To Schedule Automatic Loading of Card Data from External Processing Centers

Important: This page describes features from base Acumatica that are either unavailable or significantly different in MYOB Acumatica. We are working to update our documentation.

You use the Synchronize Cards (CA206000) form to schedule the process of automatic synchronization of credit cards from an external processing center, such as Acumatica Payments, to MYOB Acumatica.

Before You Proceed

Make sure that the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form. With this feature enabled, the Synchronize Cards form appears in the system. Make sure that the Acumatica Payments feature has been enabled.

To Schedule Automatic Synchronization

  1. Open the Synchronize Cards (CA206000) form by searching for or navigating to it.
  2. On the form toolbar, click Schedules > Add. This opens the Automation Schedules (SM205020) form.
  3. On the Automation Schedules form, in the Description box, enter a description of the new schedule.
  4. Make sure that Synchronize Cards is selected in the Screen ID box.
  5. In the Action Name box, select the Process All action.

    The schedule will invoke the Load Card Data action.

  6. On the Details tab, specify additional settings of the schedule:
    1. Optional: In the Starts On box, select the start date. By default, the current business date is inserted.
    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 box.
    3. Do one of the following:
      • If you want to limit the number of executions, in the Execution Limit box, specify the number of times the schedule should be executed.
      • If you don’t need to limit the number of executions, select the No Execution Limit check box.
    4. Optional: In the Process with Branch box, select the branch under which the schedule should be processed. For example, if the schedule causes documents to be created, the system creates these documents and specifies the selected branch for each document.
    5. Optional: Change the time zone the schedule uses. By default, the time zone specified on the User Profile (SM203010) form for the currently signed-in user is selected.
  7. On the Schedule tab, specify the execution dates and time:
    1. Specify how often the schedule execution should be performed:
      • To execute the schedule daily or every x days:
        1. In the Schedule Type section, select Daily.
        2. Optional: In the Next Execution box of the Schedule Details section, select this date and time.
        3. In the Every x Day(s) box, type the number of days between successive executions of the schedule.
      • To execute the schedule weekly or every x weeks:
        1. In the Execution Date section, select Weekly in the Frequency box.
        2. Optional: In the Next Execution box of the Execution Time section, select this date and time.
        3. In the Every x Week(s) box, 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 when the schedule should be executed.
      • To execute the schedule monthly or every x months, do the following:
        1. In the Execution Date section, select Monthly.
        2. Optional: In the Next Execution box of the Execution Time section, select this date and time.
        3. In the Every x Month(s) box, type the number of months between successive executions of the schedule.
        4. Select when the schedule should be executed: a fixed day of the month or a fixed 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 Execution Date section, select Financial Period.
        2. Optional: In the Next Execution box of the Execution Time section, select this date and time.
        3. In the Every x Period(s) box, type the number of financial periods between successive executions of the schedule.
        4. Select the appropriate option button to indicate when the schedule 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 day to start and stop the processing as follows:
      1. In the Start Time box, select the hour and minute when the first execution of the schedule should start.
      2. If you want the processing to be stopped at a specific time or you want it to be repeated multiple times a day, in the Stop Time box, 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 (hh:mm) box, select the interval between successive executions of the schedule.
      4. In the Next Execution box, 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 box, select the Exact Time check box. If the check box is cleared, the system may shift the next execution time by multiple minutes.
  8. On the Filter Values tab, make sure that the following rows have been added to the table:
    • Scheduled Synch: Selected
    • Load Expired Card Data: Selected (to load expired cards) or cleared (to skip loading of expired cards)
  9. On the Filter Values tab, click Add Row on the toolbar and specify the following settings for the added row:
    • Field Name: Processing Center
    • Value: The ID of the needed processing center
  10. On the form toolbar, click Save.