The Allocation Scheduler allows you to run one or more allocation templates at specified intervals. See Creating an Allocation Schedule for information about how to create an allocation schedule.
The following rules apply when editing, loading and running allocation schedules:
You can only run active allocation schedules.
Only complete allocation templates can be added to a schedule.
If the allocation schedule includes templates with multiple companies, you must have permission to access all the companies selected on the templates, and you must have View All Data and Modify All Data permissions (typically system administrators have these permissions).
If you are in single-company mode, you can load and run single-company templates for that company or you can run multi-company templates providing you have the necessary permissions.
If you are in multi-company mode, you cannot run single-company templates but you can load and run multi-company templates providing you have the necessary permissions.
If you have no current companies selected, you cannot run single-company templates but you can load and run multi-company templates providing you have the necessary permissions.
You may be unable to edit a schedule if your currently selected companies are different from the companies that were selected when the schedule was created, or if you do not have permission to access the companies.
When the Allocation Scheduler runs, you are notified by email of its success or failure. If there are any errors, follow the link to the scheduler log. This will provide you with more information about why the schedule failed.
If an error occurs, the Allocation Scheduler stops processing and no transactions are posted. The most likely reason for a failure is incomplete or invalid information on a template. Check and edit your templates before trying again.