To Schedule Automatic Loading of Card Data from External Processing Centers

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

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.

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 as a pop-up.
  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 the additional settings of the schedule:
    1. Optional: In the Starts On box 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 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 do not 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 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 on the User Profile (SM203010) form for the currently signed-in user is selected.
  7. 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 box, select the date when the schedule should be executed next.
        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, do the following:
        1. In the Schedule Type section, select Weekly.
        2. Optional: In the Schedule Details section, in the Next Execution Date box, select the date when the schedule should be executed next.
        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 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 box, select the date when the schedule should be executed next.
        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: 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 box, select the date when the schedule should be executed next.
        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 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 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 specific time or you want the processing to be repeated multiple times a day, in the Stops On 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 box, select the interval between successive executions of the schedule.
      4. In the Next Execution Time 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 Time box, 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.
  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:
    • Active: Selected
    • Field Name: Processing Center
    • Value: Select the ID of the needed processing center
  10. On the form toolbar, click Save.