To schedule invoice status update on a recurring basis:

  1. Select AP Administrator > Utilities > Update Invoice Statuses.

    The number of the finance group is displayed in the Finance Group field.

  2. Click Schedule.

    Use the following guidelines to specify field values:

    Scheduled Action Name

    Specify a name, for example, Update Invoice Statuses.

    Notify Recipient

    • Email Address: Specify the e-mail address of the person to whom notification of the scheduled action will be sent.

    • Notification Type: Select Never, On Failure, or Always.

    Scheduling Details

    • Schedule Type: Select from the list of schedule types.

    • First Time To Run: Select the first date and time to run the scheduled action.

    • Latest Time To Run: Select the last date and time to run the scheduled action.

    • Run Action Concurrently: Select Full Concurrency to run the action with other scheduled actions or No Concurrency to run the action on its own.

    Additional

    • Override Action Failure Configuration: Select this check box to override configuration if the action fails.

  3. Click Next.
  4. Click Finish.

    The invoice statuses are updated at the frequency and time specified.