Configure ERP import job schedule
To configure the optimal schedule, consider the amount of ERP master data. If you have a large amount of ERP master data and you set the import job schedule to run too often, performance issues may occur.
You can set up a job schedule to import the ERP master data to the Kofax AP Agility database by following these steps.
- Launch the TotalAgility Designer
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From the navigation pane, select
.
The Job schedules page is displayed for the Default Category.
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From the
Category list, select
AP Agility.
A list of AP Agility job schedules is displayed, if there are any.
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Click
New to add a new schedule.
The New job schedule window is displayed.
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Fill in the new job schedule form to import the data as follows.
- Enter a Name use as Data Load.
- Click on the Process list, select the AP Agility category, and then select the AP Data Import job.
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Specify the other settings as required.
It is recommended that you set up the import job schedule to run once per day. In case of performance issues, ensure that the import occurs when the system if not heavily used. For example, at night.
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Click
New to add another new schedule.
The New job schedule window is displayed.
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Fill in the new job schedule form to set up the address dump as follows.
- Enter a Name such as Dump Address Files.
- Click on the Process list, select the InvoiceProcessingAgility category, and then select the DumpAddressFiles job.
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Specify the other settings as required..
It is recommended that you set up the dump job schedule to run once per day, but after the data import process has finished. This is because the results of the data import process are required by the dump address process. In case of performance issues, ensure that the dump occurs when the system if not heavily used. For example, at night.
- Click Save to save the import job schedule.