Setting up the Background Posting Scheduler

In some circumstances sales invoices, sales credit notes, and certain journal types are batched up for posting by a scheduled job. When you post these documents they are given a "Ready to Post" status and temporary worker item records are created.

To set up the scheduled job that is required to post "Ready to Post" documents, log in as a System Administrator user and then:

Click the Background Posting Scheduler tab.

Choose the frequency with which you want the scheduler to run. The options are:

Hourly: Specify the interval at which you want the job to be repeated, for example every two hours. The Preferred Start Offset is the number of minutes after the hour when you would like the scheduler to run. So, for example, if you set the repeat interval to one hour and the preferred start offset to 15 min, and the time when you click the Schedule Job button is 09:10, the scheduler will first run at 09:15.

Daily: Enter the Preferred Start Time for the scheduler to run each day.

Weekly: Enter the day of the week and the Preferred Start Time for the scheduler to run on that day.

Monthly: Specify the day of the month, either by entering a number such as Day 17 of every month, or by specifying a pattern such as the third Tuesday of every month. Then set the Preferred Start Time.

Tip: Tip

If you have a lot of documents to post, we recommend that you run smaller batches more frequently. Do this by selecting "Hourly", rather than "Daily" or "Weekly" for example.

Click Schedule Job. A message is displayed showing when the scheduler will next run.

Clicking Run Now causes background posting to run immediately, in addition to running at the scheduled time.

Note: Note

You can view the scheduled job by going to Monitoring | Scheduled Jobs but do not edit the scheduled job from this page because the editor does not support all the functionality available on the Background Posting Scheduler tab.

Giving Other Users Permission to Start the Background Posting Scheduler

You can allow other users to start the Background Posting Scheduler by assigning the following permission sets to them:

Accounting and Billing - Background Posting - Run Now
This permission set allows users to view the Background Posting Scheduler tab and click Run Now to run the scheduler for all "Ready to Post" documents in the organization.

Accounting and Billing - Background Posting - Listview
This permission set allows users to click Background Post on the sales invoice, sales credit note and journal list views. When a user clicks Background Post on the sales invoice list view, only sales invoices with the status "Ready to Post" in companies that the user is logged into will be posted in the background. If a user with administrator privileges clicks the Background Post button, then sales invoices with the status "Ready to Post" in all companies will be posted in the background. The Background Post button on the sales credit note list view processes sales credit notes in the same way, and the Background Post button on the journal list view processes journals in the same way.

Email Notifications and Error Handling

The user who starts the background posting process (by setting up a scheduled job, by clicking Run Now on the Background Posting Scheduler tab, or by clicking Background Post in the sales invoice or sales credit note list view) receives email notification once the process has completed. The notification contains a link to the worker log group where all the results are listed. You should review the worker log group and fix any errors before trying again. Once you have fixed the errors you can delete the worker log group to avoid being notified of the same errors again next time the background posting process runs.

You can choose whether or not users receive email notifications from the Background Posting Scheduler. See Background Posting Scheduler Settings for details.