Scheduling Revenue Management Processes to Run Automatically
You can schedule the following Revenue Management processes to run automatically at regular intervals:
Process |
Scheduled Job Name |
Description |
More Information |
---|---|---|---|
Deferred Revenue True-Up | Deferred Revenue True-Up |
Runs deferred revenue true-up for all eligible source records. Whether the resulting true-up transactions are created as "In Progress" or "Committed" is determined by the Scheduled True-Up Creates Committed RRTs field in the Revenue Management Batch Settings. |
Deferred Revenue True-Up |
Execute RM Process Schedules | Execute RM Process Schedules |
Runs active process schedules that have a Next Due date in the past. Process schedules enable you to run RM automation configurations at regular cadences. |
Scheduling a Job to Run Process Schedules |
Generate Recognition Schedules | Generate Recognition Schedules | Generates recognition schedules for all source records linked to valid recognition settings. This process creates recognition schedules for a source record if they do not already exist. If recognition schedules already exist for a source record, this process updates them to reflect any changes to the source record. | About Recognition Schedules |
To schedule either of these processes:
- On the Foundations Setup tab, click Scheduled Jobs.
- Find the process you want to schedule in the list of jobs.
- Click to configure when the process runs. When you have made your changes, click Apply Changes.
- Select the Scheduled checkbox for the process you have configured.
- Click Save.
For more detailed instructions about how to configure scheduled jobs, see Configuring a Scheduled Job.
You are notified by email each time these scheduled jobs complete. You can access log information from the process run records created by both jobs.