Configure ERP import job schedule

To configure the optimal schedule, consider the amount of the ERP master data. If you have a large amount of the ERP master data and you set the import job schedule to run too often, performance issues may occur.

To set up a job schedule for the import of the ERP master data to the Kofax AP Agility database:

  1. Log on to TotalAgility Designer as an Administrator.
  2. Click System Settings and select Job Schedules.
  3. Click the plus sign next to Job Schedules to create a new schedule or modify the schedule from the list.
  4. Fill in the Job Schedule form according to your requirements.
    1. Specify a name for Schedule Job.
    2. Filter Process Explorer by the AP Agility category and drag and drop the AP Data Import job to the Process field.
    3. Specify Frequency.

    We recommend that you set up the import job schedule to run once a day. In case of performance issues, you may want to set up the execution of the import job in an off-time period.

  5. Click OK to save the import job schedule.