Scheduling Revenue Management Processes to Run Automatically
You can schedule the following Revenue Management processes to run automatically at regular intervals:
Process |
Scheduled Job Name |
Description |
More Information |
---|---|---|---|
Deferred Revenue True-Up | Deferred Revenue True-Up |
Runs deferred revenue true-up for all eligible source records. Whether the resulting true-up transactions are created as "In Progress" or "Committed" is determined by the custom field Scheduled True-Up Creates Committed RRTs in the Revenue Management Batch Settings. |
Deferred Revenue True-Up |
Generate Revenue Schedules | Generate Revenue Schedules | Generates revenue schedules for all source records linked to valid settings. This process creates revenue schedules for a source record if they do not already exist. If revenue schedules already exist for a source record, this process updates them to reflect any changes to the source record. | About Revenue Schedules |
To schedule either of these processes:
- On the Foundations Setup tab, click Scheduled Jobs.
- Find the process you want to schedule in the list of jobs.
- Click to configure when the process runs. When you have made your changes, click Apply Changes.
- Select the Scheduled checkbox for the process you have configured.
- Click Save.
For more detailed instructions about how to configure scheduled jobs, see Configuring a Scheduled Job in the Foundations Help.
You are notified by email each time these scheduled jobs complete. You can access log information from the process run records created by both jobs.