Schedule ExFlow tasks in Job Queue Entries

Configure Job Queues in Business Central to fully utilize the capabilities of ExFlow.

Read more about Job queues and how to Use job queues to schedule tasks on the Microsoft Documentation page.

Additionally, it is encouraged to explore ExFlow Email Setup and Email Reminders for further information.

It is optional to assign the Job Queue Category Code EXFLOW on the Job Entry Card.

The common ExFlow jobs are grouped by function below. Click on a process to read more about the function it belongs to.

Function	Job Queues
Subscription	ExFlow Subscription
Email Reminders	Inbox, comment notification, unreceived order, rejected, on hold and approved order/quote reminders
Contracts	Contract reminders and self-billing invoices
OMNI Approval	OMNI reminders
Import and OCR	Import of documents and master data synchronization
Sales Order	Import of ExFlow Sales Orders
Approval Status and Posting	Verify and post approved documents
Escalation	Escalation of overdue documents
Re-Invoicing	Sales invoices from Re-Invoicing documents
Budget Control	Update of ExFlow G/L Budget Totals
Storage Management	External blob storage of incoming documents
Auto Coding Suggestion	Update of Coding Set IDs and Auto Coding Suggestion Setup

Subscription

Read more under section License.

Process	Codeunit	Description	Only in Default Company
Subscription	12069666	ExLPSubscriptionNAS This job queue is needed for the ExFlow Subscription, do not delete this job.	Yes

Email Reminders

All email reminders use Codeunit 12057077 (Ex Email NAS) with a Parameter String per reminder type. Read more under sections Email Reminders and ExFlow Email Setup.

Process	Codeunit	Description	Only in Default Company
Send Inbox Reminders	12057077	Ex Email NAS This job queue will send inbox reminders to current ExFlow Users who have purchase documents to approve. Use this Parameter String in the Job Queue Entry Card: INBOX REMINDER	Yes
Send Comment Notification Reminders	12057077	Ex Email NAS This job queue will send Comment Notification to the mentioned/tagged ExFlow User. Use this Parameter String in the Job Queue Entry Card: COMMENT NOTIFICATION	Yes
Send Unreceived Order Reminders	12057077	Ex Email NAS This job queue will send Unreceived Order reminder when when receipt is missing on order related invoice Use this Parameter String in the Job Queue Entry Card: UNRECEIVED ORDER	Yes
Send reminders for approved unreceived orders	12057077	Ex Email NAS This job queue will send reminders for approved unreceived orders. If matching invoices to Order then Receipt, the invoice can be matched to order, sent for- and approved without order receipt. But the invoice cannot be posted. In this case an email reminder for missing receipts will be sent. Use this Parameter String in the Job Queue Entry Card: UNRECEIVEDORDERAPPROVED The setting ''Send Unreceived Order Reminder on Approval'' must also be enabled in ExFlow Setup --> Order Matching --> Send Unreceived Order Reminder on Approval	Yes
Send reminders for rejected orders	12057077	Ex Email NAS This job queue will send reminders for rejected orders. Use this Parameter String in the Job Queue Entry Card: REJECTED ORDER	Yes
Send reminders for rejected quotes	12057077	Ex Email NAS This job queue will send reminders for rejected quotes Use this Parameter String in the Job Queue Entry Card: REJECTED QUOTE	Yes
Send reminders for rejected purchase invoices and credit memos	12057077	Ex Email NAS This job queue will send reminders for rejected purchase invoices and credit memos Use this Parameter String in the Job Queue Entry Card: REJECTED INVOICE	Yes
Send reminders for on hold documents	12057077	Ex Email NAS This job queue will send reminders for on hold documents Use this Parameter String in the Job Queue Entry Card: ON HOLD REMINDER	Yes
Send reminders for the approved quote/order to the creator of these documents	12057077 (No Job needs to be setup in Job Queue Entry)	Ex Email NAS Send reminders for approved quote/orders to the creator of the quote/orders. PQ/PO Creator Email needs to be entered under in ExFlow Email Setup --> General The setting ''Send Email For Approved Order/Quote'' must be enabled in ExFlow Setup --> Order and Quote Approval --> Send Email For Approved Order/Quote	Yes

Contracts

Read more under section Contracts.

Process	Codeunit	Description	Only in Default Company
Send Contract Invoice Reminders	12057077	Ex Email NAS This job queue will send Contract Invoice Reminders send reminders if a contract is missing expected invoices. Use this Parameter String in the Job Queue Entry Card: CONTRACT INVOICE REMINDER	Yes
Send Contract Reminders	12057077	Ex Email NAS This job queue will send reminders informing about contract expiration. Use this Parameter String in the Job Queue Entry Card: Contract Reminder	Yes
Create self-billing documents via ExFlow Contracts	12026814	Ex Self-billings Docs NAS Creates self-billing invoices if the ''Self-Billing Recurring Job Que Entry Active'' is enabled in ExFlow Contract Setup and the ''Self-Billing Invoice'' is activated on the ExFlow Contract.	No

OMNI Approval

Read more under section OMNI Approval.

Process	Codeunit	Description	Only in Default Company
Send OMNI Reminders for OMNI documents	12057077	Ex Email NAS This job queue will send OMNI Reminders to system users that have OMNI approval rules and/or contracts to approve in OMNI Approval Status Use this Parameter String in the Job Queue Entry Card: OMNI REMINDER	Yes

Import and OCR

Read more under sections OCR Overview and ExFlow Import Journals.

Process	Codeunit	Description	Only in Default Company
Automatically import documents to Import Journal	12013663	Ex Create Import NAS This job will imports documents to the Import Journals. This Codeunit 12013663 creates Codeunit 12057075 (Ex Import Docs. NAS)	No
Import documents from File Storage	12057156	Ex File Import Mgt This job imports document from sources such as a Local File System and Azure Storage. (Please note: using Web Services for import is initiated externally and not by ExFlow or any Job Queue Entries.) Configuration is needed in ExFlow File Import Setup and a dedicated Import Journal must be set with correct Source Type and Import File Code in the ExFlow Import Journals list.	Yes
EDC Master Data Sync	12013659	ExKFMasterDataSyncJob This job handles the automated master data synchronization if ExFlow Data Capture Setup is used.	No
OCR Master Data Sync	12013611	Ex OCR - Sync Master NAS This job handles the automated master data synchronization if OCR Service Setup is used. This Codeunit (12013611) creates Codeunit 12057093 (Ex OCR - Sync Master NAS). If needed, activate the setting ''Disable Standard Sync Master Data Job'' under ''ExFlow Setup --> OCR Import'' to prevent the BC standard 882 job (OCR - Sync Master Data) from being created automatically.	No

Sales Order

Read more under section Sales Import.

Process	Codeunit	Description	Only in Default Company
Import ExFlow Sales Order	12013681	ExSOImportManagement This job handles import of Sales Documents from ExFlow Data Capture	No

Approval Status and Posting

Read more under section Approval Status --> Background Processing.

Process	Codeunit	Description	Only in Default Company
Verify and post documents	12013671	Ex Verify & Post Job Queue If ''Schedule Verify Changes'' is enabled in ExFlow Setup, then a job will be be scheduled to run in the background to verify approved documents. If the setting ''Schedule Verify Changes & Post'' is also activated, then the job will post documents with status Ready for Posting, after verification. These settings can be found in: ExFlow Setup --> Background Processing --> Schedule Verify Changes/Schedule Verify Changes & Post	No

Escalation

Read more under section Periodic Activities --> Escalation Job.

Process	Codeunit	Description	Only in Default Company
Run Escalation Job	12057074	Ex Escalation NAS This job handles ExFlow Escalation. Also possible to schedule a report (12013629) for the escalation job under Periodic Activities --> ExFlow Escalation Job Setup for Escalation need to be added in ExFlow Setup --> Escalation	No

Re-Invoicing

Read more under section Re-Invoicing.

Process	Codeunit	Description	Only in Default Company
Create Sales Invoices created via Re-Invoicing Documents	12068782	Ex ReInv Create Sales Invoice Automatically creates sales documents from Re-Invoicing documents. Background Processing must be enabled in ExFlow Re-invoicing Setup	No

Budget Control

Read more under section G/L Budget Control.

Process	Codeunit	Description	Only in Default Company
Update ExFlow G/L Budget Totals from General Ledger Entries	12026818	ExFlow Budget Control Recurring Job Update ExFlow G/L Budget Totals from General Ledger Entries can be done when posting from Approval Status or by setting up this job queue. The totals are used to summarize all G/L Entries per Year, Month and Global Dimension Combination.	No

Storage Management

Read more under sections Generic Blob Storage and OAuth 2.0 Applications and Storage Setup.

Process	Codeunit	Description	Only in Default Company
Storage Management for Incoming Documents	12026820	Ex Storage Mgmt. NAS External blob storage of incoming documents (Azure Container or SharePoint in ExFlow Storage Setup). This can be setup under ExFlow Setup--> Actions--> Functions--> Blob Storage Mgmt.	Yes

Auto Coding Suggestion

Read more under section Auto Coding Suggestion Setup.

Process	Codeunit	Description	Only in Default Company
Coding Suggestion	Report 12013594	Update Coding Set ID on Documents - Project This report will update the grouping of Coding Set ID on the ExFlow Auto Coding Suggestion Lines. Then Report 12013593 (ExFlow Coding Suggestion Setup - Update – Project) can be used to update ''ExFlow Auto Coding Suggestion Setup''. Recommended to use both reports once per day, after office time.	No