Automation schedules (SM205020)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

In this window, you can select a processing window and schedule the automatic execution of a specific operation for documents that match certain conditions.
Also, you can view other schedules that have been defined for the same window or other windows and modify them as needed.

For details on using automation schedules, see: About scheduled processing.

The window is available only if the Scheduled processing functionality is enabled in the Enable/disable functionalities (CS100000) window.

Button Description
View window Navigates to the window that is the object of automation.
Run schedule Clicking this button test executes the selected schedule.

In the top part, you select an existing automation schedule for viewing or editing its settings or specify the settings of a new schedule.

Element Description
Window ID Required.
The name of the Visma.net ERP processing or inquiry window, that is the object of automation.
You click the Magnifier icon in the field to display the site tree and select a window by its name from the site tree.
Schedule ID

The identifier of the automation schedule.
When you are saving a newly created schedule, the system generates the identifier automatically based on the value in Description.
Description Required.
A description of the automation schedule.
Action name

The action that the system should perform by schedule.

If a processing window is selected in the Screen ID field, you can select one of the actions available on toolbar of the processing window.

Active A check box that indicates (if selected) that the automation schedule is active and can be used for automation.

Use the right side of the top part to tab to enter, view, and edit additional settings of the automation schedule.

 
Element Description
Execution limit The number of times the schedule should be executed.
No execution limit A check box that indicates (if selected) that the schedule can be executed an unlimited number of times.
Executed A read-only field that displays the number of times the schedule has been executed.
Starts on

The date when the schedule starts.

By default, the field contains the current business date.
Expires on The date when the schedule expires.
No expiration date A check box that indicates (if selected) that the schedule never expires.
Last executed on The date when the schedule was executed last.
Time zone

The time zone in which the schedule operates.

The default value is the time zone of the currently signed-in user.

You can use the Dates tab to specify particular the particular interval, days, and time to execute the action.

 
Element Description
Schedule type
  • Daily: Select to configure the schedule to be executed daily
  • Weekly: Select to configure the schedule to be executed weekly
  • Monthly: Select to configure the schedule to be executed monthly
  • By financial period: Select to configure the schedule to be executed monthly
Next execution date

Required.
The date when the schedule will be executed next.

The system fills in the value in this field automatically based on the value specified in Starts on on the Details tab and the values of other elements specified in this section.
You can adjust the value in this field manually.

 
Element Description
Every x Period(s) An integer that represents the time interval between schedule executions, measured in financial periods, with the options below indicating the date when the action should be executed.
All the transactions will be dated on this date.
You can select one of the options below.
End of the period An option that sets the end date of the financial period as the day when the action should be executed.
Start of the period An option that sets the start date of the financial period as the day when the action should be executed.
Fixed day of the period An option that defines a particular day of the financial period when the action should be executed.
 
Element Description
Every x month(s) An integer that represents the time interval (in months) for action execution, with the options below indicating the day of the month when the action should be executed.
You can select one of the options below.
For example: A 3 in this field represents action execution every three months.
On Day x An option that configures the action to be executed on the specified day of the month.
On the NthDay of the week

An option that configures the action to be executed on the specified day of the week, such as 2nd Thursday. In the left field, you specify the ordinal number that represents the week in the month.
In the right field, you specify the day of the week.
Next execution date Specify the next execution date from a calendar.

 
Element Description
Every x week(s)

An integer that represents the time interval (in weeks) for action execution, with the fields below indicating the day of the week when the action should be executed.

You can select any of the check boxes below.
Sunday A check box that indicates (if selected) that the system should execute the action on Sunday.
Monday A check box that indicates (if selected) that the system should execute the action on Monday.
Tuesday A check box that indicates (if selected) that the system should execute the action on Tuesday.
Wednesday A check box that indicates (if selected) that the system should execute the action on Wednesday.
Thursday A check box that indicates (if selected) that the system should execute the action on Thursday.
Friday A check box that indicates (if selected) that the system should execute the action on Friday.
Saturday A check box that indicates (if selected) that the system should execute the action on Saturday.

 
Element Description
Every x day(s)

An integer that represents the time interval (in days) for action execution.

For example: 1 means every day and 2 means every other day, starting on the date specified in Starts on on the Details tab.

On this tab you can specify the particular times to start and stop action execution on the dates specified in the schedule details section.
Processing will be performed in sessions, for which you specify the start and end time (to define the session duration) and the interval between the sessions.
The system will initiate new sessions until all the documents are processed.

 
Element Description
Starts on

Required.
The hour and minute when the first session of the schedule should start.

Stops on

The hour and minute when the first session of the schedule should stop.

When the specified time comes, the system finishes processing of the current document (if the processing is in mid-document at the stop time) and proceeds with the next documents at the next execution time.
Every

The interval in hours and minutes between successive sessions of execution if the schedule must be executed multiple times a day.

If you specify a value in this field, you must specify the value in the Stops on field.
Next execution time

Required. The time when the next session should start.

When the schedule is created, the system inserts in this field the default value that depends on the current time and the value selected in the Starts On field.
Exact time

A check box that indicates (if selected) that the schedule should be executed next at exactly the time specified in the Next execution time field.

If the check box is cleared, the system may shift the next execution time of the schedule by multiple minutes.
We recommend that you select this check box if another schedule that depends on the current schedule should be executed after the current schedule.

By default, this check box is cleared.

On the Conditions tab, you define the conditions for the schedule to be executed.

If documents or records in the Visma.net ERP window specified in the Window ID field match the conditions specified here, the action specified in the Action name field of the top part will be executed for this document.

Column Description
Active A check box that indicates (if selected) that the condition is active.
Brackets The opening bracket for a logical expression. Brackets are used to designate the order of operations.
Field name The field in the selected window. You can set up conditions on the field value.
Condition The logical operation to apply to the value of the selected data field.
The following options are available: Equals, Does not equal, Is greater than, Is greater than or equal to, Is less than, Is less than or equal to, Contains, Starts with, Ends with, Does not contain, Is between, Is null, and Is not null.
Relative A check box that indicates (if selected) that the value of the date field is relative with respect to the current business date.
This option is used only if the field selected in the Field name column for this row is a date field.
Value The first value of the condition to be compared with the value of the data field selected in this row.
Value 2 The second value of the condition, if required by the condition selected in this row.
Most of the conditions require only one value to be specified, while Is between requires two values.
Brackets The brackets for enclosing a logical expression. Brackets are used to designate the order of operations.
Operator The logical operator, And or Or, to be used to join logical expressions on different lines.

This tab appears only if the window you want to schedule has parameters.

Column Description
Active A check box that indicates (if selected) that the condition is active and will be used during schedule execution.
Field name The field in the top part whose value you want to set or the parameter of the generic inquiry.
Relative

A check box that indicates (if selected) that the field value is relative to the current business date.
This option is used only for date and period fields.

For example, if you create an automation schedule for calculating depreciation from period ‘10-2019’ and the Relative check box is selected, you do not have to change the ‘To Period’ each month for your schedule. With this check box selected the system will do it for you when running the schedule in the Calculate depreciation (FA502000) window.
Value The value to be assigned to the field selected in the Field name column for this row.
Ignore error A check box that indicates (if selected) that the system should ignore any errors occurred during processing with the specified field value or execution of the generic inquiry with the specified parameter value.

Concept Information

About scheduled processing

Related tasks

Schedule processing