Schedule processing

Schedule processing through the processing window

Navigate to the processing window you want to schedule.
In the processing window, do the following:
1. Optional: In the top part, specify the criteria for selecting the documents for processing.
  View the list of documents that match the selected criteria, and make sure all the documents you want to process are displayed (that is, that you have selected the criteria correctly).
2. On the window toolbar, click Schedules >Add.
  This opens the Automation schedules (SM205020) window as a pop-up.
In the Automation schedules (SM205020) window, in the Description field, enter a description of the new schedule.
Make sure the processing window you want to schedule is selected in the Window ID field.
In the Action name field, select the action that should be performed by the schedule.
On the Details tab, specify the additional settings of the schedule:
1. Optional: In the Starts on field of the Details tab, select the start date.
  By default, the schedule execution starts on the current business date.
2. Optional: If you need to specify an expiration date for the schedule, clear the No expiration date check box, and specify the expiration date in the Expires on window.
3. Do one of the following:
  - If you want to limit the number of executions, in the Execution limit field, specify the number of times the schedule should be executed.
  - If you do not need to limit the number of executions, select the No execution limit check box.
4. Optional: In the Process with branch field, select the branch under which the schedule should be processed.
  For example: If documents are created by this schedule, the system creates these documents and specifies the selected branch for each document.
5. Optional: Change the time zone in which the schedule will operate.
  By default, the time zone specified in the User settings (SM203010) window for the currently signed-in user is selected.
On the Schedule tab, configure the execution dates and time as follows:
1. Specify how often the schedule execution should be performed:
  - To execute the schedule daily or every x days, do the following:
    1. In the Schedule type section, select Daily.
    2. Optional: In the Schedule details section, in the Next execution date field, select the date when the schedule should be executed next.
    3. In the Every x day(s) field, type the number of days between successive executions of the schedule.
  - To execute the schedule weekly or every x weeks, do the following:
    1. In the Schedule type section, select Weekly.
    2. Optional: In the Schedule details section, in the Next execution date field, select the date when the schedule should be executed next.
    3. In the Every x week(s) field, type the number of weeks between successive executions of the schedule.
    4. Select the appropriate check boxes for the day or days of the week on which the schedule should be executed.
  - To execute the schedule monthly or every x months, do the following:
    1. In the Schedule type section, select Monthly.
    2. Optional: In the Schedule details section, in the Next execution date field, select the date when the schedule should be executed next.
    3. In the Every x month(s) field, type the number of months between successive executions of the schedule.
    4. Select when the schedule should be executed: the day of the month, or the week in the month and the day of the week (such as the third Friday of the month).
  - To execute the schedule once per financial period or every x financial periods, perform the following steps:
    1. In the Schedule type section, select By financial period.
    2. Optional: In the Schedule details section, in the Next execution date field, select the date when the schedule should be executed next.
    3. In the Every x period(s) field, type the number of financial periods between successive executions of the schedule.
    4. Select the appropriate option button to indicate when the schedules should be executed: at the end of the period, at the start of the period, or on a fixed day of the period (which you should specify if you select this option button).
2. In the Execution time section, specify the particular time of the day to start and stop the processing as follows:
  1. In the Starts on field, select the hour and minute when the first execution of the schedule should start.
  2. If you want the processing to be stopped at specific time or you want the processing to be repeated multiple times a day, in the Stops on field, select the hour and minute when the first execution of the schedule should stop.
  3. If execution of the schedule should be repeated multiple times a day, in the Every field, select the interval between successive executions of the schedule.
  4. In the Next execution time field, make sure the next execution time is correct.
  5. If you want the system to execute the schedule at exactly the time specified in the Next execution time field, select the Exact time check box.
    If the check box is cleared, the system may shift the next execution time of the schedule by multiple minutes.
Optional: On the Conditions tab, specify conditions to select the documents or objects by and for which there are no corresponding elements in the top part of the original processing window as follows:
1. Make sure the Active check box is selected.
2. In the Field name column, select the field to which you want to apply the filter.
3. In the Condition column, select the condition on the field.
4. If the field selected in the Field name column for this row is a date field and you want the date field to be relative with respect to the current business date, select the Relative check box.
5. Select the filtering value in the Value column and, if Is between is selected in the Condition column, in the Value 2 column.
Optional: On the Filter values tab, review the list of elements with the values.
Notice that all the listed elements have the values you have selected in the top part on the original processing window.
Click in the window toolbar to create the schedule.
When you save a newly created schedule, the system gives it an ID in accordance with the built-in numbering sequence intended for automation schedules.

View or edit the schedules for the window

Open the processing window for which a schedule has been created (or multiple schedules have been created).
On the window toolbar, click Schedules >View.
On the Automation schedules (SM205020) window, which is opened, in the Schedule ID field, select the schedule.
View or edit the schedule.

View the history of schedule executions

Open the processing window for which a schedule has been created (or multiple schedules have been created).
On the window toolbar, click Schedules >History.
In the dialog box that opens, select the schedule whose history you want to view, and specify the date range for which you want to view the history.
Click History in the dialog box to view the history of schedule execution.