Automated Processing: General Information
In any ERP system, such tasks as the processing of documents require significant time and system resources. As such, the tasks 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.
Scheduling this processing to be performed automatically relieves you and your employees of remembering this processing while ensuring that the processing is performed regularly at times that will not affect users' work.
When you set up an automatic processing, you will 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.
Learning Objectives
In this chapter, you will learn how to do the following:
- Schedule automatic processing
- View the history of executions
- Delete the history of scheduled processes
Applicable Scenarios
You schedule automated processing in the following cases:
- If the processing of some records requires significant time and system resources, such as the validation of accounts
- If there are regular operations that need to be performed frequently, such as releasing or posting documents
Configuration of Scheduled Execution
MYOB Acumatica has multiple forms that are specifically designed to perform mass-processing operations. For most tasks that involve the processing of multiple records at once, you can schedule the automatic execution of a specific operation for the records that match certain conditions.
You can configure a scheduled execution of a specific operation from scratch by using the settings on the Automation Schedules (SM205020) form. On the form, you specify the mass-processing form for which you will configure a schedule, the operation to execute, the execution and frequency settings, and the conditions for the records.
Alternatively, from the target processing form, you can ease the configuration by opening the Automation Schedules form. This approach can be useful if you need to configure a specific selection of records for the processing. Multiple mass-processing forms have a Selection area with elements that can filter of the records or specify the operation to be performed on the records. Additionally, you can apply simple or advanced filters to the table records to form the needed set of records. When you then open the Automation Schedules form by using on the form toolbar, the system populates the newly created schedule with the form identifier and the settings of the configured conditions, and you need to specify only the execution and frequency settings of the schedule.
Selection of an Operation
When you configure a scheduled execution on the Automation Schedules (SM205020) form, you need to select an operation to execute in the Action Name box. The system makes available for selection the actions that are associated with the commands and buttons on the More menu and form toolbar of the form specified in the Screen ID box.
In most cases, processing forms have two commands, <Operation> and <Operation> All, such as Process and Process All. If a processing form is selected in the Screen ID box, you select the <Operation> All option in the Action Name box. The <Operation> option works only when records are manually selected on the respective processing form, but the system cannot do this while executing scheduled processing.
If an inquiry form is selected in the Screen ID box, the value in this box is always Raise Business Event, which means that the system should raise and process the business events configured for this inquiry form on the Business Events (SM302050) form.
Expiration of a Schedule
You can specify the duration of the schedule's life on the Details tab of the Automation Schedules (SM205020) form. By using the Starts On and Expires On boxes, you define the period of time during which the system should execute the schedule.
If you need the system to run the schedule forever, you select the No Expiration Date check box on the tab.
Execution Limit
You can limit the number of schedule executions by using the Execution Limit box on the Details tab of the Automation Schedules (SM205020) form. The system will stop executing the schedule if the limit is reached, even if the schedule has not expired yet.
If there is no need to limit the number of executions, you select the No Execution Limit check box on the tab.
History Retention
Keeping the history of schedule executions can be useful if you need to investigate any issues with the processed records. However, history records can take up a lot of space in the database. You can limit the number of executions to keep in the history by using the Executions to Keep in History box on the Details tab of the Automation Schedules (SM205020) form. The system will keep history records only for the specified number of the most recently performed executions.
If you need to keep all the schedule executions for some reason, you select the Keep Full History check box on the tab.
Frequency Specification
On the Schedule tab of the Automation Schedules (SM205020) form, you can specify the execution schedule with an accuracy of up to a minute. For details, see Automated Processing: Schedule Types.
Specification of Filter Values
Multiple mass-processing forms have a Selection area with elements that make it possible to filter the records or select a specific operation to perform on the records, as shown in the following screenshot.
If you specify settings for the elements in the Selection area and then open the Automation Schedules form by clicking on the form toolbar, the system adds only the elements for which a value was specified on the Filter Values tab, as the following screenshot demonstrates.
When you create a schedule for this type of form directly on the Automation Schedules (SM205020) form, the system displays only the elements of the Selection area that have a default value on the Filter Values tab of the form. If you need to add other elements to the schedule, we recommend at least testing the configuration on the target processing form and then proceeding with the schedule configuration.
When the system executes the processing, it first inserts the values specified for the filters in the corresponding elements of the Selection area and then proceeds with the execution.
Condition Specification
In addition to the ability to filter the records for processing by using elements in the Selection area of a mass-processing form, you can apply simple and advanced filters (if available) to the records.
You can filter the list of records by any column available in the table by setting up a simple filter, as shown in the following screenshot.
If you apply a simple or advanced filter to the records on a processing form and then open the Automation Schedules form by clicking on the form toolbar, the system copies the specified conditions to the Conditions tab of the schedule, as the following screenshot shows. You can manually add other conditions or adjust existing ones on the tab, if needed.
When you create a schedule directly on the Automation Schedules form, you can specify the needed conditions manually on the Conditions tab of the schedule.
Monitoring of Schedule Execution
Once you have assigned the processing to the schedule, the processing of the form will be performed automatically, in accordance with the assigned schedule.
- View History to view the history of a selected schedule on the Automation Schedule History (SM205035) form
- View Screen to open the form for which the schedule was configured
Alternatively, on the target processing form, you can click on the form toolbar, and the system opens the Automation Schedule History form so that you can view the history of schedule execution in a specified date range.
Also, you can use the Automation Schedule History form to clear the history of a scheduled processing as a part of database maintenance routines. For each scheduled processing, you can delete the historical records of all executions by clicking Delete All on the form toolbar. Also, you can delete particular records, by selecting the records in the table and clicking Delete on the form toolbar.