Managing Scheduled Jobs

From the PSA – Accounting Connector Admin page, you can schedule background flow executions, view existing scheduled jobs, and delete them.

Scheduling a Flow Execution

To schedule the background execution of a flow:

1. Open the PSA – Accounting Connector Admin page.
2. In the PSA – Accounting Connector Scheduled Jobs section, click Manage Scheduled Jobs.
3. Next to a flow name, click and then click Schedule.
4. Under Schedule Frequency, select one of the following:
   • Hourly: if you want the flow to execute every hour.
   • Daily: if you want the flow to execute once every day.
   • Weekly: if you want the flow to execute on specific days of the week. You can then select the days.
   • Monthly: if you want the flow to execute once every month. You can then select a monthly method to determine on which day of the month the flow executes.
   Depending on your selection, additional options might be available. More information

   Schedule Flow Execution Additional Fields

   Field	Description
   Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday	Only available when Weekly is selected as the frequency. Determines whether the flow executes on the specific day of the week. For example, if you select Monday, the flow executes each Monday at the specified start time.
   Monthly Method	Only available when Monthly is selected as the frequency. Determines how to calculate the day of the month when the flow executes. The following options are available: "Last Day of Month". Note that this is the last calendar day of the month. If a month ends on a Saturday, the flow executes on that day. "Date" "Day of the Month" "Days Before Month End"
   Day of the Month (number)	Only available when "Date" is selected as the monthly method. Determines the date on which the flow executes each month. For example, if you enter 15, the flow executes on the 15th of each month.
   Day of the Month (picklist)	Only available when "Day of the Month" is selected as the monthly method. Determines on which occurrence of the day selected in Day of the Week the flow executes.
   Day of the Week	Only available when "Day of the Month" is selected as the monthly method. Combined with the value selected for the Day of the Month picklist, determines on which occurrence of the day the flow executes. For example, if you select "Last" and "Friday", the flow executes on the last Friday of each month, regardless of date.
   Days Before Month End	Only available when "Days Before Month End" is selected as the monthly method. Determines how many calendar days before the end of each month the flow executes. For example, if you enter 3, the flow executes on January 28, February 25 (non-leap year), March 28, April 27, and so on. Note: If you set this to 1, the flow executes on the day before last of each month. If you want to execute the flow on the last day of each month, use the "Last Day of Month" method.

5. Under Schedule Start Time, select the preferred time of day when you want the flow to execute.
6. Click Schedule. The job is scheduled.

Notes:

• You will receive an email notification each time a flow execution finishes. The email is also sent to any additional email addresses defined in the Additional Notification Recipients custom setting field.
• If you want to change the frequency of a scheduled job, you must delete the existing job and then perform the steps again.

Deleting a Scheduled Job

To delete a scheduled job:

1. Open the PSA – Accounting Connector Admin page.
2. In the PSA – Accounting Connector Scheduled Jobs section, click Manage Scheduled Jobs.
3. Next to a flow name, click and then click Delete.
4. Click Delete. The job is deleted and you can schedule a new job for the flow.