Visma Net
About scheduled processing
In any ERP system, such tasks as the processing of documents or the validation of
accounts require significant time and system resources.
As such, they should be
processed at times when there are no employees at work, such as weekends or nights.
Other processing, such as releasing or posting documents, takes less time but also
should be performed regularly, with a frequency determined by your business needs.
- From the target processing window: Here you configure the appropriate processing.
You then invoke the Automation schedules (SM205020) window as a pop-up to create a new schedule for this processing. - By using the Automation schedules (SM205020) window: In this window, you can set up both operations by using different tabs.
Generally, both ways deliver the same result, although the first way is a bit easier if you
use predefined filters to display appropriate documents (or other entities) on the
processing window.
For details, see: Schedule processing.
The system uses the admin user account to run scheduled processes.
This account uses the first available system locale, which is specified in the System locales (SM200550) window for the company with the
schedule.
The sections below describe the two ways you can configure automatic processing.
When you set up an automatic processing, you'll have to create separate schedules for each set of documents you generally process (or for the most time-consuming ones) and manually process the rest of the documents.
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