User's guide /
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Scheduled Task
OBS ERP allows you to create Scheduled Tasks in every ERP module or create global tasks in the Main Scheduler:
Scheduled Tasks
To create new task you need to perform the following steps:
Step 1. Insert the name of the new task
Step 2. Insert a description for the new task
Step 3. When - insert information about the timing of the event
3.1. Start - select Start date and time for the event
3.2. End - select End date and time for the event
3.3. Every - select rule - you need to pick either a period Days/Hours/Minutes/Seconds or fixed date of the month.
Example 1: Every 7 Days, Every 120 Minutes
Example 2: Every month on 1th At 12:00 GMT+00
3.4 Count of execution - insert how many times you would like to run the event. You should consider the Start- End period and the Rule you have already entered.
Example:
Start - 2019-01-01
End - 2020-01-01
Rule: Every month on 1 At 12:00 GMT+00
Count - in order to have one event per month for 1 year period you should enter 12 or more.
Step 4. What - insert information about what you want to perform
4.1. Execute - select function that you would like to execute. Please press the magnifier to read description and required parameters for each function.
Example: SendEmail - send notification email with template to one or more mails
Example: RunReport - This function runs a custom report, stores it in an excel sheet and sends it out to defined recipients.
You can find more about custom reports in Data Filtering section.
4.2. Parameters - insert specific parameters
4.3. Active - YES/NO
4.4. Send notification - YES/NO
4.5. Recipients - e-mails (semicolon delimited)
Scheduled Tasks
To create new task you need to perform the following steps:
Step 1. Insert the name of the new task
Step 2. Insert a description for the new task
Step 3. When - insert information about the timing of the event
3.1. Start - select Start date and time for the event
3.2. End - select End date and time for the event
3.3. Every - select rule - you need to pick either a period Days/Hours/Minutes/Seconds or fixed date of the month.
Example 1: Every 7 Days, Every 120 Minutes
Example 2: Every month on 1th At 12:00 GMT+00
3.4 Count of execution - insert how many times you would like to run the event. You should consider the Start- End period and the Rule you have already entered.
Example:
Start - 2019-01-01
End - 2020-01-01
Rule: Every month on 1 At 12:00 GMT+00
Count - in order to have one event per month for 1 year period you should enter 12 or more.
Step 4. What - insert information about what you want to perform
4.1. Execute - select function that you would like to execute. Please press the magnifier to read description and required parameters for each function.
Example: SendEmail - send notification email with template to one or more mails
Example: RunReport - This function runs a custom report, stores it in an excel sheet and sends it out to defined recipients.
You can find more about custom reports in Data Filtering section.
4.2. Parameters - insert specific parameters
4.3. Active - YES/NO
4.4. Send notification - YES/NO
4.5. Recipients - e-mails (semicolon delimited)