Automatic Order Importing using Windows Task Scheduler

Overview

• This topic outlines the steps to create a Windows system task to periodically run the Auto Order Import function of the current version of SEOM.
• Use a workstation not generally used for Stone Edge activities.
• The Auto Importer will need a seat license to operate. If you exceed the number of licenses you have, this will cause the auto imported to stop working and will also need to be reset to resume operation (parameter ImportWorkstation).

Procedure

1. Windows Search Bar -> Task Scheduler
   
2. Click “Create Task” from the list on the right side.
   
3. A pop-up “Create Task” appears
4. On “General” tab, fill required fields
   • Name -> Of the task (The example below uses Stone Edge Auto Import)
   • Description -> For personal use to remember what task does
   • User/Group -> Run task using specific user/group (Optional; The example below uses INTERNAL\user)
     1. Choose “Run whether user is logged on or not” option
   • Configure for -> Choose OS that the task will be running on
     
5. Select the “Triggers” tab from the top menu bar
6. Click “New” on the bottom right-hand corner
7. A pop-up called “New Trigger” appears
8. Give trigger parameters
   • Begin the task -> On a schedule (should be the default)
   • Settings
     • How often do you want the task to run -> Daily (most likely option if you’re going to import orders regularly)
     • Start -> When you want the task to start working (Date and Time)
     • Recur every _ Day -> 1 (If you’re going to use this task daily)
   • Advanced Settings
     • Repeat the task every -> 30 Minutes (for this example, you can choose any time)
     • For the duration of -> indefinitely (task can be manually stopped if not wanted in the future)
     • Enabled -> Checkbox
9. Click “OK” to save.
   
10.  The trigger will now be in the list on the triggers page!
    
11. Click the “Actions” tab from the top menu bar
12. Click “New” on the bottom right-hand corner
    
13. “New Action” pop-up appears
14. Fill the following
    • Action -> Start a program (will be the default)
    • Program/script -> “C:\Program Files (x86)\Microsoft Office\root\Office16\MSACCESS.EXE”
    • Add Arguments -> C:\StoneEdge\SEOrdMan.mdb /nostartup /x autoimport
    • Start in -> leave blank

NOTES: Program path may be different depending on version of Microsoft Access. File path in argument may be different depending on where Stone Edge was installed.

15. Click “OK” to save when done
16. The action will now be in the list on the actions page
17. Click “OK” to save the Task
18. On the “Task Scheduler,” click “Refresh” at the bottom of the middle column.
19. Scroll the middle column to the “Active Tasks,” and you should be able to see your task.
    

Parameters

• AutoOrderImportLog -> sets filepath of log file
  • Default = c:\StoneEdge\AutoImport
  • Required
• AutoOrderImportLogArchive -> sets filepath of archived log file
  • Default = c:\StoneEdge\AutoImport\Archive
• AutoOrderImportOrderDocs -> sets filepath of order doc files
  • Default = c:\StoneEdge\AutoImport\OrderDocuments
• AutoOrderImportReportEmail -> email address for any errors occuring during import
  • Required
• DropShipAutoOrder -> True auto creates dropship purchase orders
  • Default = False
• UseCustomerMatching = FALSE
• VerifyAddressesAtImport = FALSE

Notes

• SQL servers must use Windows Auth
• If security is enabled, create a UserID for the sole purpose of running the auto order import process and add it to both the Auto Order Import and Admin security groups.
• Set the default printer of the workstation running the program in unattended mode to a real, physical printer