Timed Transactions

It is possible to determine timed transactions in the application via which functions are executed automatically by the application. Therefore, the user does not have to execute these often recurring, routine tasks manually. It is possible to time the following functions:

Sending e-mail (Workflow > Workflow settings > Timings)
Reading Purchase Invoices (Purchase Invoices > Read Purchase Invoice > Timings)
Purchase Invoice Transfer to Payment System (Purchase Invoices > Transfer to Payment System > Transfer Templates)
Archiving (Archive > Archiving > Timings)
Transfer of suppliers (Settings > Supplier Settings > Supplier Lists > Import Suppliers > Timing)
Ledger accounts transfer (Settings > Posting Settings > Charts of Accounts > Read Accounts > Timings)
Posting dimension values transfer (Settings > Posting Settings > Posting Dimension Values > Read Values > Timings)
Exchange Rate Transfer (Settings > Other Settings and Materials > Exchange Rates > Import the rates > Timings)
Import Payment Feedback (Settings > Other Settings and Materials > Import Payment Feedback > Timings)

The Method of Execution setting defines how often a timed transaction is executed. The possible options are:

Manually: The method of execution is not timed; the function is always executed manually.
Note: This method of execution is only in use for automated Purchase Invoice Transfer Templates.
Weekly: The timing is executed once a day on selected days of the week and time. Weekends are also possible. The time defined for the execution applies to all execution dates.
Every Hour: The timing is executed every hour. Execution times are calculated from the start time given: For example, if the start time is 08:00, the timing is executed daily at 08:00, 09:00, 10:00, etc.
Note: The time of the first execution of a new timing does not necessarily match the defined start time because timing is executed in 1 hour cycles from the start time. Example: A new timing is saved at 12:30 with a start time of 20:00. In this case, the timing is executed for the first time at 13:00 because the first 1 hour cycle from the start time is up then.
Every 2 hours, Every 4 Hours, Every 8 Hours, Every 12 Hours: The same principle as with the option "Every Hour".
Note: The options that execute the timing several times a day vary depending on the timing. Import Purchase Invoices and Purchase Invoice Transfer Templates have the most options that can be selected. For all other timings, repeatability of "Every 8 Hours" and "Every 12 Hours" can be selected.

Error message recipients are defined if you want the application to send an e-mail notification of errors detected in connection with the execution of the timing that were entered in the transfer log to selected users. For additional information, see Error Situations in Timed Transactions.

Selection Criteria affect timing operations. As regards purchase invoice transfer templates, for example, selection criteria are used to define which purchase orders are transferred to payment automatically by the timing. Under Importing Basic Data, in the Other settings section, you define the interface to be used in the import as well as how the data that is possibly already in the application is processed, among other things.