Recurring Task Management on Sage X3
One of the key purposes of an Enterprise Resource Planning (ERP) is to enhance the productivity by increasing the efficiency and effectiveness of business processes. Sage X3 comprises an enormous number of features which assists to achieve this successfully.
The feature which we are speaking here, is “Recurring Task Management”, it allows you to schedule repetitive tasks to be executed at specified time intervals. The term task could be any function or a combination of functions and processes in Sage X3 system. It’s not needed anymore, to keep in mind the important things to perform each day, you could simply request the system to take care of these activities.
From running accounting entries to performing credit management of customers everything could be scheduled automatically. This does not require any major customization rather a simple configuration that would make your life easier.
The tasks can be scheduled to run daily, weekly or monthly at a specific time based on the convenience of any business organization. And the ability to automate these functions allows seamless update of information and ensures the operations are timely and accurate for management to rely on reports.
The creation of Recurring Task for a specific code is as follows:
- A unique recurring task code together with the description could be given
- The system allows the user to select one task at a time for recurring task scheduling
- The frequency of occurrence is totally flexible based on periods, interval and frequency
The below characteristics could be defined to the task code selected in the Recurring Task management.
|
Field |
Description |
|
Time Out |
Maximum time in minutes for the execution of the task |
|
Allowable Delay |
Admissible delay for the start of requests |
|
Authorization Level |
The level will be compared with the access level of each user who attempts to launch this task. It will be refused if the user level is insufficient |
|
Priority |
Defines the priority of the task. A number between 0 and 49. |
|
Multi Folder |
Allows to access task from Multi Folder |
|
Single User |
Specifies whether the task can only be executed as a single user |
|
User Message |
The user that initiates the task will be warned of its correct completion or not |
When there is more than one task, then it could also be grouped into one group. Grouping of tasks is another enhanced more feature that x3 has provided. When two or more tasks are placed under one group, then tasks are executed one after the other sequentially. As we have highlighted, we are sure your business would be highly benefited from this feature.