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.
A list of common jobs will be presented below:
| 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 |
| 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 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 |
| 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 --> PO 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 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 |
| 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) | (Ex Email NAS) Send reminders for approved quote/orders to the creator of the quote/orders. No Job needs to be setup in Job Queue Entry. 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 |
| 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 |
| 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 |
| Verify and post documents | 12013671 | Ex Verify & Post Job Queue If ''Verify with Job Queue is enabled in ExFlow Setup, then a job will be be scheduled to run in the background to verify approved documents. If the setting ''Verify & Post with Job Queue '' 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 --> Verify with Job Queue/Verify & Post with Job Queue | No |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Import ExFlow Sales Order | 12013681 | ExSOImportManagement This job handles import of Sales Documents from ExFlow Data Capture | No |
| 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 |