Managing Scheduled Jobs

From the Billing Document to SIN or SCR Admin | Manage Scheduled Jobs, you can schedule background job executions, view existing scheduled jobs, and delete them. The table below lists the jobs that you can manage using the Billing Document to SIN or SCR Admin | Manage Scheduled Jobs action.

Jobs Available from the Manage Scheduled Jobs Action

Job Name

Description

Further Information

Create Sales Invoices and Credit Notes from Billing Documents If the Billing Document to Sales Invoice or Credit Note is enabled, creates sales invoices and credit notes from eligible billing documents in the background. Billing Document to Sales Invoice or Credit Note Integration

Scheduling a Job Execution

To schedule the background execution of a job:

  1. Click Billing Document to SIN or SCR Admin | Manage Scheduled Jobs. The Manage Scheduled Jobs window is displayed.
  2. Next to a job name, click Down icon. and then click Schedule.
  3. Under Schedule Frequency, select one of the following:
    • Hourly: if you want the job to execute every hour.
    • Daily: if you want the job to execute once every day.
    • Weekly: if you want the job to execute on specific days of the week. You can then select the days.
    • Monthly: if you want the job to execute once every month. You can then select a monthly method to determine on which day of the month the job executes.
  4. Under Schedule Start Time, select the preferred time of day when you want the job to execute.
  5. Click Schedule. The job is scheduled.
Notes:
  • You will receive an email notification each time a job execution finishes.
  • 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. Click Billing Document to SIN or SCR Admin | Manage Scheduled Jobs. The Manage Scheduled Jobs window is displayed.
  2. Next to a job name, click Down icon. and then click Delete.
  3. Click Delete. The job is deleted and you can schedule a new job for the integration job.