Order Entry advanced sales document job schedulers

The Intacct Configuration application in Salesforce has added tools to use with the advanced sales document workflow.

To access the job scheduler tools:

Log in to Salesforce as an administrator.
Go to the Intacct Configuration tab in the IntacctAdvanced CRM Integration application.
Select the Intacct Synchronization tab > Order Entry.
Review the available tools and add defaults or mappings as needed.
Save your changes.

Create sales document job

This job scheduler is specifically for the advanced sales document workflow.

Use the Create Sales Document Job scheduler when invoices have been created, but no associated sales documents have been created yet. The job scheduler will create both the sales document and sales document line records for invoices or opportunities that do not already have associated sales documents.

For example, you could schedule the job to run weekly on Wednesdays. The sales documents and sales document line records are created on Wednesday, allowing time for these documents to be reviewed before syncing them to Intacct.

Sync sales document job

This job scheduler is specifically for the advanced sales document workflow.

Use the Sync Sales Document Job scheduler to sync sales documents to Intacct.

For example, you could set the sync to run at midnight at the end of the week. Any new sales documents that were created during the week are synced to Intacct. This allows time for the sales documents to be reviewed before being synced to Intacct.

Create a scheduled job

The Create Sales Document scheduler and the Sync Sales Document scheduler have the same controls.

To create a new job schedule:

For either scheduler, select the Schedule link.
Enter the Job Name.

Job names must be unique.
Select the Frequency that the job will run: Weekly or Monthly.
Enter schedule information as needed.
Select your filter criteria.
Select Schedule job.

Weekly job options

When creating a job that runs weekly, these are the available options.

Recurs every week on: Select the day or days that the job will run.
Preferred Start Time: Select the time that the job will run. If you select more than one day a week for the job to run, the start time will be the same for each day.
Filter Criteria: This is the criteria that the scheduler uses to determine which records to create or sync to Intacct,
- Field: Select the field that will trigger a create or sync job.
- Operator: Select an operator for your field. Depending on the field you selected, one or more of the following options are available for use.
  - Equal
  - Not equal
  - Less than
  - Greater than
  - Less or equal
  - Greater or equal
  - Contains
  - Does not contain
  - Starts with
- Value: Enter a value, or leave blank to find empty values.
  
  Depending on the Field you choose, you can enter text or select from pick lists for the appropriate information.
- Logic: You can use more than one filter. The operator between the filters can be AND or OR.

Monthly job options

When creating a job that runs monthly, these are the available options.

On day of every month: Select the day of the month that the job will run. You have the option to select a number, or the last day of the month.
Preferred Start Time: Select the time that the job will run. If you select more than one day a week for the job to run, the start time will be the same for each day.
Filter Criteria: This is the criteria that the scheduler uses to determine which records to create or sync to Intacct,
- Field: Select the field that will trigger a create or sync job.
- Operator: Select an operator for your field. Depending on the field you selected, one or more of the following options are available for use.
  - Equal
  - Not equal
  - Less than
  - Greater than
  - Less or equal
  - Greater or equal
  - Contains
  - Does not contain
  - Starts with
- Value: Enter a value, or leave blank to find empty values.
  
  Depending on the Field you choose, you can enter text or select from pick lists for the appropriate information.
- Logic: You can use more than one filter. The operator between the filters can be AND or OR.

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