Scheduling the Billing Events to Sales Invoices or Credit Notes Flow

Depending on whether the connector is configured to run in enhanced mode, the steps for scheduling the flow are different.

For more information about enhanced modeClosed When PSA – Accounting Connector runs in enhanced mode, it uses the improved mechanism introduced starting with Spring 2021. This includes better flow execution performance and a modern user experience. Enhanced mode is enabled when the Run Integration in Enhanced Mode field in the PSA – Accounting Connector Settings custom setting is selected., see Enhanced Mode.

Scheduling the Flow in Enhanced Mode

For information about how to schedule the flow in enhanced mode, see Managing Scheduled Jobs.

Scheduling the Flow in Legacy Mode

To schedule the background execution of the Billing Events to Sales Invoices or Credit Notes flow:

  1. From Setup, click Custom Code | Apex Classes.
  2. Click Schedule Apex.
  3. Enter a job name.
  4. For Apex Class, select ConvertBEToInvoicesCreditsScheduler.
  5. Define the frequency, start and end dates, and the preferred start time. For more information on the available options, see the Salesforce Help.
  6. Click Save.