Create invoice re-match timeout process
In order for you to successfully send invoices automatically for line pairing, it is necessary to create a schedule job so that any invoices that are waiting line pairing are sent after a specified time-out period.
You can create a job schedule that automatically sends waiting invoices for line pairing after a time-out period by following these steps:
- Launch the TotalAgility Designer.
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On the menu, select
The Job schedules page is displayed for the default category.
-
Change the
Category
AP Agility.
A list of job schedules for the AP Agility category is displayed.
-
Click
New.
The New job schedule window is displayed.
- In the Name field, enter a name for the scheduled job. For example, Check Timeout for Waiting Invoices.
- From the Category list, select AP Agility.
- Ensure that Active is selected.
- From the Process list, select the AP Agility and then select the Check Timeout for Waiting Invoices process.
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For the
Schedule group, set a schedule based on your needs.
The frequency depends on your business requirements and how the ERP Data Load is scheduled.
For example, if the ERP Data Import is schedule once a day, then the frequency of checking for timed-out invoices should also be set to 1 day.
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Click
Save.
The process is saved and the new job schedule is displayed in the list.