Scheduling Jobs
In Salesforce, you'll find a tab called "GoMeddo Subscription Jobs" where you can schedule these jobs. This page explains what each job does.
Job_ApplyIndexation | This job runs the indexation on a monthly schedule. It adjusts applicable contracts and contract products based on the indexation rate. This means:
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Job_CalculateContractRevenues | This job calculates contract revenues for activated contracts. It also generates Contract Revenue records that can be used for reporting. |
Job_EmailErrorLog | Emails organisation admins about errors occurring within the organisation. |
Job_ContractManagement | This job handles time-dependent actions on contracts. It performs the following tasks:
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Job_EmailInvoice | This job emails invoices, but only after Job_InvoiceCreation and Job_InvoicePDFCreation have run. Emails are only sent when the Email_Status__c field on the invoice has a value of "Pending" or "Error". Additionally, the account's "Digital Invoicing" checkbox must be set to true. |
Job_EmailReminders | When this job is scheduled, all reminders will automatically be emailed to designated contacts in the system. |
Job_ExactQueue | The jobs will create exact administration queue items for syncing accounts, debtors, creditors, and ledger accounts, as well as retrieving open amounts. |
Job_GetOpenAmounts | This job updates invoices from Twinfield/Exact with their open amounts. |
Job_InvoiceCreation | This batch creates invoices for all Draft orders meeting two conditions: they are older than the cooldown period and not already on another invoice. |
Job_InvoicePDFCreation | This creates the actual PDF and should be run after the Job_InvoiceCreation job. |
Job_RecurringOrderApplication | This job handles the application of recurring orders, generating the orders in the process. |
Job_RecurringOrderManagement | This job takes care of time-dependent actions on recurring orders, this means:
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Job_ReminderCreation | When this job is scheduled, all reminders will automatically be created in the system. |
Job_SpreadTwinfieldRevenue | In Twinfield, you can spread revenue over time. In GoMeddo we use the order-line period. When this jon is scheduled, we create individual revenue items for the respective periods. |
Job_Synchronisation | This job initiates the handling of request queues for administration. |
Job_TwinfieldQueue | This job handles administration requests requiring synchronisation with Twinfield. |
Job_UnblockAccounts | On a reminder level, you can set an automatic number of days to consider when blocking an account or invoice. After the specified number of days, the account or invoice will automatically be unblocked. |