Overview
The Scheduled Post job(s) 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(s) should be the last automated job that is scheduled.
When you select the Scheduled Post job, the Select Scheduled Post Type(s) dialog box displays a list of available record types that can be scheduled. This provides a way to schedule the same record type to run more than once. For example, you might want to schedule Billings to run several times during business hours and then again after hours.
A selected Scheduled Post Type(s) with records that are in an “Approved” posting status will post based upon the Preferred Start Time. All normal post processing will occur as part of the Scheduled Post job(s). Once you create the Scheduled job(s), it will continue to run each day at the selected time(s) unless it is manually deleted.
Run Now
In addition to being able to select a Preferred Start Time, you also have the option to run the Scheduled Post job(s) immediately, by clicking the Run Now button on the Run an On Demand Job section of the Automated Jobs screen. This provides a quick and easy way to instantly post selected records that are in an “Approved” posting status.
If you select to run the Scheduled Post job(s) immediately, you can select the Scheduled Post Type(s) to include as part of the Run Now process.
Auto-Post Source Documents
If the Scheduled Post job(s) has been added and the Auto-Post Source Documents button on the Post Settings screen has been set to Off, when the Scheduled Post job(s) runs, the posting status for each source record included in the Scheduled Post job(s) will change to “Posted.”
Note: Keep in mind that it is only the "Approved" records that will automatically be posted as part of the Scheduled Post job(s).
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(s) runs, manually change the posting status to “In process.”
If the Auto-Post Source Documents button in the Post Settings screen is set to On, the source records below will automatically post when saved.
- Cash Receipts
- Billing Cash Receipts
- AP Disbursements
- Amortization Entries
- Sales Order Inventory Movements (ERP only)
- Purchase Order Inventory Movements (ERP only)
- Inbound Inventory Movements (ERP only)
- Outbound Inventory Movements (ERP only)
- Manufacturing Inventory Movements (Std Cost only)
As part of scheduling an automated job, the Automated Jobs screen includes the Job Notification Settings section. For additional information, refer to the Automated Jobs article.
Do you want to:
Schedule the Post Job(s)
- Navigate to Accounting Home and click the Setup tab. Then, under the Automations menu, click Automated Jobs. The Automations screen displays.
- From the Schedule Jobs section of the screen, click the Select Job drop-down list, and select Scheduled Post.
The Select Scheduled Post Type(s) dialog box displays. - Select the checkbox that displays to the left of each Scheduled Post Type that you want to include to run at the same Preferred Start Time. One or more types can be selected.
Note: If you want to schedule all to run at the same time, click the Select Schedule Post Types(s) checkbox. - Click the Preferred Start Time drop-down list to select the time that you want this scheduled job to run.
Note: Once you select a Preferred Start Time to run a Scheduled Post Type, that time will no longer be available in the Preferred Start Time drop-down list. For example, you might schedule Billings to run at 12:00 AM. Once that job has been added, the 12:00 AM time will no longer be available in the Preferred Start Time drop-down list to select for other job types.
Best Practice: The Scheduled Post job(s) should be the last automated job(s) that is scheduled. - Click Add Scheduled Job(s). The new automated job displays on a row in the Scheduled Jobs data grid.
Note: Click here to view the above image in full screen. - To schedule another Scheduled Post job(s), with Scheduled Post as the job selected in the Select Job drop-down list, click Add Scheduled Job.
- If you do not want the Scheduled Post Type(s) already selected to run at a different time, click the Select Scheduled Post Type(s) checkbox to remove any previously selected Type(s).
Note: The same Scheduled Post Type(s) can be selected to run at a different Preferred Start Time. For example, the Cash Receipts Scheduled Post Type can be selected to run at 1:00 AM and again at 4:00 AM.
- (Optional) Repeat steps 3-5 to schedule an additional job(s).
Note: If you decide at some point that an automated job should be deleted, from the Action column on the data grid, click the Delete hyperlink for the row that should be deleted. Then, click OK to delete the job.
Run an On Demand Scheduled Post Job(s)
- Navigate to Accounting Home and click the Setup tab. Then, under the Automations menu, click Automated Jobs. The Automations screen displays.
- From the Run an On Demand Job section of the screen, click the Select Job drop-down list, and Scheduled Post. The Select Scheduled Post Type(s) dialog box displays.
- Select the checkbox that displays to the left of each Scheduled Post Type that you want to include to Run Now.
Note: If you want to schedule all to Run Now, click the Select Schedule Post Types(s) checkbox. - Click Run Now. The “Are you sure?” dialog box displays.
Note: A job result record will be created to indicate the completion status of the job(s). - Click OK.
- To run another “On Demand” Scheduled Post job(s), with Scheduled Post as the job selected in the Select Job drop-down list, click Run Now.
- If you do not want the Scheduled Post Type(s) already selected to Run Now, click the Select Scheduled Post Type(s) checkbox to remove any previously selected Type(s).
- (Optional) Repeat steps 3-6 to select an additional job(s) to Run Now.
Notes:
- 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. 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."
- 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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Summer ’22 Release
- The ability to schedule jobs by source type is available with the Summer '22 release.
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- With the Magnolia - Home release, the organization for some Setup pages has changed (including Automated jobs), but the functionality remains the same.
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- The Automation tab includes the Disable Email Confirmations checkbox and the Automated Job Results Retention Period Settings section.
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