Run Financial Report

Note: Excel should be installed on the server where Process Scheduler is run/scheduled in Windows Scheduler. You also need to run a Sage 300 workstation setup if the schedule doesn't run on the Sage 300 application server.

The following steps are required to schedule a financial report :

Requirement! Information Manager Report Runner needs to be activated and configured. Process Scheduler Level 3 is required.

Log into a Sage 300 database with an existing install of Process Scheduler.

Go to the schedules screen and create a new schedule

Note: Use the detail screen (F9 Zoom) to setup a schedule to Run Financial Report

For the Action specify Run Financial Report Group

Specify the company and report group name from IM Report Runner
Define the parameters Year, Period, File name
Define the e-mail subject and address

All reports in the group will use the same configuration.

Tip: You can add another "Run Financial Report Group" Action for another Report Group with different parameters.

EMAIL is optional

FILE path and NAME:

You can include the following fields in the filename:

{NAME} - Report description configured in Financial Report Runner e.g. "Dept 100 forecast"

{FILENAME} - Source file name (without the path and the xls extension)

{DD} - day e.g. "05"

{D} - day e.g. "5"

{MM} - month e.g. "01"

{M} - month e.g. "1"

{MMM} - month e.g. "Jan"

{YY} - year e.g. "09"

{YYYY} - year e.g. "2009"

{hh} - hour e.g. "02"

{h} - hour e.g. "2"

{mm} - minute e.g. "04"

{m} - minute e.g. "4"

Tip: Consider if you want the file overwritten in each run or you need a unique file name everytime the Financial Report is refreshed in selecting the variable names.

{FSCYEAR} - fiscal year eg "2009"

{PFSCYEAR} - previous fiscal year eg "2008"

{NFSCYEAR} - next fiscal year eg "2010"

{FSCPER} - fiscal period eg "9"

{PFSCPER} - previous fiscal period eg "8"

{NFSCPER} - next fiscal period eg "10"

Back to Process Scheduler Schedules