Importing the schedule profile

This topic explains how to configure and run the batch process for creating, updating or deleting a schedule profile.
Note: This topic does not describe how to use Job Scheduler. Search Documentation Central, docs.infor.com, if you require specific information about Job Scheduler.
  1. Verify that the Auto-Assignment Schedule Profile Import Type exists. Select Maintenance > System Administration > Interfaces > Interface Types. Verify that interface type AUTO-ASSIGNMENT SCHEDULE PROFILE IMPORT is listed.
  2. Add the task. The example used for this step shows adding an Aggregate Task, which means the interface task and the import task, both of which are required, run consecutively. You could also run each task separately.
    1. Navigate to Maintenance > System Administration > Job Scheduler.
    2. Click Add Schedule.
    3. Provide a Task Description.
    4. From the Task Type list, select Aggregate Task.
    5. Click Submit and Ok.
    6. From the Task Schedules screen, locate the aggregate task you created and click the Parameters button for the task.
    7. On the next screen, use Ctrl-click to select both the Interface Task and the Import Task. Click the right-pointing arrow when both tasks are selected.
    8. Select Configure Selected Task.
  3. On the Aggregate Task Parameters - Configure Subtasks screen, configure the Import and Interface tasks.
    1. For the Import Task, click the Parameters button and provide data for these fields:
      Import Type
      From the list, select AUTO-ASSIGNMENT SCHEDULE PROFILE IMPORT.
      Use Default Transformer
      Enable the default by clicking in the field. A "Y" displays when the default transformer is selected.
      File Name
      Provide the full path to the CSV file, including the CSV file name and extension. This location must be able to accessed by Job Scheduler.
    2. Click Submit and Ok.
    3. For the Interface Task, click the Parameters button.
    4. For Import Type, select AUTO-ASSIGNMENT SCHEDULE PROFILE IMPORT from the list.
    5. Click Next and Ok.

      The aggregate job has been created and you can run it from Job Scheduler.

      If errors occurred when the job is run, the most likely cause is a mistake in the CSV file. Check the file and rerun the job when the error is corrected.

      Details about the job, including errors, can be found here: Maintenance > System Administration > Interfaces > Import Transactions