Process Scheduler Schedules

When to use

Use this screen to configure schedules and to run and view logs. A schedule needs at least one step.

How to use

Click Run to test the schedule and view the log file.
Use Audit Log to view the logs from prior runs.

Note:

PS shows the log window while the schedule is running to provide feedback to the user.

Field Lists

Schedule Fields and Controls

Description

Specify a description for the schedule

Active

Tick to make the schedule active

Send e-mail

This option applies to the full schedule. Choose: Always / Only if error / Don't Send

Tip: If setting up a schedule with multiple steps, you can send e-mails for each step. In such cases, select to send an email Only if error and choose a Message ID to report the schedule error.

Email To and Email CC: .

Enter the email address/addresses required

If more than one address is required, separate the e-mail addresses with a semi-colon ”;”

Select a Message ID

Required if Send email is set to Always or Errors

For details, refer to Email Messages

Company.

Enter a company if setting up a schedule to run Data Integrity check.

If you select a company here and click the go button, all the modules will be inserted in to the schedule lines for a data integrity check. Alternatively, you can add lines into the schedule manually

Detail schedule steps

Important! The fields depend on the action selected and the available actions depend on the level of Process Scheduler included in your activation code.

Tip: Use the Detail screen to create Schedules - It is suggested to use F9 to Zoom on the detail screen to view the details required for the specific action selected.

Detail lines Fields and Controls

Step Number

The step number must be 1..9999, and must not be duplicated.

Step number 1 is required

Tip: Number the steps in 5 or 10 increment- This will let you add new steps in future without having to update all steps numbers.

Company

Specify the company required.

Note: This does not apply to some actions, like Check Disk space, Run Extender Script or Refresh Info-Explorer Cube.

Next step on error and next step on success.

These must be filled in appropriately. If you want the next step to stop, enter ”0”

Action

Choose from the list of available actions and expand the action to view details specific to each action.

With Level 1 Process Scheduler Activation Code

Level 1 - Process Scheduler for Data Integrity

Check all Modules integrity and Check Integrity - For details on setup, refer to PS Schedule - Data Integrity Action

Clear Integrity Logs: This clears old integrity logs. All logs cleared which are older than "x" days - which is entered on the action

Dump database: Saves a dump of the database in a defined folder.

Sage 300 Service Pack Audit: schedule to notify you if the Sage 300 Service Pack changes- Sends a list of all Sage 300 modules and Product updates activated in the database.

Tip: Use "next step on change" to send an email only when any details change.

Run Schedule: will run another Process Scheduler Schedule.

Tip: Use this option to create a schedule in Task Scheduler that will run multiple Process Scheduler Schedules at the same time. This lets you configure only one task in Windows Task Scheduler.

Send Email: Add this action as Step Number 1 to send an email when the schedule starts running.
Check Disk space: enter the file path and the available disk space and the email template.

If the available disk space is less than the configured value when the schedule is run, an email is sent.

Requirement! The following actions require other Orchid modules

Refer to the linked topics for detailed steps to configure those actions.

Run Extender Script in Process Scheduler - *** Requires Orchid Extender
Refresh Information Manager Cube (deprecated - Use this action if you want to schedule a refresh of an Information Manager Cube (.cub) file. Information Manager Cubes (.cub) are used with the Information Manager V5.4 cube viewer.)
Refresh and Distribute Info-Explorer Cube automatically *** Requires Orchid Info Explorer
Schedule I/M Report Runner (PS Level 1) *** requires Orchid Information Manager Report Runner

With Level 2 Process Scheduler Activation Code

Level 2 - Process Scheduler for Data Integrity, Day End and Posting

Run I/C Day End
Run P/O Day End - used in Sage 300 databases where P/O is activated, but not I/C.

Note: Any day end triggered by third party modules that subclass I/C Day End (e.g. Technisoft Service Manager or MIsys) will automatically run when the Run Day End action is run from Process Scheduler

Post AR System Batches : It will post all external batches in Accounts Receivable where the Source Application is OE or PM (Project and Job Costing).
Post AP System Batches: It will post all external batches in Accounts Payable where the Source Application PO or PM (Project and Job Costing).
Post G/L System Batches: Process Scheduler will post all subledger batches in the General Ledger.
Post All System Batches

Note:

System Batches are selected as follows:

For A/R, External batches where the Source Application is Order Entry or Project and Job Costing (SRCEAPPL is OE or PM).
For A/P, External batches where the Source Application is Purchase Order or Project and Job Costing (SRCEAPPL is PO or PM).
For G/L it is all subledger batches.

Post AR Ready to Post Batches
Post AP Ready to Post Batches
Post G/L Ready to Post Batches
Post All Ready to Post Batches
Post all AR Batches
Post all AP Batches
Post all G/L Batches

Post all Batches
Post I/C Receipts
Post I/C Shipments
Post I/C Transfers
Post I/C Assemblies
Post PJC Timecards
Post PJC Equipment Usage
Post PJC Charges
Post PJC Costs
Post PJC Revenue Estimates
Post PJC Material Usage
Post PJC Material Returns
Post PJC Material Allocation

With Level 3 Process Scheduler Activation Code

Level 3 - Advanced Process Scheduler

Load Database : Specify the Database you need to load into and the Database Dump path. This action can be used in conjunction with Dump Database.

Copy Database : Specify the source database (From Company) and the target Database (To company) from the databases configured in Process Scheduler.

Run AVB Macro (discontinued)

Important! Support for AVBs has been discontinued due to security changes in recent versions of Windows. The option to run AVBs has been left in for those sites running older versions of Windows.

Note: For Run AVB Macro, Process Scheduler will create a session using the organization user id and password specified in the Process Scheduler / Setup / Companies screen for the Company specified on the task row and then execute the AVB as specified in the executable path.

Note: If you have a user X logged in to Windows and the task runs as user X then scheduling AVB macros should work. If the Windows scheduler task runs when the user is not logged in to Windows then scheduling AVB macros may not work. It is more reliable to schedule EXEs rather than AVBs.

Run Program (Wait) and Run Program (Don’t Wait): For details, refer to Process Scheduler Schedules- Run Program.

G/L Consolidation Export: For details, refer to G/L Consolidation Export

G/L Consolidation Import: For details, refer to G/L Consolidation Import
Open Year : Open Year allows you to open all periods in the next Fiscal Year in the Common Services Fiscal Calendar. The appropriate sub ledger must also be selected.

Note: This action doesn't run the G/L Create New Year.

Open Next Period: Process Scheduler will find the latest open period and open the next period. Open Next Period allows you to “open” the subsequent period (the one after the latest open period, independently of the Close period process). The appropriate sub ledger must also be selected.

Close earliest Open Period: Allows you to “close” the earliest open period. The appropriate sub ledger must also be selected. It is independent of the Close Period action.

Close/Open Period: Close/Open Period allows you to “close” the latest open period, and “open” the current one, based on today's date. The appropriate sub ledger must also be selected.

Requirement! The following actions require other Orchid modules

Run Financial Report Group : For detaisl, refer to Run Financial Report (PS Level 3) (FR) *** Requires Orchid Information Manager - Report Runner

Depending on the action specified, other details may be entered on the schedule line :

Send Email on Error: Options : On change - This applies to integrity checks only and will only create an e-mail line if the number of errors has changed since the last integrity check.

Note: You will only have this option if you select ”Send e-mail” as ”only if error” on the schedule.

Send. Send Full Log or Send Summary Log.

Fix errors. Only applicable to integrity check tasks.
Dump path. Only applicable to dump database task
Load company. Only applicable to Load database tasks and copy company task

Executable path. Only applicable to Run Program (wait), Run Program (don’t wait) and Run AVB Macro tasks

When you use Run Program or Run Program (wait) you can pass in the parameters for Command Line and Working Directory.

When you run an Extender Script, you select a script that has been uploaded in Extender and you can pass parameters to be read and used by the script.
Refer to Extender documentation for details.