Creating Schedule Templates

Use this procedure to create a schedule template. A schedule template provides a predefined set of scheduling rules so that when you schedule a background action, you can simply select a template instead of specifying the scheduling rules on the Schedules form itself.

  1. In the Web UI or Infor Rich Client, select Async Administrator > Async Framework Components > Schedule Templates and Exclusions > > Schedule Templates.
  2. On the Schedule Template form, select Actions > Create.
  3. Specify this information:
    Schedule Template
    Specify a name for the schedule template
    Description
    Specify a description for the schedule template
  4. Specify the schedule rules for the template. The available fields provide numerous ways to define rules for specific dates (year, month, and day), for weeks (specifc days within the week, specific weeks with the month, and specific weeks within the year), for times (hour and minute), and the schedule time zone.
  5. Test the schedule template by specifying a time in the Time field and then tabbing out of the field.