Adding jobs in the Billing Calendar

To create jobs, you must set up a corresponding task in the Batch Manager, and select the Use Calendar check box. When you select this check box, Condition fields are hidden, leaving only the scheduling fields under Frequency. Each time the task runs, it first checks the calendar for any jobs that are ready to be invoked, and then runs each job with the defined parameters.

  1. Select Billing > Setup > Billing > Billing Calendar.
  2. Click Action, select Add Jobs, and specify this information:
    Task Type
    Specify the task for which you are adding jobs.

    The Available Tasks only lists Billing and Meter Management tasks that take parameters. For example, the Finalize Move In task has no parameters, so there is no need to set up jobs for it. You can also set up jobs for a Formula task. See "Batch Processing" in the Infor Public Sector User and Administration Library for details on each task.

    Job Name
    Specify a job name.
    Order on Same Task
    If more than one job exists for the same task type on the same date, specify the order in which the job should be invoked.
    Description
    Specify the job description.
  3. Specify each date you want the job to run in the Schedule Dates grid.
    To add a date, click Add and specify the date you want the job to run in the Scheduled Date field. For most tasks, the grid only shows this one field, but these tasks have additional fields:
    • Bill Run Schedule has Bill Date, Due Date, Billing Period From, and Billing Period To fields.
    • Calculate Cycle and Route Average Consumptions has Period From and Period To fields.
    • Direct Debit Run has an Extract Through Date field.
  4. Under Conditions, specify the parameters for the job.
  5. Click Save.