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Automatic Loading and Updating of Documents Configuration

In the system, there is a possibility to configure the automatic execution of the following tasks:

  • Uploading outbound documents to the provider's system.
  • Updating statuses for outbound documents.
  • Downloading inbound documents from the provider's system.
  • Updating statuses for inbound documents.
  • Creating EDI orders.
  • Sending EDI documents based on received orders.

All automatic tasks are configured in the Job Queue Entries. To do this, follow these steps:

  1. Click the Search button, which will open the Search function, and enter Job Queue Entries to navigate to the corresponding link.
  2. Create a new record by clicking the Create New button.
  3. Fill in the fields:
FieldDescription
Object Type to RunSelect Codeunit.
Object ID to RunFill in according to the table below.
Parameter StringFill in according to the table below.
Earliest Start Date/TimeSet the date and time when the automatic task should start.
Recurring JobActivate this setting if you want the system to perform the task periodically. Then specify the days of the week when the operation will be launched or provide a formula for calculating the next run date.
Formula for Calculating the Next Run DateDetermines the date formula used to calculate the time for the next scheduled run of the recurring job queue entry. If a formula is set, all other recurrence parameters are cleared.
Starting TimeSpecifies the time when the recurring job queue entry should be started.
Ending TimeSpecifies the time when the recurring job queue entry should be finished.
No. of Minutes between RunsSpecifies the minimum interval in minutes between runs of the job queue entry. The value cannot be less than one minute. This field is only applicable to recurring jobs. When an interval is specified, the formula for calculating the next run date is cleared.
Inactivity Timeout PeriodSpecifies the number of minutes that must elapse before a job with the status "On Hold with Inactivity Timeout" is automatically restarted. The value must be at least five minutes.
ActionObject IDParameter String
Upload outbound documents to the provider's system70860260UploadDocuments
Update statuses for outbound documents70860260CheckStatus
Download inbound documents from the provider's system70860260DownloadDocument
Update statuses for inbound documents70860260CheckIncomingDocumentStatus
Create EDI orders70860263CreateOrders
Update status of EDI orders70860263CheckEDIStatusDoc
  1. Select the Set Status to Ready action in the line.

Additionally, on the job queue card, you can view the Log Entries, where the system records the start date and time of the process, its duration, and the status upon completion. If the job encountered an error, you can see the error message by clicking on the Error line or directly in the log.

See Also

System settings required for working with the service:

  1. Service Settings
  2. Counterparty Settings

Viewing and managing documents in the system:

  1. List of Outgoing Documents
  2. List of Incoming Documents
  3. Process of Exchanging EDI Documents for Sales Order
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