Schedule configuration

Schedules are a powerful type of configurations that together with our server component allows you to execute mass delivery configurations on a minutely, hourly, daily, weekly or monthly schedule.

NOTE: YOU CANNOT SETUP SCHEDULES BEFORE THE SERVER COMPONENT HAS BEEN INSTALLED AND ACTIVATED.

When the server component has been successfully setup you can access the schedules configuration from Administration->Add-ons->B1 Usability Package->Module configuration->B1 Print and Delivery->Schedules.

Part

Description

Header data

Field	Description
Name	This is your name for the configuration for reference, this is also the name that will be shown in success and error emails from the scheduler.
Select mass delivery	Here you select the mass delivery to be executed. Tip: If you do not see the desired type here it mean you have not configured it in the Report Configuration
Select report configuration	Here you may overwrite the report configuration. If you in the related Mass Delivery Configuration have turned on option "Allow the user to select a different report configuration when running mass delivery" you are allowed to choose either BP Selection report or one of the reports from the list (if "Allow the user to select a different report configuration when running mass delivery" is turned off the option to select is disabled)
Select report action	Here you select the report action to be executed (Print, Email or Save).
Success email	If set you will receive an email confirming that the schedule where run correctly.
Error email	The email that will receive an error report if the schedule encounters and error.

Filter

The filter is used together with the mass delivery where condition to determine if there is anything to be handled.

PLEASE NOTE: DIFFERENT FILTERS MAY BE SHOWN DEPENDING ON WHAT CONFIGURATION IS SELECTED

Check-box filters

Include Documents already handled by B1 Print & Delivery

Includes all documents to the Mass Delivery run, even if those documents have been handled by Print & Delivery before (printed, saved as a file, sent via e-mail, or handled by any other report action.)

Technical explanation - Removes this string from the filter SQL: AND CAST(T0.DocEntry AS NVARCHAR(254)) NOT IN (SELECTTS0.U_BOY_ENTRYFROM [@BOY_85_DEL_LOG] TS0WHERE TS0.U_BOY_ACTION <> 1 AND TS0.U_BOY_OBJECTID = '13')

Include Documents already printed

Includes all documents to the Mass Delivery run, even if those are already printed.

Technical explanation - Removes this string from the filter SQL: AND T0.Printed = 'N'

Open Only

Only open documents are sent via the Mass Delivery run.

Technical explanation - Adds string AND T0.DocStatus = 'O' to the filter SQL.

Exclude Canceled and Cancellation Marketing Documents

Excludes canceled and cancellation marketing documents from the Mass Delivery run.

Technical explanation - Adds AND T0.CANCELED = 'N' to the filter SQL.

Tip: If you're wondering why your documents are not showing in the mass delivery preview screen, you can see the query that produces the list by right-clicking the form and selecting "Copy SQL used to produce this view"

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Schedule

Field

Description

Server start time (24 H/M)

When the schedule should be executed the first time.

Recurrence pattern

There are currently five supported types:

Minutely: Run the schedule every X minutes.

Hourly: Run the schedule every X hours.

Daily: Run the schedule once each day on the server start time.

Weekly: Run the schedule on specific days of the week on the server time.

Monthly: Run the schedule every X day of the month on the server time.

Only ones: Run the schedule only on the start date and the server start time.

Last day of month: Run the schedule on the last day of the month on the server start time (hour and minute)

Range of recurrence

Start: Start date of the recurrence.

No end date: The schedule should never end.

End by: The schedule should end by the specific date.