The process scheduler can be thought of as an engine that takes a user’s parameters, and crunches the data at a time of the user’s choosing.

Options include:

  • Running reports
  • Importing documents
  • Processing journals

The below screenshot shows an example of a generic user’s processes that have been requested in the system:

Users are able to generate reports using the system, and can schedule these reports to be generated at the time of the request, at a distant time in the future, or to occur on regular intervals, say 2:00pm every Friday afternoon.

Additionally, the process scheduler is used to import data from batch spreadsheet uploads (available for download, look for the knowledge article linking to the spreadsheet uploader document).

Lastly, the pictured process list shows the journal entries that this generic user has processed through the system. In this particular case, the user has submitted a journal to “Edit Journal,” several times.

The process scheduler facilitates multiple modules throughout the new financial and procurement system. Note that the “Run Status” in the process list is a static status. So if a user has directed the process scheduler to run a complicated or large data request, the status may show that it has been queued or awaiting completion. Users will need to refresh the list to see if the process has completed if they do not see a “success” status.