What can the task scheduler be used for?

This document provides an overview of the tasks that can be performed by the scheduler. When new types of tasks are added, this document will be updated accordingly.

What is the scheduler?

The scheduler is a process that creates and executes tasks for the specified task type.

By adding a schedule, you can specify which process should be executed and how often. The schedules can be viewed under extra - schedules.

Example:

When a reservation is ready for a contact, this contact should automatically receive an email with the reservation attached. A schedule can be added that checks every night if there are any reservations that have not been sent yet:

Fields:

• Task type: The type of task that is created. In this case, sending reservations
• Description: Name of the schedule
• Active from / to and execution time: When the schedule should be active and the time when it should be executed (especially important for an interval of 'once per day')
• Interval: Specifies how often the process should be executed. For example, immediately, every hour, or every night
• Email template: Email templates can be used to specify the format of the email sent to the customer. The email template can be linked to a schedule here
• Enabled: Indicates whether the current schedule is active or not. This allows the schedule to be temporarily disabled.

When it appears that something needs to be done, such as sending a reservation, the scheduler creates a task to be executed. During the maintenance of the schedules, the executed tasks can also be viewed, along with the result of the task.

Currently, the following types of tasks are available for the scheduler:

• Sending a reservation to the consumer
  • When a reservation is ready, the consumer can be notified.
• Sending a purchase order to the supplier
  • The supplier can be set to receive orders via email. This can be useful when the supplier does not yet support EDI. In this case, the purchase order is sent to them by email.
• Sales order acceptance to the supplier
  • If order acceptance by the supplier is enabled, they can receive an email with the order details. They can then approve or reject the order directly via email.
• Sales order acceptance to the consumer
  • If order acceptance by the consumer is enabled, they can receive an email with the sales order. They can then approve or reject the order directly via email.

For tasks that include sending a report, such as a purchase order or reservations, there are settings available to specify the report layout to be sent. These can be found under extra - settings - general section - 'task report standards' tab.