Accounting Period tasks can be automatically created from the Recurring Period Task based upon the Preferred Start Time and the Next Run Date on the Automation tab in Accounting Settings.
A daily confirmation email is sent to the email address of the user who created the Recurring Period Task job, which indicates the number of records that were processed. However, if the Disable Email Confirmations checkbox is selected, an email confirmation will not be sent. When this checkbox is selected, no email confirmations will be sent for any of the automated jobs (not only the Recurring Period Task) that you have created. The automated job results will still be created.
Note: 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.
To exclude a specific Recurring Period Task record from being included in the automated job, select the Exclude from Automation checkbox on the Accounting Period Recurring Task template detail page.
Automate a Recurring Period Task
- Navigate to Accounting Home and under General Ledger Setup, click Accounting Settings.
- Click the Automation tab.
- From the Select Job Type drop-down list, select Recurring Period Task.
- From the Preferred Start Time drop-down list, select a start time.
Note: The starting time for this job should not be the same starting time as any other automated scheduled job. Also, the recommendation is to select a starting time that is after business hours or overnight.
- Click Start. The Recurring Period Task job line displays.
Note: At some point if you no longer want the Recurring Period Task job to run each day, click the Delete link on the Recurring Period Task job line to remove this job.
- This article is new with the Koali release.