About scheduled processing

Generally, the scheduling of processing includes two operations:

1. The configuration of processing: Selecting documents by their date, total amount, customer or supplier, currency, or any other relevant property
2. The scheduling itself: Specifying how often processing should be performed, at what time, and with or without a limit on the number of executions

On many of the processing windows, you can sort documents by specific criteria, such as posting period, document type, or processing type.

When you perform the processing manually, you open the appropriate window and use the elements in the top part to select the documents or other objects for processing.

You can create a filter or use an existing filter for the window to select documents by their properties, such as amounts in a specific range.

To select the appropriate documents for automatic processing by using the processing window, you do the following:

• Use the top part of the processing window to specify criteria.
• Optionally, apply a filter to select documents or objects by their properties.
• On the Schedule menu of the window toolbar, select Add.
  This brings up the Automation schedules (SM205020) window as a pop-up window; the values specified in the top part and the settings of the applied filter appear on the Conditions and Filter values tabs of the window.
• Specify a name for the schedule, as well as its description, frequency, expiration information, and time of the day.
  Save the schedule.

By using the Automation schedules (SM205020) window, you can configure scheduled processing for any processing window.
To select documents for automatic processing by using this window, you do the following:

1. Select the processing window by its screen ID.
2. Specify a name for the schedule, as well as its description, frequency, expiration information, and time of the day.
3. Specify the dates and the particular time to start processing. You can specify a start and end time for a processing session if you want the processing to be performed in sessions.
   
   Then the system, after stopping the processing at the end time, suspends it during the specified interval and resumes processing when a new session starts.
4. On the Conditions tab, specify the values that you would otherwise specify in the Selection area of the processing window.
5. On the Filter values tab, specify the filtering conditions based on the document or object properties.
   If a field on the processing window is automatically filled in with a default value—for example, the Allocation date field in the Run allocations (GL504500) window, which by default has the current business date value—the system filters the entities that should be processed by this value.
   To reset the filter that uses the field's default value, on the Filter values tab, you need to add a new filter for this field and leave the value empty.
6. Save the schedule.

Once you have assigned the processing to the schedule, processing of the window will be performed automatically, in accordance with the assigned schedule.

To view when and how it was performed, on the original processing window, use the Schedule menu (on the window toolbar): Select the History option, which allows you to view the history of schedule execution in a specified date range.

For details, see: Schedule processing.