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:

  • Applicable contract products will be adjusted based on a percentage of the index rate. This adjustment occurs when the month and year of the index rate match the month and year stated in the contract.

  • A correction order is made when a contract has already been invoiced.

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:

  • Activates contracts when the start date has passed and the contract is ready.

  • Terminates contracts when the termination date has passed.

  • Extends contracts when the notice date has passed.

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:

  • Recurring orders will be set to inactive if the end date is passed.

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.

 

 

 

 

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