Schedule Dialog Box

Use the Schedule dialog box to schedule a process or report to run at a later time.

This dialog box is available in applications for which you can use process servers, such as Reporting, Utilities, Transaction Center, Workflows, Batch Billing, and Payment Review. The fields and options that display on the dialog box vary depending on which application you are using. You can access the Schedule dialog box in the following ways:
  • Click Schedule on the actions bar of the form.
  • Click Options > Schedule on the Schedule Workflows form.
  • Click Schedule Download on the Daily Exchange Rates form.
  • Click Schedule on the Email Remittance dialog box.
  • Click Schedule to Post on the Transactions Grid.
  • Click Create Invoices on the actions bar of the Batch Billing form.
  • Click Schedule on the Refresh Billing Extensions form.
  • Click Schedule on the Update Billing Status form.
  • Click Schedule on the Project Closeout form.
  • Click Schedule on the Refresh Summary Tables form.
  • Click Yes on the Batch Deletes confirmation dialog box.