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             Transaction Manager Scheduler

Transaction Manager Scheduler

Transaction Manager Scheduler is a built-in tool that can be purchased as an add-on for automating recurring segments of your EDI business process flow. This includes actions performed within Transaction Manager and procedures shared with your integrated ER package. These actions and procedures are generally referred to as "events."

For integrated business systems, Scheduler can leverage a single connection to your business system to automatically export newly-received Transactions from your Trading Partners into the system, creating the documents within your business system to be accessed and reviewed by your accounting team, as well as importing any pending documents within your business system that are ready to be sent to your Trading Partner.

Example: You can set up an event in Scheduler to import your SNPs every day on the half hour. In this case, it will run every half hour looking into your ERP and the import folder (flat file integrations) to import those transactions automatically.

For flat-file integrations (csv, xml, txt, etc.) Scheduler can be set up to monitor a file path (local/network drives or FTP) to import or export files automatically as needed.

CAUTION

Scheduled events do not eliminate the need for user interaction and accountability regarding any of the processes pertaining to Transaction Manager. You are still responsible for verifying that proper data is being sent, monitoring Transaction Manager for errors/failures, and validating data from your trading partners.

If you do not have access to the Scheduler add-on, contact your system administrator to ensure you have permission settings for the functionality to perform your work.

Scheduler Start Page

Scheduler is accessed via Transaction Manager > Administration on the Foundry Menu. Use the Scheduler menu link or select Scheduler from the Administration dropdown control. The launches the Scheduler  start page to view, create and edit your scheduled events.

Active Scheduler Machine

For local-based integrations, the Active Scheduler Machine field at the top of the the start page is needed to specify the workstation or server responsible for keeping track of scheduled events and their timing, as well for maintaining connections to your system.

If Scheduler has not been activated for use, you will need to enter a machine name in this field. Contact your system administrator if you need assistance identifying your machine name. This is not a requirement for cloud-based Scheduler.

Configured Events

If you have some events configured, they will be listed in this section of the Scheduler  start page. From here, you can select an event to view, rename or make changes to the configuration. To create a new event, click New on the action bar to open the configuration page.

See below for information on viewing, creating, editing and deleting scheduled events.

Types of Scheduled Events

The table below lists the types of events that are applicable to this feature, under Type on the configuration page. Note that transactions are received automatically in Transaction manager. As such, there is no need for a scheduled Receive option. The type selected will change the settings required for the event.

Event	Description
Send	Sends transactions in the Outbox to the TrueCommerce network. Automatically avoids transactions with errors or missing required data.
Export	For flat file integrations, generates a file in the specified export directory with data from transactions in the Inbox. For framework integrations, creates a document in the user's accounting package with data from transactions in the Inbox. See Scheduled Export Event.
Import	For flat file integrations, creates transactions in the Outbox using data from files found in the specified import directory. For framework integrations, creates transactions in the Outbox using data from documents in the user's accounting package. Note that if the Framework Integration fails, the flat file export will not occur. See Scheduled Import Event.
Import/Send	Combines Import and Send into one action
Report	Generates an updated report (PDF or Excel file) based on the saved report type specified. Includes the option to send as an email. See Automate Reports.
Inventory Import	Imports Inventory from your Integrated Business System creating an Inventory Report (846) in your Outbox
Inventory Import/Send	Combines Inventory Import and Send into one action

Email Notifications

Scheduled events can be configured to notify you when there are potential issues to provide timely information on warnings and errors. Multiple email addresses are supported. The table below lists the settings that are applicable to this feature, under Event Status Email Notification on the configuration page.

Notification Type	Description
Email on Error	Emails only when an error has occurred during this Scheduled Event resulting in the event failing
Email on Warning	Emails only when a non-failing warning is raised for this Scheduled Event
Email on Error or Warning	Emails on either Error or Warnings

Suspending an Event

If necessary, you can halt the processing of an event (and remove it from the queue) by deselecting the Active checkbox on the configuration page (when you edit the scheduled event).

What can I do?