Managing Scheduled Jobs
From the Accounting Task Launcher page, you can schedule background job executions, view existing scheduled jobs, and delete them. The table below lists the jobs that you can manage using the Manage Scheduled Jobs action.
Job Name |
Description |
Further Information |
---|---|---|
Create Sales Invoices and Credit Notes from Billing Documents | If the Billing Document to Sales Invoice or Credit Note is enabled, creates sales invoices and credit notes from eligible billing documents in the background. |
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Scheduling a Job Execution
To schedule the background execution of a job:
- Open the Accounting Task Launcher tab.
- In the Data Setup and Management section, click Manage Scheduled Jobs.
- Next to a job name, click and then click Schedule.
- Under Schedule Frequency, select one of the following:
- Hourly: if you want the job to execute every hour.
- Daily: if you want the job to execute once every day.
- Weekly: if you want the job to execute on specific days of the week. You can then select the days.
- Monthly: if you want the job to execute once every month. You can then select a monthly method to determine on which day of the month the job executes.
Depending on your selection, additional options might be available. More informationSchedule Job Execution Additional Fields Field
Description
Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday Only available when Weekly is selected as the frequency.
Determines whether the job executes on the specific day of the week. For example, if you select Monday, the job executes each Monday at the specified start time.
Monthly Method Only available when Monthly is selected as the frequency.
Determines how to calculate the day of the month when the job executes. The following options are available:
- "Last Day of Month". Note that this is the last calendar day of the month. If a month ends on a Saturday, the job executes on that day.
- "Date"
- "Day of the Month"
- "Days Before Month End"
Day of the Month (number) Only available when "Date" is selected as the monthly method.
Determines the date on which the job executes each month.
For example, if you enter 15, the job executes on the 15th of each month.
Day of the Month (picklist) Only available when "Day of the Month" is selected as the monthly method.
Determines on which occurrence of the day selected in Day of the Week the job executes.
Day of the Week Only available when "Day of the Month" is selected as the monthly method.
Combined with the value selected for the Day of the Month picklist, determines on which occurrence of the day the job executes.
For example, if you select "Last" and "Friday", the job executes on the last Friday of each month, regardless of date.
Days Before Month End Only available when "Days Before Month End" is selected as the monthly method.
Determines how many calendar days before the end of each month the job executes. For example, if you enter 3, the job executes on January 28, February 25 (non-leap year), March 28, April 27, and so on.
- Under Schedule Start Time, select the preferred time of day when you want the job to execute.
- Click Schedule. The job is scheduled.
Deleting a Scheduled Job
To delete a scheduled job:
- Open the Accounting Task Launcher tab.
- In the Data Setup and Management section, click Manage Scheduled Jobs.
- Next to a job name, click and then click Delete.
- Click Delete. The job is deleted and you can schedule a new job for the integration job.