A schedule of run steps can be defined. This sequence can be run as a batch immediately or processed at regular intervals in the background using the TransPost Service.
A run step will take specified files and apply the specified mapping to each file. The process is logged in exactly the same way as for an import run the the Process tab so you can view the log later on the Process tab.
To define a Run Schedule use the Run Schedule tab.
- To add a step, click on the Add Step button and then type a name or brief description for the step in the Step field. The step will appear in the schedule.
- To specify the file or files to be processed by the step enter the name of the file in the Process File field and the path in the folder field to the right of it. This can contain the usual wild-card characters. For example A*.csv will process any csv file that appears in the folder with a name starting with "A".
- Select the mapping to use on the file(s).
- If you want to move the file after the step has been processed, specify the full path of the folder to which you want to move it. If you are going to use the background Service it is generally a good idea to move files after the last step which applies to them. Then the service will not keep trying to reprocess the files.
- To edit an existing step, click on it in the schedule. Its fields will then be displayed in the Edit step area. You can then edit the fields as above.
- To delete a step, select it by clicking on it in the schedule and then click on the Delete Step button.
- To resequence steps, renumber a step to resequence. The steps will be sorted and remaining steps renumbered to fit. For example, if you have steps 1 to 5 and you want the 4th step to be processed before the second step, select the 4th stem and change its sequence number to 2. This step will then be moved into second place and the original steps 2 and 3 will be renumbere 3 and 4 respectively.
- To save the schedule, click on the Save Run Schedule button.
Once you have defined a sequence of steps you should test them carefully. Using data files with relatively small amounts of data son that you can easily correct if it does not do what you want.
Now you can click on the Run All Now button. The Process tab will be activated so that you can see the log as it appears. For each step in the Run Schedule, every file matching the file specification will be processed in turn.
If you are running a newly defined sequence of mappings open MYOB itself and check that the specified transactions have been entered correctly.
Once you are satisfied that the Run Schedule works correctly then you can set up the service to apply it automatically.
When you have newly defined or modified your Run Schedule, we strongly recommend that for a few cycles of data you back up your MYOB company file, run your run schedule manually using the Run All Now button and then check the resulting data in MYOB thoroughly.
Do not start the Windows Service until you are sure the Run Schedule does what you intended.
See TransPost Service for help with starting the service.