Auto Post Recurring Vendor Invoices (On Premise)
You use the Auto Post Recurring Vendor Invoices task to repeatedly post vendor invoices to the general ledger.
Before you can use this e-agent task, you must first have a recurring vendor invoice configured to be used by this task. For information on configuring recurring vendor invoices to be used by this task, see the Creating Recurring Vendor Invoices topic.
When creating recurring vendor invoices, you define the schedule for posting the journal entries. When creating the recurring journal entry template you can define an expiration date for an entry as well. This task should run frequently enough to post the journal entries you have configured.
General Task InformationGeneral Task Information
From the e-automate Tools menu, select E-agent to open the E-agent - Tasks window.
From the e-agent toolbar, click [New]. E-agent opens the new task window.
From the list, select Auto post recurring vendor invoices.
Click [OK]. E-agent displays the task setup window.
In the Task name field, leave the
default name or enter a new name for the task.
Note:
All tasks must have a unique name. If you are using multiple tasks
for a variety of reasons, each task must have its own, unique name.
You can schedule all tasks at different intervals.
In the Task engine field, use the drop-down menu to select the task engine on which you want to run the task.
In the Task user field, use the drop-down menu to select the user under which e-agent is to run this task.
To make this task operational, check the Enabled checkbox.
Schedule TabSchedule Tab
You can choose to schedule the e-agent task so that it runs on an interval and/or you can run the task manually whenever you choose.
To manually run the task see the "Manually Running Tasks" section of the Task Functionality topic.
To schedule the task to run on a defined schedule, do the following:
Click the Schedule tab to bring it forward.
In the Recurrence pattern region, select Hourly, Daily, Weekly, Monthly, Last day of month, or No recurrence to indicate the frequency with which you want e-agent to process this task.
If you selected Weekly in the previous step, e-agent displays a Run on region with a checkbox for each day of the week. Check the box for each weekday on which you want e-agent to process this task.
In the Start recurrence field, enter (or use the drop-down calendar to select) the date and time you want this schedule to begin.
Note: This field is not available if you set Recurrence pattern to No recurrence.
In the End recurrence region, do one of the following:
Note: The options in this region are not available if you set Recurrence pattern to No recurrence.
To have e-agent process the task indefinitely using the specified Recurrence pattern, select No end date.
To have e-agent process the task only a specified number of times using the specified Recurrence pattern, do the following:
Select End after __ occurrences.
In the End after __ occurrences field, enter the number of occurrences.
To have e-agent process the task through a specified end date and time using the specified Recurrence pattern, do the following:
Select End by __.
In the End by __ field, enter the date and time by which processing of this task is to end.
Completing the TaskCompleting the Task
In the E-mail field, enter the e-mail address(es) of the person or persons the system should notify each time e-agent completes processing of this task. To notify multiple recipients, separate each e-mail address using the delimiter associated with your e-mail program (e.g., if your e-mail program accepts a semicolon as a delimiter, you could enter janedoe@company.com; johndoe@company.com; joe@company.com to have the system send notifications to three e-mail addresses each time e-agent completes processing of this task).
Click [OK] to save the task settings.
Non-supported ReleaseNon-supported Release
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