVALDUEDATE
Batch Group = ANNUITY VALUAT
Batch Group = AUDIT REPORT
Batch Group = CONTRIB RECON
Batch Group = EXIT VALUES
For an Umbrella Scheme, these criteria apply only to the umbrella sub-schemes and not to the main umbrella scheme.
Batch Group = EXITS
For an Umbrella Scheme, these criteria apply only to the umbrella sub-schemes and not to the main umbrella scheme.
Batch Group = EXPENSES
Note:
The INCLUDE EXITS criteria option is selected in order to indicate whether or not an expense must be calculated for a member who exited within the month for which an expense calculation is being done.
Batch Group = MEMBER SAL LIST
For an Umbrella Scheme, the INSURER, MEMBER CATEGORY and PAY CENTRE criteria apply only to the umbrella sub-schemes and not to the main umbrella scheme.
Note:
If no criteria are selected, the report will be produced in Excel.
Batch Group = MEMBER VALUES
For an Umbrella Scheme, the PAY CENTRE and PORTFOLIO criteria apply only to the umbrella sub-schemes and not to the main umbrella scheme.
Note:
If no criteria are selected, the report will be produced in Excel.
Batch Group = INSURED COVER
For an Umbrella Scheme, the BENEFIT EVENT, INSURER, MEMBER CATEGORY and PAY CENTRE criteria apply only to the umbrella sub-schemes and not to the main umbrella scheme.
Note:
If no criteria are selected, the report will be produced in Excel.
Batch Group = MEMBER BENEFITS
For an Umbrella Scheme, these criteria apply only to the umbrella sub-schemes and not to the main umbrella scheme.
Note:
If PURPOSE is selected with ADD, the Benefit Statement Purpose Selection screen will be displayed.
Click 
and select a purpose.
Click OK to make the selection. The JAJV Report Criteria screen will be displayed with the selected criteria displayed.
If a purpose has not been selected, the following error message will be displayed when OK is selected on the JAJV Schedule Scheme for Batch Run screen, after all of the relevant criteria have been selected.
PURPOSE has not yet been selected. Please select.
Click OK and select a purpose. This message will continue to
display until a purpose has been selected.
Batch Group = VALUATION
Note:
The system will validate whether there is an existing Batch Schedule for the same Scheme with a Batch Group of VALUATION. If the Report Criteria selected are the same as the existing Batch Schedule, the system will check that the period for the new Batch Run does not overlap with the existing Batch Schedule i.e. that the From Effective Date is not less than the To Effective Date of the existing Batch Schedule. If it does, the following error message will be displayed:
The valuation report must either complete or be deleted before another one can be scheduled.
Batch Group = INVEST STATEMNT
Note:
There are no criteria for the following batch groups:
- ADHOC
- ANNUITANT STAT
- BACKDATE
- CONTRIBUTIONS
- DEF ANNUITY VAL
- INCL CRITERIA
- TRANSFER OUT
- UNSUSP ANNUITNT