Scheduling Allocation Jobs in the Administration Module

In the Utilities accordion menu, select Jobs. Then do one of the following:

Follow these steps to configure the basic settings for the Job:

  1. Enter a text description in the Desc. Field. If you only use one allocation job, you can leave the default of “* Process – Allocation”. If you use multiple allocation Jobs to manage different types of Orders, then we recommend that you enter a description that clearly identifies this Job.
  2. Specify the behavior of the Job when it fails to complete by selecting Suspend Schedule or Continue Schedule from the On Error drop-down list. Suspend Schedule prevents the Job from running again without user input. Continue Schedule causes the Job to run again at its next scheduled time. The default selection is Suspend Schedule.
  3. Specify a user as the Job owner from the Owner drop-down list. If the Notify Upon Completion box is checked, this user is notified via email each time the Job completes or fails. By default, this box is checked and the current user is the Job owner.
  4. Define one or more run schedules for the Job as follows:
    1. Click Add Schedule.
    2. Select One Time for a single execution of the Job or Recurring to set up a recurring execution. The default is One Time.
      • One Time: Select a date using the calendar widget and enter a time in the At Time: field. By default, the current date and time are selected.
      • Recurring: Click Change to open the recurrence form and follow these steps:
        1. Set the schedule of dates by selecting one of the following options in the Occurs section. (The default selection is Monthly.)
          • To run the Job every x days, select Daily and enter a number in the Every ___ day(s) field. The default value is 1. (For example, to run the Job every 3 days, select Daily and enter 3 in the field.)
          • To run the Job on certain days of the week, select Weekly and check the boxes for the days on which you want the Job to run. To run the Job on the selected days every x weeks, enter a number in the Every ___ week(s) on field. The default value is 1. (For example, to run the Job on Tuesday and Thursday of every other week, check the Tue and Thur boxes and enter 2 in the field.)
          • To run the Job on a certain day of the month, select Monthly. Then select one of the following options:
            • To run the Job on a certain date of the month, select Day ___ of every ___ month(s), and then enter the desired date in the first field. To run the Job on the selected date every x months, enter a number in the second field. The default value for both fields is 1. (For example, to run the Job on the first day of every fourth month, enter 1 in the first field and 4 in the second field.)
            • To run the Job on a certain day of the month, select The ___ ___ of every ___ month(s) and select the desired day from the drop-down lists. To run the Job on the selected day every x months, enter a number in the text field. The default values are 1st Monday and 1. (For example, to run the Job on the last weekday of every other month, select Last and Weekday from the drop-down lists, and enter 2 in the text field.)
        2. Set the number of times that the Job runs on the selected days by selecting one of the following options in the Frequency section:
          • To set the Job to run only once on the selected days, select Occurs once at ___ and enter the desired run time in the text field.
          • To set the Job to run multiple times on the selected days, select Occurs every ___ ___, enter a number in the first box, and select Minute(s) or Hour(s) from the drop-down list. You can enter times in the Starting at: and Ending at: fields to define a time period over which the Job recurs. The default values are every 1 Hour Starting at 12:00 AM Ending at 11:59 PM. (For example, to run the Job every 30 minutes from 9 AM until 4:30 PM, enter 30 in the first field, select Minute(s) from the drop-down list, enter 9:00 AM in the Starting at: field, and enter 4:59 PM in the Ending at: field.)
        3. Set the period of time over which the Job recurs by specifying a Start Date or End Date using the calendar controls in the Duration section. Selecting No End Date causes the Job to recur indefinitely as long as the schedule is enabled.
    3. Make sure the Enabled box is checked. Stop a Job from running without deleting the schedule by unchecking this box.
    4. Click Done.
  5. Repeat step 4 if desired to add more run schedules for the Job.
  6. Define a filter for each Allocation Job in the Extra Settings section. In this way, you can allocate different types of Orders on different schedules. For example, you could set up Jobs that allocate Orders for Items from different Catalogs on different days of the week, or allocate Orders using a certain shipping method more frequently than Orders that use a different shipping method. The following filters are available:
    • Catalog: Only allocate Orders that were placed for Items in the selected Catalog.
    • Site: Only allocate Orders using inventory from the selected Site.
    • Type: Only allocate Orders of the selected type. Selectable types include:
      • Auction
      • Autoship
      • Exchange
      • Mail
      • Mobile
      • Phone
      • Private
      • Provider
      • Reship
      • Show
      • Store
      • Website
    • Flag: Only allocate Orders that have the selected color Flag set.
    • Shipping Method: Only allocate Orders that use the selected shipping method.
    • Order Before: Only allocate Orders that were placed prior to the selected hour of the day.
    • Country: Only allocate Orders that are being shipped to the selected country.
    • Item Attribute: Only allocate Orders for Items that have the specified value for the selected Item Attribute. When you select an Attribute from the list, an appropriate value field appears. Enter a filter value in the field.
    • Order Attribute: Only allocate Orders that have the specified value for the selected Order Attribute. When you select an Attribute from the list, an appropriate value field appears. Enter a filter value in the field.
    • Order Item Attribute: Only allocate Orders for Items that have the specified value for the selected Order Item Attribute. When you select an Attribute from the list, an appropriate value field appears. Enter a filter value in the field.
  7. The Only allocate to un-approved shipping orders box is only used in special circumstances. It shouldn't be checked.
  8. Click Continue or select the Review tab. Then click Submit Job For Processing to add the Job to the Jobs queue. It runs according to the schedule that you defined. Click Save & Exit to save the Job without adding it to the queue. In that case, it doesn't run until you select it and submit it for processing.

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