Scheduling the Billing Events to Sales Invoices or Credit Notes Flow

Depending on whether your org is configured to run the integration in enhanced mode, the steps for scheduling the flow are different.

For more information about enhanced mode When SRP runs in enhanced mode, it uses the improved mechanism introduced starting with Spring 2021. This includes better flow execution performance and a modern user experience. Enhanced mode is enabled when the Run Integration in Enhanced Mode field in the SRP Integration Settings custom setting is selected., see Enhanced Mode.

Scheduling the Flow in Enhanced Mode

To schedule the background execution of the Billing Events to Sales Invoices or Credit Notes flow:

1. Open the SRP Administration page.
2. In the SRP Scheduled Actions section, click Schedule Flow Execution.
3. Under Flow, select "Create Sales Invoices and Credit Notes from Billing Events".
4. Click Next.
5. Under Schedule Frequency, select one of the following:
   • Hourly: if you want the flow to execute every hour.
   • Daily: if you want the flow to execute once every day.
   • Weekly: if you want the flow to execute on specific days of the week. You can then select the days.
   • Monthly: if you want the flow to execute once every month. You can then select a monthly method to determine on which day of the month the flow executes.

   Depending on your selection, additional options might be available. For more information, see Schedule Flow Execution Fields.

6. Under Schedule Start Time, select the preferred time of day when you want the flow to execute.
7. Click Schedule.

   The job is now scheduled. If you have the required permissions, you can view it from Setup | Environments | Jobs | Scheduled Jobs. The name of the job is Create Sales Invoices and Credit Notes from Billing Events.

Notes:

• You will receive an email notification each time a flow execution finishes. The email is also sent to any additional email addresses defined by your administrator. For more information, see Additional Notification Recipients.
• If you want to change the frequency of the scheduled job, you must delete the existing job from Setup and then perform the steps again.

Scheduling the Flow in Legacy Mode

To schedule the background execution of the Billing Events to Sales Invoices or Credit Notes flow:

1. From Setup, click Custom Code | Apex Classes.
2. Click Schedule Apex.
3. Enter a job name.
4. For Apex Class, select ConvertBEToInvoicesCreditsScheduler.
5. Define the frequency, start and end dates, and the preferred start time. For more information on the available options, see the Salesforce Help.
6. Click Save.