How to Use the Accounting Background Process
Contents |
Objective
This HowTo explains the way you have to setup Openbravo in order to schedule background processes. Background processes are automated process activation based on a scheduling. Most known processes are Alert process and Background Accounting process, but you can develop new ones.
Like any other background process you can run the accounting background process in three ways:
- Manually every record: posting every accounting record one by one (an invoice, an order, a bank statement, a cash movement, etc.). It is used to check if a particular posting is giving the expected result.
- Manually every table: posting every accounting record belonging to a table (post all pending orders, post all pending invoices, post all pending bank statements, etc.). Is used to have a semi automated posting. You could also invoke all pending posting.
- Background process: Scheduling an Accounting Background Process. Openbravo automatically checks pending records and posts them. Activation Background Process is used to be more efficient.
For a correct Accounting Background Process setup, it is important to use Admin role.
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If further information is necessary, this documentation may be interesting:
Execution steps
The company in this example wants to setup Accounting Background Process every 3600 seconds (every hour). Having a certain start date, end date and a maximum repetition value.
Schedule the Accounting Background Process
Let´s setup the accounting background process in General Setup || Process Scheduling || Process Request. Although there are multiple ways of setting up the background process scheduler, two are the most used ones:
- Run Immediately: This option will execute the Background Process only one time at the moment the button to schedule the process is pressed.
- Schedule: Usually is scheduled at night. Process runs once a day. This way you avoid having to delete/unpost intraday posting info .
Header tab:
The fields that appear in the header are:
- Organization: This/these organization will be only affected by this background process
- Process: Indicates the scheduled process. There are several options but in your case you should choose Acct Server Process.
- Active: Indicates if this process is active or not.
- Timing: Scheduling can be done on several ways:
- Run Immediately: Runs once.
- Run After: It will run later from start date to end date.
- Schedule: Is the more complex and flexible option. Allows to setup every n seconds, every n minutes, hourly, daily, weekly, monthly and using a Cron expression. For the first 6 options, allows to define the interval, repetitions, if has an end and when ends. For the seventh option, it allows to use a Cron expressions. Cron is the time-based job scheduler in Unix.
Once you have introduced the scheduling parameters, press Schedule Process button.
Using this window it is possible to setup a background process in order to run automatically the Accounting posting.
Monitor the scheduled background process
You can have a look how the scheduling process is going on General Setup || Process Scheduling || Process Request:
Main information fields, apart from start and end date are:
- Process: The name of the running process
- Process duration: Can be useful to detect performance issues.
- Status: When the process has finished properly or not
Results
A new background process has been setup: Accounting posting. It runs every hour starting 8th of June at 4:03 p.m. and finishing 15th of June 0:00 a.m.