Process Scheduler Options

Important!

You need to logon to Sage 300 with the ADMIN user credentials to update P/S Options as details are saved in the PS Licence file.

  • Choose Save to keep any changes you make.

  • Choose Close to leave the form without changing any information.

Before changing any of the settings or other information in the Process Scheduler Options form, make sure you understand the impact the options have on your data integrity checks.

After setup, you can change any of the selections and information you entered in the Options form.

Contact Tab

  • On the Contact Tab enter your contact phone and fax numbers.

Processing Tab

Enter the Sage 300 user name and password of the primary Process Scheduler Database. Process Scheduler must be activated in that company. It is the company that stores the details of the schedules.

When Process Scheduler is run from Windows Task Scheduler, all Active Schedules in the company selected on this tab will be run.

In the latest product updates, the details are validated when you save the Options. Process Scheduler supports Sage 300 the Complex passwords selected or not.

Tip: After an upgrade or server move, you generally need to re-save the details in the Processing Tab.

Running schedules in other companies

You can run schedules against multiple Sage 300 companies. Process Scheduler only needs to be activated in one company where the schedules are stored. In most instances, the company is the one that you are currently logged in.

To configure which companies can be included in Schedules, use Process Scheduler > Setup > Companies.  Process Scheduler Companies

Tip: If you change the Active company for Process Scheduler, you will get a warning message.

E-Mail Tab

For details, refer to Process Scheduler Email Tab

: smtp.domain.com:587 Enter the details of the SMTP Server you want to email from.

: There is no specific field for the Port in Orchid modules. You can specify a port number after filling in the email server details.  After the email server name, enter “:xx” i.e. colon  xx where xx is the port number required.

Tip: The default port is generally port 587 with TLS.  

Example: smtp.office365.com:587

and : Enter a correct combination of Email user and password

Note: If using multi-factor authentication and App password, enter the App password you create in he Email Password field. Refer to Using Orchid Modules with Office365 App Passwords

: Enter the email address to be used when sending email.

Example: Orchid.Systems.Modules@gmail.com . You can also enter it in the format {name} <{address}> e.g. Orchid Systems <Orchid.Systems.Modules@gmail.com>

Note: Depending on the SMTP server you use, this address may need to match the one you enter in the Username field, or may not work unless you set up an email alias. Consult your SMTP server documentation for details about sending email.

Updates Tab

Users can now "subscribe" to notifications of updates.

By Default, this option is not selected for end-user serial numbers

The check is stored in the registry and it applies to this Windows user on this computer.

If selected, when starting Sage it will check if there are product updates available for Process Scheduler

If there is a new update, and the user hasn't previously been notified of it, then the Options screen will open automatically on the Updates tab and display details of the new updates.

Tip: The “administrator” or “super user” or “owner” of Sage 300 should have this option turned on. All other users should have it turned off.

You can use "Check for Updates" button to view the list of new features and fixes.

To facilitate support, please include the Version and Product Updates you are running when reporting any issues.

Updates are available to be downloaded from the partner area of the Orchid website Product downloads. 

See also

Steps for setting up Process Scheduler