Scheduling a Vendor Import Process - Intelligent Capture for AP - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Intelligent Capture for AP
Platform
OnBase
Product
Intelligent Capture for AP
Release
Foundation 23.1
License

Once you have created both a vendor import XML configuration file and a corresponding VB Script, you can create a schedule for regular, automated vendor data imports.

To schedule a process for importing vendor data at regular intervals:

  1. Within the Data Capture Configuration window, once you select Setup Scheduled Vendor Import Process and proceed, the Schedule Vendor Script screen is displayed.

    On the top half of this screen, a list of all available VB Scripts from OnBase is displayed. For more information on creating and configuring VB Scripts, see the System Administration module reference guide or help file.

  2. Select an appropriate VB Script and click Create Schedule. The Schedule dialog box is displayed.
  3. In the Schedule Name field, enter a name for the scheduled process.
  4. In the Frequency to run Script section, select the frequency at which the scheduled process should be run. Then set the secondary options that are applicable to your selected frequency.

    • Yearly. When this frequency is selected, a calendar is displayed. Use the calendar to select the day on which the scheduled process should be run.

      Tip:

      To quickly select a different month/year to be displayed, click the calendar heading (in the example above, April, 2013) once to view all months of the year or twice to view all years of the decade, then select the desired year and month to return to the default view from which a day can be selected.

    • Monthly. When this frequency is selected, a drop-down menu containing all possible dates of the month (i.e., 1 to 31) is displayed. Select the date on which the scheduled process should be run each month.

    • Weekly. When this frequency is selected, a drop-down menu containing all days of the week (i.e., Sunday to Saturday) is displayed. Select the day on which the scheduled process should be run each week.

    • Daily. When this frequency is selected, no secondary options are displayed. Proceed to the next step.

  5. In the Time field, enter the time at which the scheduled process should be run on each day for which it is set to run.
    Note:

    The time at which the scheduled process will run is based on the time and time zone of the OnBase database.

  6. When you are finished configuring the settings for the scheduled process, click Create/Edit. The process is added to the Current Scheduled Scripts list on the Schedule Vendor Script screen.
  7. To edit a scheduled process, in the Current Scheduled Scripts list, select the check box next to the process's listing and click Edit Schedule. The Schedule dialog box is displayed. Edit the settings for the scheduled process as desired, using steps 3 to 6 for reference.
  8. To delete a scheduled process, in the Current Scheduled Scripts list, select the check box next to the process's listing and click Delete Schedule. When the confirmation message is displayed, click OK to complete the deletion.
  9. Once you are finished creating, editing, and/or deleting scheduled processes for importing vendor data, click Next >. The Summary screen is displayed.

    A brief summary of your configuration settings is listed. Once you are finished reviewing the summary, do one of the following:

    • To return to the Product Selection screen, click Continue Configuration.

    • To save your configuration and close the Data Capture Configuration window, click Finish.