Steps for Setting Up Process Scheduler

Step 1: Establish which Sage 300 company (database) is to hold Process Scheduler's master file records

Step 2: Activate Process Scheduler in that company

Step 3: Add Security, if required

Step 4: Fill in the Process Scheduler Options

Step 5: Fill in the Process Scheduler Companies for all companies where Process Scheduler will run a task.

Step 6: Setup Email Messages

Step 7: Fill in the Process Scheduler Schedules

Step 8: Test and review the Log

Step 9: Schedule the Process Scheduler to run at an appropriate time and frequency using the Scheduling the Process Scheduler in Windows Scheduler

Step 10: Regularly review your Process Scheduler Audit Log and check your schedule tasks to ensure your tasks are running as expected