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 and Close earliest Open Period: Those actions can be applied to all Sage 300 modules or for single Sage 300 modules. (e.g. A/P, A/R, etc)

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.

Note: If there are no open periods, the process returns an error as it can't find the next one.

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