Enabling the Background Posting Scheduler

A new framework has been added to improve the performance of the Background Posting Scheduler (BPS). The framework enables jobs run by the BPS to process records in parallel, as well as serially.

The following processes, run by the BPS, are supported by the new framework:

  • Calculate Tax on Payable Credit Note
  • Calculate Tax on Payable Invoice
  • Calculate Tax on Sales Credit Note
  • Calculate Tax on Sales Invoice
  • Commit Tax on Payable Credit Note
  • Commit Tax on Payable Invoice
  • Commit Tax on Sales Credit Note
  • Commit Tax on Sales Invoice
  • Create Currency Adjustment Journal
  • Create (Income Schedule) Journal
  • Post and Match Sales Credit Note
  • Post Billing Document
  • Post Journal
  • Post Payable Credit Note
  • Post Payable Invoice
  • Post Sales Credit Note
  • Post Sales Invoice
  • Process Intercompany Transfer

You can use this Feature Console feature to enable the Background Posting Scheduler to use the new framework.

Work through the steps in the order shown.

For each manual step, follow the instructions on screen then click Mark As Done when the step is complete. More information about performing any manual steps is provided below.

When you have completed all the steps, use the Status slider in the Feature section to enable the feature.

Note:
If you have existing custom processes that are using BAF or BPS framework, you must re-evaluate them for potential migration to the new framework. If you have custom code with dependency on BAF or BPS framework objects (such as Accounting Background Worker, Worker Log, or Worker Log Group) then this should be redesigned to take the new BPS objects into consideration.

Configuring your Balance Update

To use parallel processing in the BPS, you must configure your Balance Updates to Update Reporting Balances with On Demand Update as the Update type. You can configure your Balance Update using the Accounting Task Launcher.

Note:
You must have Lightning Experience enabled to use the Accounting Task Launcher.

To configure your Balance Update:

  1. Click the Accounting Task Launcher . In the Data Setup and Management section, click Balance Configuration.
  2. Select Update Reporting Balances and then choose "On Demand Update" as the update type.
  3. [Optional] Configure the schedule to update your balances on demand. See Scheduling the On Demand Reporting Balances Update.
  4. If you want to make the switch now, click Save & Full Sync.
  5. To complete a change to your balance updates, you must perform a full synchronization. We strongly recommend that you do this now to minimize the chance of transactions being created in the interim. To do this now, click Full Synchronization.

For more information on Balance updates, see About Balance Update.

Background Posting Settings

The Background Posting Settings custom setting contains both process-specific and general settings that apply to the Background Processing Scheduler.

Process-Specific Settings

For each of the supported processes, you can define the following custom settings:

  • Scope Size
  • Run Parallel

Scope Size

This specifies the number of records that are processed at one time. The default value is 1.

It is recommended that your administrator and your Accounting team work together to determine optimum scope sizes.

Note:
The maximum scope size for Create Currency Adjustment, Create Journal, and Post and Match Sales Credit Note is 1.

Run Parallel

To optimize the performance of the Background Posting Scheduler, you can specify the processes that can process records in parallel. This allows the specified BPS process to process multiple records at the same time.

Warning:
You cannot select Run Parallel if:
  • You have not set your Balance Configuration to Update Reporting Balances with "On Demand Update" as the update type.

  • You have a custom process that executes for the same documents at the same time as the background process is running.

For more information on Scope Size and Run Parallel, see Background Posting Settings.

General Settings

The following general settings are available:

  • Use Detailed Monitoring
  • User Group Notification

Both these settings are set to True by default. For more information on using these settings, see User Notifications.

Additional Configuration

When you have enabled the Background Processing Scheduler using the Feature Console, assign the FDN AsyncApi - Process permission set to users that run the Background Posting Scheduler. This permission set also enables users to view the Process Runs tab.