Difference between revisions of "Auto Process Schedule"

Latest revision as of 14:27, 5 August 2024

General Information

Default Menu Location: Maintain >> System >> Auto Process Schedule

Screen Name: AUTOSCHVIEW

Function: The Auto Process Schedule screen is used to set up automatic batches and report sets.

Schedule

The Schedule shows a daily view of each report set and batch that is scheduled to run.

You can scroll through each week by using the corresponding Previous Week and Next Week.

Double-click on any Report Set record on the screen to view more details about it.

Right-click on any Report Set or Auto Batch to delete it. You are also presented with the option to delete all future events.

Add Auto Batch

To schedule an Auto Batch, select the Events tab, and then choose Auto Batch from the Priority drop-down menu. Next, enter the Start and End Dates, as well as the Time you want the batch to run.

You should schedule the batch to run according to your report sets.

For example, if a Balance Sheet is in your report sets, then you want the batch to run before the Balance Sheet report set so that everything has been batched and posted.

There is no CID filter for the Auto Batches. Each CID must be configured to run an auto batch. Please see the Auto Batch Options - AUTOBATCH Rule for more information. Also, the AUTOBATCH setup option must be enabled for the batch to run.

Add Report Set

To schedule a Report Set, select the Events tab, and then choose Report Set from the Priority drop-down menu. Next, enter the Start and End Dates, as well as the Time you want the report set to be scheduled. Next, select the frequency (Weekly, Monthly, or Yearly) in which the report set should be posted. Lastly, select the specific report set(s) and CID(s) from the corresponding lists: Report Sets and CIDs.

Viewing/Editing Schedule

Double-click a Report Set to view the details of the reports, who they're sent to, where they're saved, etc.

Right-Click a Report Set or Batch, then select Change Time, Change Schedule (Extend Event(s)), or Delete Event to modify it. You can reschedule and delete future events as well.

Change Time

Change Schedule (Extend Event(s))

Delete Event

@@ Line 1: / Line 1: @@
 __NOTOC__
 ===General Information===
 '''Default Menu Location''':  Maintain >> System >> Auto Process Schedule
@@ Line 10: / Line 8: @@
 [[File:Auto_Process_Schedule_-_Schedule.jpeg]]
 ===Schedule===
 The Schedule shows a daily view of each report set and batch that is scheduled to run.
-You can scroll through each week by using the corresponding forward and backward buttons.
+You can scroll through each week by using the corresponding Previous Week and Next Week.
-The CID drop down will filter the schedule by the CID you select.  Otherwise, it will show all CIDs.
 Double-click on any Report Set record on the screen to view more details about it.
-Right-click on any Report Set or AutoBatch to delete it.  You are also presented with the option to delete all future events.
+Right-click on any Report Set or Auto Batch to delete it.  You are also presented with the option to delete all future events.
 ===Add Auto Batch===
 To schedule an Auto Batch, select the Events tab, and then choose Auto Batch from the Priority drop-down menu. Next, enter the Start and End Dates, as well as the Time you want the batch to run.
@@ Line 35: / Line 34: @@
 [[File:Auto_Process_Schedule_-_Events_Auto_Batch.jpeg]]
 ===Add Report Set===
-[[File:Auto_Process_Schedule_-_Events_Report_Set.jpeg]]
+To schedule a Report Set, select the Events tab, and then choose Report Set from the Priority drop-down menu. Next, enter the Start and End Dates, as well as the Time you want the report set to be scheduled. Next, select the frequency (Weekly, Monthly, or Yearly) in which the report set should be posted. Lastly, select the specific report set(s) and CID(s) from the corresponding lists: Report Sets and CIDs.
-*Tip: To schedule a report set to run on the last day of every month (whether it is the 31st, or 30th, or 28th), enter '32' in the Day field of the Monthly settings.
+[[File:Auto_Process_Schedule_-_Events_Report_Set.jpeg]]
 ===Viewing/Editing Schedule===
 * '''Double-click a Report Set to view the details of the reports, who they're sent to, where they're saved, etc.'''
-[imageauto||http://i.imgur.com/ccU9Ocf.png|]
+[[File:Auto_Process_Schedule_-_View_Report_Set_Details.jpeg]]
-* '''Shift + Left-Click to reschedule a Report Set or Batch. You can reschedule future events as well.'''
-[imageauto||http://i.imgur.com/eKu7cmh.png|]
-* '''Right-Click a Report Set or Batch to delete it. You can delete future events as well.'''
-[imageauto||http://i.imgur.com/7pQqCM6.png|]
-==Extending Full Day of Batch/Reports==
-'''1.''' To extend a full day of batches, right click on the day (date box in Green) at the bottom of the screen to extend that day of events (all batches)
-[image||{UP}/auto1.png]
+* '''Right-Click a Report Set or Batch, then select Change Time, Change Schedule (Extend Event(s)), or Delete Event to modify it. You can reschedule and delete future events as well.'''
-'''2.''' Select the days you wish to extend to, and add the start and end date of the extension, then select ADD EVENT
+[[File:Auto_Process_Schedule_-_Modify.jpeg]]
-[image||{UP}/auto2.png]
+* '''Change Time'''
-===Extending Single Batch/Reports===
+[[File:Auto_Process_Schedule_-_Change_Time.jpeg]]
-'''1.''' To extend a single batch, hold CRTL and RIGHT CLICK on the actual batch, then select your criteria for extension, then select ADD EVENT
+* '''Change Schedule (Extend Event(s))'''
-[image||{UP}/auto3.png]
+[[File:Auto_Process_Schedule_-_Change_Schedule_(Extend_Event(s)).jpeg]]
+* '''Delete Event'''
-===Related Videos===
+[[File:Auto_Process_Schedule_-_Delete_Event.jpeg]]
-<iframe width="853" height="480" src="http://www.youtube.com/embed/4rhvbASUfPA?rel=0" frameborder="0" allowfullscreen></iframe>
+[[Category:Workflow Routing]][[Category:System Admin]][[Category:Time and Materials]]