Product: Transaction Manager & Scheduler
Article Link: http://help.truecommerce.com/en/articles/8886241-scheduler-configuring-a-scheduled-event
If you own the Scheduler add-on you can configure various Scheduled Events to run on a Monthly, Weekly, Daily, or Hourly timer that will repeat various actions such as Imports, Exports, Sends, and Reports helping to automate your system and reducing the need for a user to constantly monitor your EDI Mailbox.
Locally Hosted Integrations
Adding/Modifying/Deleting Scheduled Events requires you to be signed-on with the active Scheduler Machine for any non-Cloud based solutions
Scheduled Events Screen
The Scheduler screen located under the Administration → Scheduler menu of Transaction Manager will hold a list of all your current events. If you are signed in using the Active Scheduler Machine you can make changes such as adding or modifying an existing event.
Locally Hosted Integrations
If you're not signed in as the active Scheduler Machine you can view the events and see when they've last executed.
Adding
If you would like to add a new Scheduled Event you can do so directly inside Transaction Manager by navigating to the scheduler screen and selecting the New option within the blue bar.
Navigate: Administration → Scheduler
Select: New
Modifying
In order to modify an existing Scheduled Event you'll want to select the plus (+) icon on your Event to expand its details - then select Edit
Navigate: Administration → Scheduler
Find: Your Scheduled Event
Click: The plus (+) icon
Select: Edit
Configuring an Event
Each Scheduler Event is a set of options that control what and how the event will be handled.
Event Configuration
The Event Configuration section is where you'll configure the primary function of the Scheduled Event
Active
If checked - this Scheduled Event will run. Unchecked it will be ignored and will not run any new events.
Cloud
For customers utilizing both a Cloud based Integration as well as a Local based integration - allows toggling Events between the two.
Type
The Type dropdown is where you configure the primary function of the Scheduled Event - whether it's to perform an Integrated Import/Export or to Send existing EDI Transactions from your Outbox
Type | Description |
Send | Sends all valid transactions in Outbox to Trading Partners |
Export | Exports any Transactions in your Inbox to your Integrated Business System or Flat-File Integration |
Import | Imports any Documents/Files from your Integrated Business System or Flat-File Integration into the Outbox |
Import/Send | Combines Import + Send into one action |
Report | Generates a saved Report from Transaction Manager and Emails it |
Inventory Import | Imports Inventory from your Integrated Business System creating an Inventory Report (846) in your Outbox |
Inventory Import/Send | Combines Inventory Import + Send into one action |
Event Name
The name for the Scheduled Event that will be displayed within Transaction Manager and emails
Event Status Email Notification
Allows emailing of errors or warnings to a specified email address
Notification Type | Description |
Email on Error | Emails only when an error has occurred during this Scheduled Event resulting in the event failing |
Email on Warning | Emails only when a non-failing warning is raised for this Scheduled Event |
Email on Error or Warning | Emails on either Error or Warnings |
Email Addresses
The email address to which Notifications will be sent (if enabled)
You can assign multiple emails separating with a comma or semi-colon
Description
Allows for additional description information to be displayed
Recurrence Pattern
The Recurrence Pattern section is where you'll be able to set how often the Scheduled Event runs and what sort of repeating it will utilize.
Recurrence
The recurrence defined is what ultimately sets the pattern for Scheduler to know how often to repeat this Scheduled Event.
Pattern | Description |
Daily | Can be set to repeat once a day, every hour, or down to a 30-minute window |
Weekly | Can be used to repeat every X-amount of weeks, while specifying which days it will run |
Monthly | Can be used to repeat every Nth day of every X month(s) |
Start Date
The Start Date determines that starting point at which the Recurrence Pattern will then begin.
If you have a Daily Pattern set to repeat every 2-Hours - with the Start Date of Today @ 8:50AM.
Then the System will repeat starting at 8:50AM and repeating every 2-hours after (10:50AM, 12:50PM, 2:50PM, etc.)
If your Start Date has already passed when setting for the first time - then your event will not run as it will not receive the initial Start Date/Time needed to initiate the pattern
rev 1/30/2024