cats:procedures:workscheduler

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Use the work scheduler to create new and schedule items such as isolate, re index, aging, exposure, recalculation and past due.

Go to Maintenance > General Maintenance > Work Scheduler.

Work scheduler access menu
Work scheduler main menu

New Item - Create a new a scheduled work item (see below for details).
Delete Item - Delete an item.
Copy Item - Copy an item.
Run Now - Run the work scheduler.
Refresh List - Refresh the list.
Exit - Return to main menu

Choose new item from the menu to create a new scheduled work item. This example will show a past due invoice notification. Press Continue.

Create new scheduled work item.


Enter the number of days past due. Press Apply to continue.

Enter number of days past due.


Configure past due notifications

Here you can add trigger, remove trigger or copy trigger. Add email message, interests rates and/or choose to send daily reminders. Press Save to continue.

Set up past notification triggers


  • cats/procedures/workscheduler.1611324302.txt.gz
  • Last modified: 2021/01/22 14:05
  • by jen