6. Scheduling Recurring Jobs

So far all of the jobs we have submitted have been for a single execution performed ASAP (As Soon As Possible). But, what about jobs we want to run at the same time each day, week, or month? These are recurring jobs and the Batch Manager can accommodate them.

There are some jobs you only need to send once―for example, emailing a Purchase Order to a Vendor. But there are other jobs―like keeping your Actual Costs updated, for example―that you need to run on a regular, recurring basis. The Batch Manager supports both approaches. And in this next scenario, we will show how to make a Batch Manager job recurring.

6.1. Selecting Job to Reschedule

Any job can be set as recurring—even jobs which have already been completed. In fact, it's often the already completed jobs which you will want to make repeating. To begin the process of setting up a recurring job, follow these steps:

  1. Follow this path: System > Batch Manager

  2. Select the check the option "Show Completed Actions" option

  3. Results like those shown in the following screen will appear:

Completed Jobs Processed by Batch Manager

For this exercise, we will reschedule the Update Actual Cost job which we originally described in Section 1.1, “Submitting Jobs”. This job is the first one listed in the screenshot shown above. To make this a recurring job, follow these steps:

  1. Highlight the job you want to reschedule

  2. Then select the RESCHEDULE button

  3. In the "Scheduled" field, enter the first date and time you want the job to run

  4. Select the "Reschedule every" option

  5. Choose how frequently you want the job to recur: daily, weekly, monthly

  6. The Update Actual Costs job is set to be recurring in the following screen:

Rescheduling a Batch Manager Job

Once you select the SAVE button, the job will be scheduled to run as often as you specified. In our example, we scheduled the Actual Cost update to run on a daily basis. And, since this is a resource-intensive job, we have scheduled the job to run every day after hours―at one minute past midnight. To verify the job has been scheduled, follow these steps:

  1. Return to the main Batch Manager screen

  2. De-select the "Show Completed Actions" option to show all currently scheduled jobs

  3. Verify the Update Actual Cost job is in the list

Keep in mind that the user who originally submitted the job will receive a confirmation email each time the job is run.

Note

You can cancel a job at any time by highlighting it and selecting the CANCEL button. If you do this to a recurring job, you will need to repeat the steps described in this section to schedule it to run again—if that's what you want to do.