Automating Purchase Order Scheduled Deliveries
- David Foss
Overview
In additional to manually creating scheduled deliveries in CONNECT, the process can be automated through the CONNECT Scheduler service.
Pre-Requisites
Security
To be able to create new scheduled tasks, the user needs security domain Scheduler.
Configuration
The Scheduled Tasks form is accessed using the menu Settings→Scheduled Tasks.
Once the scheduled tasks form is up, the user can add a new task using the "Add New" button. The following job types are used for the integration.
Type | Description |
|---|---|
POScheduledDeliveriesCreate | a task to pull scheduled deliveries from ERP into CONNECT (create new batches) |
POScheduledDeliveriesSend | a task to send scheduled deliveries from CONNECT to Repete CNX |
POScheduledDeliveriesReceive | a task to receive tickets/receipts from Repete CNX to CONNECT |
POScheduledDeliveriesCommit | a task to commit scheduled deliveries from CONNECT to ERP |
Of the four job types above, POScheduledDeliveriesCreate has additional parameters the user needs to configure.
Field | Description |
|---|---|
Division Code | the ERP division code |
Days Out | the number of days out used to determine the end date. The start date is today's date. |
The user will need to add the description name. This should be something that makes the job easy to identify.
They will also need to configure the frequency that the job runs. The options are: Never, Hourly, Daily, Day of Week, Weekly, and Monthly.
Running the Tasks
Once the tasks are scheduled, they are executed at the scheduled time. If the user is a power user, the Run This Job button is available. This button allows the user to execute a task immediately.