Article: AR863 - How to set up Automated Processing Jobs in Agility
Article Information
Product Agility
Category System Administration Article # AR863
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How to setup Automated Processing Jobs in Agility

 

The Automated Processing tool, also known as Auto Processing, allows you to run routine Agility processes automatically without user intervention. The example we will use will be to setup your reorder calculations to be run each month.

Setting Up Jobs

Go to System Administration > Restricted Processing > Automated Processing > Queue Maintenance.

Click the New Job icon. In Job name, type in Reorder Calculations Forward. Type in the Job description.

Click the Add Task button.

Under Task Category, choose Update Process. The Process Type will be Reorder Calculations. Under the Process Name, click the magnifying glass to open the saved Reorder Calculations you just set up. Choose the first Forward Calculation that was set up and click OK. Verify the processing branch is correct and click OK.

When finished, click the Save Job button.

Setting up a Queue

Click on the Queue tab. Click on the Create Queue tab. In the Queue Name, type in Reorder Calculations Forward. For Frequency, choose Monthly. IN the Interval, choose Last day of calendar month. your Daily interval will be Once daily. Set the Start time sometime after the end of business. Start time is in military time, so 6 pm would actually be 18:00. Click Add Job and choose your Job of Reorder Calculations Forward. When finished, click the Save Queue button. 

Agility will run the jobs automatically at the times specified.

Listed below are tasks that can be run via automated processing:

Custom Cyberquery reports
Automated processing supports scheduling reports with .eq and .mf extensions. If the report query cannot be located or if the report will not compile due to a syntax error, the system sends an email that the report task failed.
To email the report output, define the output format (such as PDF or .xls) on the Automated Processing job task. If there is no output format defined, automated processing emails the file with the .cqe extension.
External Interface
A/R ACH Processing
Billtrust Invoice
 
Billtrust Statement
Send/Receive EDI Files
 
Process Incoming EDI Files
Process Millwork Development Orders
 
Process TMS Cost Packets
Routing – Export Final File
 
Routing – Export Preliminary File
Forms
Acknowledgments
This automated process emails/faxes order and/or credit acknowledgments based on the customer ship-to or customer branch ship-to laser control settings.
Invoices
This automated process prints/emails/faxes invoices, finance charge invoices, and credit memos based on saved criteria settings in the Print Invoices window.
Billtrust Account Statements
This automated process generates xml files for account statements based on criteria saved on the Print Account Statements with a setting of Process via Billtrust. This option is only available if your system is licensed and active for the Billtrust Interface.
Standard reports
A/P Aged Open Payables Report
A/P Recon Register
 
A/R Aged Trial Balance Report
A/R Lien Reminder Report
 
A/R Tax Summary/Detail Report
Cash Drawer Balancing and Payments
 
G/L Subsidiary Balancing Report
Inventory Valuation Report
 
Potential Stock Outage Report
Sales Analysis Report
 
SO Profitability Report
Inventory Usage/Purchase Comparison Report
Update processes
A/R Finance Charge Application
ABC Classification
 
Automated purges
Batch criteria
 
Cost mass update
Create pick file
 
Customer item quicklist
Data warehouse update
 
KPI update
Post unposted activity
 
Reorder calculations
Shipment update
 
Tax interface invoice error processing
Transaction Analysis
 
WMS monitor
Viewer
Commission Viewer
Dispatch Viewer
 
Inventory Viewer
Item Activity Viewer
 
PO Viewer
Reman Viewer
 
SO Viewer
These automated process emails viewer results in .csv format based on the viewer's saved criteria.

 

Attachment Word Doc Office 2007 Word Document AR863 _ How to set up Automated Processing Jobs in Agility.docx (890.81 KB)
Attachment PDF PDF Document AR863 _ How to set up Automated Processing Jobs in Agility.pdf (234.00 KB)
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