xTuple Batch Manager Product Guide
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xTuple Batch Manager Product Guide

A PDF of the Batch Manager Product Guide is available for purchase.

Installing and Using the Batch Manager Extension Package (xtbatch) for xTuple ERP

Version 3.3.0

Copyright © 1999-2009 xTuple

September 2009

Table of Contents

Introduction
1. What is the Batch Manager?
2. What Platforms Does the Batch Manager Run On?
3. What do I need to run the Batch Manager?
1. Installation
1. Installing the Batch Manager Package (xtbatch)
1.1. Overview
1.2. Getting the Required Files
1.3. Loading Package with the Updater
2. Installing the Batch Manager Client
2.1. Overview
2.2. Running the Batch Manger Client
2.3. Batch Manager Client Options
2. System Administration
1. Overview
2. xTuple ERP Configuration
2.1. User Privileges
2.2. EDI Profiles
2.2.1. EDI Forms
2.2.2. EDI Tokens
2.3. Directory of Batch Jobs and Reports
3. Runtime Options
3.1. Connection Arguments
3.2. Tuning Options
4. Automatic Startup Techniques
4.1. Windows
4.1.1. Step 1: Configuring User Auto Log On
4.1.2. Step 2: Creating .BAT File
4.1.3. Step 3: Adding Shortcut for .BAT File
4.2. Mac
4.2.1. OSX Shell Script
4.3. Linux
3. Business Scenarios
1. Running Batch Jobs
1.1. Submitting Jobs
1.2. Monitoring Job Progress
1.3. Job Complete Confirmation
2. Emailing Reports
2.1. Submitting Reports
3. Scheduling Recurring Jobs
3.1. Selecting Job to Reschedule
4. Scheduling System Maintenance
4.1. Scheduling the Job
5. Event Notification
5.1. Setting Up User Preferences
5.2. Generating an Event
5.3. Receiving Notification by Email
6. Alarm Notification
6.1. Setting Up User Preferences
6.2. Creating To-Do Alarms
6.3. Sample Alarm Email
7. Emailing Invoices
7.1. Reviewing Customer Form Assignments
7.2. Customer Email Setup
7.3. Sending Invoice Emails
7.4. Receiving Invoice Emails with Attachments
8. Emailing CRM Incidents
8.1. Use an existing EDI Profile
8.2. Configuring CRM
8.3. Creating a customized Incident EDI Profile
8.4. Defining Incident Categories
8.5. Creating Incidents
8.6. Receiving Incident Email
4. Advanced EDI
1. Writing queries to collect the data
1.1. Quotes
1.2. Sales Orders
1.3. Invoices
2. Creating an EDI Profile that can be shared
2.1. Adding Quotes to the EDI Profile
2.2. Adding Sales Orders and Invoices to the EDI Profile
3. Entering the required Customer data
3.1. Creating Customer Characteristics for FTP
3.2. Defining Characteristic values for each Customer
3.3. Attaching the EDI Profile to each Customer
4. Testing
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