Schedule the Post Job

Overview

The Scheduled Post job allows you to schedule an unattended background program to execute the automatic postings of records after business hours, overnight, or any desired time. This unattended background program provides for a more efficient way of processing and may help to minimize the utilization of system resources during business hours. The Scheduled Post job should be the last automated job that is scheduled.

The Scheduled Post job will automatically post all records that are in an “Approved” posting status. Approved records will post based upon the Preferred Start Time that is selected in Accounting Settings for the Scheduled Post job. All normal post processing will occur as part of the Scheduled Post job. Once you create the job, it will continue to run each day at the selected time unless it is manually deleted. The records will post in the following order:

Billing
Cash Receipt
Billing Cash Receipt
Payable
Cash Disbursement
AP Disbursement
Sales Order Inventory Movement
Purchase Order Inventory Movement
Inbound Inventory Movement
Outbound Inventory Movement
Manufacturing Inventory Movement
Time Cards
Journal Entry
Amortization Entry

In addition to being able to select a Preferred Start Time, you also have the option to start the Scheduled Post job immediately, by clicking the Post Now button. This provides a quick and easy way to instantly post all records that are in an “Approved” status.

Note: If you have the new Bank Direct Connect (BDC), you can use the Update All button on the Bank Transactions tab to download all transactions on-demand. Then, access the Scheduled Post Job and click the Post Now button to experience more real-time reporting.

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If the Scheduled Post job is enabled and the Auto-Post Source Documents setting on the Post Settings tab in Accounting Settings is unchecked, when the Scheduled Post job runs, the posting status for each source record mentioned above will change to “Posted.”

Note: Keep in mind that it is the "Approved" records that will automatically be posted as part of the Scheduled Post job.

Important: If you manually unpost a record, the posting status will change from “Posted” to the system default posting status. If the system default status is “Approved” and you do not want the record to automatically repost the next time the Scheduled Post job runs, manually change the posting status to “In process.”

If the Auto-Post Source Documents setting in the Post Settings tab is enabled (checked), the source records below will automatically post when saved.

Cash Receipt
Cash Disbursement
Billing Cash Receipt
AP Disbursement
Amortization Entry
Sales Order Inventory Movement
Purchase Order Inventory Movement
Inbound Inventory Movement
Outbound Inventory Movement
Manufacturing Inventory Movement (Std Cost)

The Automation tab includes the Disable Email Confirmations checkbox and the Automated Job Results Retention Period Settings section. For additional information, refer to the Automation section of the Additional Accounting Settings article.

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Navigate to Accounting Settings.
Click the Automation tab.

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From the Select Job Type drop-down list, select Scheduled Post.

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From the Preferred Start Time drop-down list, select a start time.
Important: The starting time for this job should not be the same starting time as any other automated scheduled job. In addition, this job should be the last automated job scheduled.

Best Practice: It is recommended to select a starting time that is after business hours or overnight.
Click Start. The Scheduled Post job line displays.

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Note: At some point if you no longer want the Scheduled Post job to run each day, click the Delete link to remove this job.

If you upgraded from Hibiscus to the Iris release, an additional step is required in order to utilize the Scheduled Post job. You will need to edit the Cash Disbursement and Cash Receipt objects to add “Approved” as a value for the Posting Status picklist, if it is not already there and active.
Note: For an existing Cash Disbursement or Cash Receipt to be included and posted by the Scheduled Post job, the Posting Status must be set to “Approved."

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Notes:

Jobs can be scheduled to start in intervals of one hour. Automated scheduled jobs should not be scheduled to start at the same time. For example, if the Preferred Start Time for the Recurring Billing job is set to 2:00 AM, this same time should not be selected for the Scheduled Post job.
If an AP Disbursement record is the result of clicking the Pay button on the Payable or if the record is a non-Accounting Inbound Inventory Movement and Outbound Inventory Movement, it will not be included in the Scheduled Post job. This will not be included even if the status is “Approved.”
An email notification of all successful or failed jobs will be sent to the email address of the user who created the Scheduled Post job in Accounting Settings.
The system will automatically create a new task for failed jobs. You can view tasks from your Homepage or click the Task link from the App launcher.

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