xTuple Batch Manager Product Guide
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xTuple Batch Manager Product Guide
Installing and Using the Batch Manager Extension Package (xtbatch) for xTuple ERP
Version 3.2.2
Copyright © 1999-2009 xTuple
May 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 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 Purchase Orders
2.1. Vendor Email Setup
2.2. Sending Purchase Order Emails
2.3. Receiving P/O Emails with Attachments
3. Emailing Sales Order Acknowledgements
3.1. Defining the Acknowledgement Form
3.2. Customer Email Setup
3.3. Sending S/O Acknowledgement Emails
3.4. Receiving Acknowledgement Emails with Attachments
4. Emailing Invoices
4.1. Reviewing Customer Form Assignments
4.2. Customer Email Setup
4.3. Sending Invoice Emails
4.4. Receiving Invoice Emails with Attachments
5. Emailing Reports
5.1. Submitting Reports
6. Scheduling Recurring Jobs
6.1. Selecting Job to Reschedule
7. Scheduling System Maintenance
7.1. Scheduling the Job
8. Event Notification
8.1. Setting Up User Preferences
8.2. Generating an Event
8.3. Receiving Notification by Email
9. Alarm Notification
9.1. Setting Up User Preferences
9.2. Creating To-Do Alarms
9.3. Sample Alarm Email
10. Emailing CRM Incidents
10.1. Defining EDI Profiles
10.2. Configuring CRM
10.3. Defining Incident Categories
10.4. Creating Incidents
10.5. Receiving Incident Email