Guide
Monthly Batch Allocation
The Monthly Batch Allocation section brings together admin functions that support capacity or booking allocation in monthly cycles. This area is important when a service is tied to monthly limits and scheduling needs to be managed based on month-wide batch processes rather than individual events.
The goal of this section is to help you plan, review, and finalize monthly batch runs safely. During the process, you need to balance demand, available capacity, and business rules, which is why the module places special emphasis on planning statuses, locks, and transparent monitoring.
What does this section include?
- Monthly batch admin: starting, scheduling, and finalizing runs, along with related exports and checks.
- Lock management: controlling changes before and after finalization to ensure the monthly batch remains intact.
- Monitoring and metrics: overview views of performance, errors, and quick validation of batch results.
When should you use it?
Use this section when you perform monthly allocations and it’s important that the entire batch process is transparent, verifiable, and traceable. Monthly Batch Allocation helps ensure that monthly distributions are carried out consistently, in a controlled manner, and in line with internal rules.