{"id":54,"date":"2011-12-07T12:44:39","date_gmt":"2011-12-07T12:44:39","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=54"},"modified":"2023-01-09T05:49:14","modified_gmt":"2023-01-09T05:49:14","slug":"executing-and-scheduling-recurring-task-in-sage-erp-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2011\/12\/07\/executing-and-scheduling-recurring-task-in-sage-erp-x3\/","title":{"rendered":"Executing and Scheduling Recurring Task in Sage X3"},"content":{"rendered":"\n<p>In our previous blog, we discussed the <a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2011\/12\/how-to-create-task-in-sage-erp-x3\/\">Task Creation Method<\/a>. Now let&#8217;s proceed further to learn about the execution of the process. Once the task has been created in Sage X3, it can be executed through Request Submission or by Task Management itself.<\/p>\n\n\n\n<p>Now let&#8217;s learn about it one by one.<\/p>\n\n\n\n<p>Path: <strong>Usage&gt;Batch Server&gt;Request Submission<\/strong>&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Query-submission-1024x472.png\" alt=\"\" class=\"wp-image-26003\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Query-submission-1024x472.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Query-submission-300x138.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Query-submission-768x354.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Query-submission-660x304.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Query-submission.png 1094w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption><strong>Query submission<\/strong><\/figcaption><\/figure><\/div>\n\n\n\n<p><span style=\"text-decoration: underline;\">For Request Submission:<\/span><br><br>Here <strong>Folder<\/strong>, <strong>User<\/strong> and <strong>Password<\/strong> fields have to be entered by a user. If the user has created a group of tasks to be executed, the user can enter the group name (e.g. TESTGROUP) in the field for Group Text.<\/p>\n\n\n\n<p>Date and time define the triggering day and time of the task required for the request. Thus, on validating the Request Submission, the task starts executing.<\/p>\n\n\n\n<p>Path: <strong>Usage&gt;Batch Server&gt;Request Management<\/strong><\/p>\n\n\n\n<p><span style=\"text-decoration: underline;\">For Request Management:<\/span><\/p>\n\n\n\n<p>Just by clicking on the Request button, the same screen appears as above.&nbsp;&nbsp;Once the task starts executing it can be monitored by Task Management<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"1024\" height=\"189\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Query-submission1-1024x189.png\" alt=\"\" class=\"wp-image-26004\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Query-submission1-1024x189.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Query-submission1-300x55.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Query-submission1-768x142.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Query-submission1-660x122.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Query-submission1.png 1299w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption><strong>Query submission<\/strong><\/figcaption><\/figure><\/div>\n\n\n\n<p><strong>Path: Usage&gt;Batch Server&gt;Task Management.<\/strong><br>Basically, Task Management gives details about the task being executed like Task Status, Task type, Process, Process Number etc.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"1024\" height=\"115\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Log-file-1024x115.png\" alt=\"\" class=\"wp-image-26005\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Log-file-1024x115.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Log-file-300x34.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Log-file-768x86.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Log-file-660x74.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Log-file.png 1263w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption><strong>Log file<\/strong><\/figcaption><\/figure><\/div>\n\n\n\n<p>If there is an error while executing the task, we can view it just by clicking on log button present at the bottom of the screen<br><span style=\"text-decoration: underline;\">Server Activation And Deactivation:<\/span><\/p>\n\n\n\n<p>The batch server process is responsible for the launch and closing of a task and controlling of the number of tasks simultaneously active by limiting their number.<\/p>\n\n\n\n<p>So whenever, Batch Server is active all task are executed as batch server allows the running of tasks (including printing) and task groups in deferred mode. These tasks can be launched directly or as recurring activities. Whenever Batch Server is deactivated, tasks are not executed.<\/p>\n\n\n\n<p>If a user wants to schedule a task to be executed weekly or monthly, user can schedule his task as shown below:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1005\" height=\"967\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Recurring-tasks.png\" alt=\"\" class=\"wp-image-26006\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Recurring-tasks.png 1005w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Recurring-tasks-300x289.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Recurring-tasks-768x739.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2023\/01\/Recurring-tasks-660x635.png 660w\" sizes=\"(max-width: 1005px) 100vw, 1005px\" \/><figcaption><strong>Recurring tasks<\/strong><\/figcaption><\/figure><\/div>\n\n\n\n<p><strong>Path: Usage>Batch Server>Recurring Task Management<\/strong><\/p>\n\n\n\n<p><br>These easy steps in this blog post show us how to execute and schedule recurring tasks.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>About Us<\/strong><\/h2>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p id=\"block-28013e99-0882-44c6-b705-7b16c85053b2\">Greytrix&nbsp;has some unique integration solutions developed for&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-crm\/\">Sage CRM<\/a>&nbsp;with Sage ERPs&nbsp;namely&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/\">Sage X3<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-intacct\/\">Sage Intacct<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-100-erp\/\">Sage 100<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-500-erp\/\">Sage 500<\/a>,&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-300-erp\/\">Sage 300<\/a>. We also offer best-in-class&nbsp;Sage ERP&nbsp;and&nbsp;Sage CRM&nbsp;customization and development services&nbsp;to&nbsp;Business&nbsp;Partners,&nbsp;End&nbsp;Users, and Sage PSG worldwide. Greytrix&nbsp;helps in&nbsp;the migration of Sage CRM from&nbsp;Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes&nbsp;addons like&nbsp;&nbsp;Greytrix Business Manager,&nbsp;Sage CRM Project Manager,&nbsp;Sage CRM Resource Planner,&nbsp;Sage CRM Contract Manager,&nbsp;Sage CRM Event Manager,&nbsp;Sage CRM Budget Planner,&nbsp;Gmail Integration,&nbsp;Sage CRM Mobile Service Signature,&nbsp;Sage CRM CTI Framework.<\/p>\n\n\n\n<p id=\"block-4bc42a09-fb13-4598-8137-ce5f7b91ce28\">Greytrix is a recognized&nbsp;Sage Champion Partner&nbsp;for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on&nbsp;<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Marketplace<\/a>&nbsp;and Sage CRM \u2013 Sage Intacct integration listed on&nbsp;<a href=\"https:\/\/marketplace.intacct.com\/MPListing?lid=a2D0H000007kiHyUAI\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Intacct Marketplace<\/a>. The&nbsp;<a href=\"https:\/\/www.greytrix.com\/gumu\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Cloud framework<\/a>&nbsp;by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n<p id=\"block-76376301-1c3e-4250-8a09-727595a606f0\">For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In our previous blog, we discussed the Task Creation Method. Now let&#8217;s proceed further to learn about the execution of the process. Once the task has been created in Sage X3, it can be executed through Request Submission or by Task Management itself. Now let&#8217;s learn about it one by one. Path: Usage&gt;Batch Server&gt;Request Submission&nbsp;\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2011\/12\/07\/executing-and-scheduling-recurring-task-in-sage-erp-x3\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,11],"tags":[2470,1629,1632,2018,2237],"class_list":["post-54","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-tips","tag-executing-task-in-sage-x3","tag-recurring","tag-recurring-task","tag-schedule","tag-task-management"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/54","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=54"}],"version-history":[{"count":6,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/54\/revisions"}],"predecessor-version":[{"id":26007,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/54\/revisions\/26007"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=54"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=54"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=54"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}