Scheduling Daily Close and Purchase Exports

Scheduling Daily Close and Purchase Exports

Scheduling the Daily Closes

·                 DC 2, 3 and Export Purchase Transactions (DC4) may be automated to run at a set time. Reports will be emailed to specified email addresses. Emails for DC 2, 3 & 4 are configured in Configure System Settings>Accounting>Navision Export Setup. Allow enough time for each of them to complete to avoid conflicts, especially for the end of month if it is on a weekday when the end of month closes are also scheduled. Note: The second scheduled report in such circumstances will have no data.

·                 DC1 can be scheduled to be run once a month on the last day of the month, and must be scheduled to run before the last-day-of-the-month (LDOTM) DC2/3/4 are scheduled.  DC1 includes all locations and their visit sites so may take some time if you have multiple locations. The DC1 payment report will be emailed to each location. The emails are configured in Configure System Settings>System>Location. If the LDOTM DC1 coincides with weekday, the second LDOTM will have no data if the locations all ran their closes.

Note: There must be time for the Scheduled Task for DC1 to finish before the tasks for DC2/3 begin. DC2, 3 and 4 can run early each morning before the start of the 1st working day of each month if necessary.  Auditdata will work with your company to establish the best schedules.

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