Creating Scheduled Actions

Several actions can be automated in the Master Data > Others > Scheduler screen.

1. Navigate to the Scheduler screen. You can do this by clicking Master Data > Others > Scheduler.
2. In the Scheduler screen, you can create, modify, or delete scheduled actions.
   • To modify a record, perform a query then select the record from the Record List pane then click Edit F2.
   • To add a record, click Add (Ins).
   • To delete a record, select the message from the Record List pane then click Delete (DEL).
3. Select the action you want to schedule from the Action drop-down list.
   Some fields that are not applicable to the selected Action are disabled.
4. Enter or modify the fields accordingly.
5. Click Reset scheduler whenever changes are made to the rules. You need to click Reset scheduler to activate the option.
6. Click OK.
7. Set the debug options by selecting the applicable check box then clicking Apply.