Event Scheduling - Overview

The Event Scheduling screen allows corporate users to schedule the automatic generation of exports on a daily, weekly, or monthly basis. This process is available when "Accounting Software" = 'STANDARD' or 'Epicor Platinum' in the Company setup screen (see lists below). The user must be linked to a hierarchy with "Limit Export Locations" selected and will only be allowed to create events for those locations.

Users can define or modify the event parameters for the frequency and times of the process and select the hierarchy locations to be included in the event, and if necessary exclude or re-add locations from all future events for a particular type. Users will be able to review the scheduled events expected each day and exclude individual locations from a single event. Users will also be able to review the day and time of the last and next scheduled event, to verify that the process is working properly.

This module can be used to schedule the following Standard export files (at least one must be mapped to use this screen):

Accounts Payable (Predefined or Mappable), Accounts Receivable, Custom Transactions, Employee Maintenance, Employee POS, Labor Schedules, Location Transfers, Inventory Delta, Inventory Totals, Sales, and Payroll.

This module can also be used to schedule the following Epicor Platinum export files:

All Transactions and Payroll.