To Set Up Automatic File Synchronization

You can use automation schedules to perform periodic synchronization between a file on an MYOB Acumatica site and a file on a local computer or network.

You find the file whose synchronization you want to schedule by using the Search in Files (SM202520) form, configure file synchronization by using the File Maintenance (SM202510) form, and then schedule the synchronization on the File Synchronization (SM202530) form.

To Configure File Synchronization

To Schedule File Synchronization

After you have configured the file synchronization, you can perform synchronization manually by using the File Synchronization form. Alternatively, you can assign the process to a schedule to be performed automatically by using the Automation Schedules (SM205020) form. For more information about automation schedules, see Automated Processing: General Information.

To schedule file synchronization, do the following:

1. Open the File Synchronization (SM202530) form.
2. In the Operation box, select the synchronization operation to be performed, Import File or Export File. In the table in the lower part of the form, the system displays the pairs of files for which synchronization of the selected type has been configured.
3. In the Selected column, select the check boxes for the files you want to have automatically updated.
4. On the form toolbar, click Schedules > Add. This opens the Automation Schedules (SM205020) form.
5. On the Automation Schedules form, in the Description box, enter a description of the new schedule.
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, specify 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 Conditions tab, specify conditions to select only specific pairs of files for automatic synchronization:
   • In the Field Name box, select Name.
   • In the Condition box, select Equals.
   • In the Value box, select the file by its name.
9. On the Filter Values tab, choose the synchronization operation to be performed, Import File or Export File.
10. Click Save on the form toolbar to create the schedule. When you save a newly created schedule, the system gives it an identifier in accordance with the built-in numbering sequence intended for automation schedules.

To View the History of Schedule Application

1. On the Configuration tab, click Document Management. In the left pane, click Schedule > File Synchronization.
2. On the form toolbar, click Schedules > History.
3. 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.
4. Click History to view the history of the schedule execution and the list of file pairs that were synchronized automatically as the result of the schedule application.