Merge pull request #1211 from AndreiPanko/patch-17

Update admin-job-queues-schedule-tasks.md

Author: edupont04

business-central/admin-job-queues-schedule-tasks.md

@@ -14,60 +14,83 @@ ms.author: edupont
 
 ---
 # Use Job Queues to Schedule Tasks
-Job queues in [!INCLUDE[d365fin](includes/d365fin_md.md)] enables users to schedule and run specific reports and codeunits. You can set jobs to run one time, or on a recurring basis. For example, you might want to run the **Salesperson - Sales Statistics** report weekly, to track sales by salesperson each week, or you might want to run the **Process Service E-mail Queue** codeunit daily, to make sure pending email messages to customers regarding their service orders are sent out in a timely manner.
+Job queues in [!INCLUDE[d365fin](includes/d365fin_md.md)] enables users to schedule and run specific reports and codeunits. You can set jobs to run one time, or on a recurring basis. For example, you might want to run the **Salesperson - Sales Statistics** report weekly, to track sales by salesperson each week, or you might want to run the **Delegate Approval Requests** codeunit daily, to prevent documents from piling up or otherwise block the workflow.
 
 The **Job Queue Entries** page lists all existing jobs. If you add a new job queue entry that you want to schedule, you must specify information about the type of object you want to run, such as a report or codeunit, and the name and object ID of the object that you want to run. You can also add parameters to specify the behavior of the job queue entry. For example, you can add a parameter to only send posted sales orders. You must have permission to run the particular report or codeunit, or an error will be returned when the job queue is run.  
 
 A job queue can have many entries, which are the jobs that the queue manages and runs. Information in the entry specifies what codeunit or report is run, when and how often the entry is run, in what category the job runs, and how it runs.  
 
 ## To set up background posting with job queues
-Job queues are an effective tool to schedule the running of business processes in the background, such as when multiple users are trying to post sales orders, but only one order can be processed at a time. Alternatively, you may want to schedule postings for hours when it is convenient for your organization. For example, it may make sense in your business to run certain routines when most of the data entry for the day has concluded.
+Job queues are an effective tool to schedule the running of business processes in the background, such as when multiple users are trying to post sales orders, but only one order can be processed at a time. 
 
-You can achieve this by setting the job queue up to run various batch-posting reports, such as the **Batch Post Sales Orders**, **Batch Post Sales Invoices**, **Batch Post Sales Return Orders**, and **Batch Post Sales Credit Memos** reports. For more information, see [To create a job queue entry for background sales order posting](admin-job-queues-schedule-tasks.md#to-create-a-job-queue-entry-for-batch-posting-of-sales-orders).  
+The following procedure explains how to set up background posting of sales orders. The steps are similar for purchasing.  
 
-[!INCLUDE[d365fin](includes/d365fin_md.md)] supports background posting for all sales, purchasing, and service documents.
+1. Choose the ![Lightbulb that opens the Tell Me feature](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Sales & Receivables Setup**, and then choose the related link.
+2. On the **Sales & Receivables Setup** page, choose the **Post with Job Queue** check box.
+3. Choose the **Job Queue Category Code** field, and then select the **SalesPost** category.
 
 > [!NOTE]
 > Some jobs change the same data and should not run at the same time because that can cause conflicts. For example, background jobs for sales documents will try to modify the same data at the same time. Job queue categories help prevent these kinds of conflicts by ensuring that when one job is running, another job that belongs to the same job queue category will not run until it finishes. For example, a job that belongs to a Sales job queue category will wait until all other sales related jobs are done. You specify a job queue category on the **Background Posting** FastTab on the **Sales & Receivables Setup** page. 
 > 
 > [!INCLUDE[d365fin](includes/d365fin_md.md)] provides job queue categories for sales, purchase, and general ledger posting. We recommend that one of these, or one that you create, is always specified. If you experience failures due to conflicts, consider setting up a category for all sales, purchase, and general ledger background posting.
 
-The following procedure explains how to set up background posting of sales orders. The steps are similar for purchasing and service.  
-
-1. Choose the ![Lightbulb that opens the Tell Me feature](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Sales & Receivables Setup**, and then choose the related link.
-2. On the **Sales & Receivables Setup** page, choose the **Post with Job Queue** check box.
-3. To filter to job queue entries for sales order posting, choose the **Job Queue Category Code** field, and then select the **SalesPost** category.
-
-    A job queue object, codeunit 88 **Sales Post via Job Queue**, is created. Proceed to enable it on the **Job Queue Entries** page.
-4. Choose the ![Lightbulb that opens the Tell Me feature](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Job Queue Entries**, and then choose the related link.
-5. On the **Job Queue Entries** page, choose the **New** action.
-6. In the **Object Type to Run** field, select **Codeunit**.  
-7. In the **Object ID to Run** field, select **88**. The Description and Object Caption to Run fields will show Sales Post via Job Queue.
-
-    No other fields are relevant for this scenario.
-8. Choose the **Set Status to Ready** action.
-9. To verify that the job queue is working as expected, post a sales order. For more information, see [Sell Products](sales-how-sell-products.md).
-10. Review on the **Job Queue Log Entries** page if the sales order was posted successfully. For more information, see [To view status or errors in the job queue](admin-job-queues-schedule-tasks.md#to-view-status-or-errors-in-the-job-queue).
-
 If you also want sales documents to be printed when they are posted, select the **Post & Print with Job Queue** check box on the **Sales & Receivables Setup** page.  
 
 > [!IMPORTANT]  
 > If you set up a job that will post and print documents, and the printer displays a dialog box, such as a request for credentials or a warning about low printer ink, your document is posted but not printed. The corresponding job queue entry eventually times out and the **Status** field is set to **Error**. Accordingly, we recommend that you do not use a printer setup that requires interaction with the display of printer dialog boxes in conjunction with background posting.
 
+When you will post sales document next time system will automatically create a job queue entry for each document and will execute them in background one by one.
+
+4. To verify that the job queue is working as expected, post a sales order. For more information, see [Sell Products](sales-how-sell-products.md).
+
+5. Review on the **Job Queue Log Entries** page if the sales order was posted successfully. For more information, see [To view status or errors in the job queue](admin-job-queues-schedule-tasks.md#to-view-status-or-errors-in-the-job-queue).
+
 ## To create a job queue entry for batch posting of sales orders
-The following procedure shows how to set the **Batch Post Sales Orders** report up to automatically post released sales orders at 4 PM on week days.  
+Alternatively, you may want to postpone postings for hours when it is convenient for your organization. For example, it may make sense in your business to run certain routines when most of the data entry for the day has concluded.
+You can achieve this by setting the job queue up to run various batch-posting reports, such as the **Batch Post Sales Orders**, **Batch Post Sales Invoices**, and similar reports. [!INCLUDE[d365fin](includes/d365fin_md.md)] supports background posting for all sales, purchasing, and service documents.
+
+The following procedure shows how to set the **Batch Post Sales Orders** report up to automatically post sales orders at 4 PM on week days.  
 
 1. Choose the ![Lightbulb that opens the Tell Me feature](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Job Queue Entries**, and then choose the related link.  
 2. Choose the **New** action.  
 3. In the **Object Type to Run** field, select **Report**.  
 4. In the **Object ID to Run** field, select 296, **Batch Post Sales Orders**.
+
+   You can also use following reports: 
+  
+   900 **Batch Post Assembly Orders**, 
+  
+   497 **Batch Post Purchase Invoices**,
+
+   496 **Batch Post Purchase Orders**,
+   
+   498 **Batch Post Purch. Credit Memos**,
+   
+   6665 **Batch Post Purch. Ret. Orders**,
+   
+   298 **Batch Post Sales Credit Memos**,
+   
+   297 **Batch Post Sales Invoices**,
+   
+   296 **Batch Post Sales Orders**,
+   
+   6655 **Batch Post Sales Return Orders**,
+   
+   6005 **Batch Post Service Cr. Memos**,
+   
+   6004 **Batch Post Service Invoices**,
+   
+   6001 **Batch Post Service Orders**
+
 5. Select the **Report Request Page** check box.
 6. In the **Batch Post Sales Orders** request page, define what is included during automatic posting of sales orders, and then choose the **OK** button.
+> [!IMPORTANT] 
+> Remember to setup strict filters otherwise system will post all documents, even if they are not ready. Consider to filter at least by the **Status** field where value is *Released* and the **Posting Date** where value is *..today*. For more information, see [Sorting, Searching, and Filtering](ui-enter-criteria-filters.md).
 7. Select all check boxes from **Run on Mondays** through **Run on Fridays**.
 8. In the **Starting Time** field, enter 4 PM.
 9. Choose the **Set Status to Ready** action.
 
-Sales orders that are ready to post will now be posted every week day at 4 PM.
+Sales orders that are within defined filters will now be posted every week day at 4 PM.
 
 > [!NOTE]
 > If the job queue cannot post the sales order, the status is changed to **Error** and the sales order is added to the list of sales orders that the user must handle manually. For more information, see [To view status or errors in the job queue](admin-job-queues-schedule-tasks.md#to-view-status-or-errors-in-the-job-queue).
@@ -90,11 +113,11 @@ Data that is generated when a job queue is run is stored in the database, so tha
 2. On the **Job Queue Entries** page, select a job queue entry, and then choose the **Log Entries** action.  
 
 ### To view status from a sales or purchase document
-1. From the document that you have tried to post with the job queue, choose the **Job Queue Status** field, which will contain **Error**.
+1. From the document that you have tried to post with background posting, choose the **Job Queue Status** field, which will contain **Error**.
 2. Review the error message and fix the problem.
 
 ## The My Job Queue Part
-The **My Job Queue** part on your Role Center shows the job queues entries that you have started, but which are not yet finished. By default, the part is not visible, so you have to add it to your Role Center. For more information, see [Change Basic Settings](ui-change-basic-settings.md).  
+The **My Job Queue** part on your Role Center shows the job queues entries that you have started, but which are not yet finished. By default, the part is not visible, so you have to add it to your Role Center. For more information, see [Personalize Your Workspace](ui-personalization-user.md).  
 
 The part shows which documents with your ID in the **Assigned User ID** field are being processed or are queued, including those related to background posting. The part can tell you at a glance whether there has been an error in the posting of a document or if there are errors in a job queue entry. The part also lets you cancel a document posting if it is not running.
 
@@ -114,7 +137,7 @@ When a job queue is activated manually, it is run with the credentials of the us
 The job queue entry record has many fields whose purpose is to carry parameters into a codeunit that you have specified to be run with a job queue. This also means that codeunits that are to be run via the job queue must be specified with the Job Queue Entry record as a parameter in the **OnRun** trigger. This helps provide an extra level of security, as this prevents users from running random codeunits via the job queue. If the user must pass parameters to a report, the only way to do this is by wrapping the report execution into a codeunit, which then parses the input parameters and enters them into the report before executing it.  
 
 ## Scheduling Synchronization Between [!INCLUDE[d365fin](includes/d365fin_md.md)] and [!INCLUDE[d365fin](includes/cds_long_md.md)]
-If you have integrated [!INCLUDE[d365fin](includes/d365fin_md.md)] with [!INCLUDE[d365fin](includes/cds_long_md.md)], you can use the the job queue to schedule when you want to synchronize data for the records that you have coupled in the two business apps. Depending on direction and rules that you have defined for the integration, the synchronization jobs can also create new records in the destination app to match those in the source. For example, if a salesperson creates a new contact in [!INCLUDE[crm_md](includes/crm_md.md)], the synchronization job can create that contact for the coupled salesperson in [!INCLUDE[d365fin](includes/d365fin_md.md)]. For more informtaion, see [Scheduling a Synchronization between Business Central and Dynamics 365 Sales](admin-scheduled-synchronization-using-the-synchronization-job-queue-entries.md).
+If you have integrated [!INCLUDE[d365fin](includes/d365fin_md.md)] with [!INCLUDE[d365fin](includes/cds_long_md.md)], you can use the job queue to schedule when you want to synchronize data for the records that you have coupled in the two business apps. Depending on direction and rules that you have defined for the integration, the synchronization jobs can also create new records in the destination app to match those in the source. For example, if a salesperson creates a new contact in [!INCLUDE[crm_md](includes/crm_md.md)], the synchronization job can create that contact for the coupled salesperson in [!INCLUDE[d365fin](includes/d365fin_md.md)]. For more informataion, see [Scheduling a Synchronization between Business Central and Dynamics 365 Sales](admin-scheduled-synchronization-using-the-synchronization-job-queue-entries.md).
 
 ## See Also  
 [Administration](admin-setup-and-administration.md)