Sage 300 SM Attachment Sync Job Setup

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Sage 300 SM Attachment Sync Job Setup

 

The Sage 300 SM Attachment Sync job poll job adds attachment records to the Sage 300 CRE Service Management module database to link records to SPC documents. The Sage 300 CRE SM tables where the attachments will be added must first be selected. Refer to Attachment Synch Configuration

 

1.From the ribbon toolbar, click Administration.

2.Click Job Poll, JobPollButton.
 
The Job Poll Configuration screen similar to the following displays:
 
JobPollConfigurationScreen
 

3.Click Add.
 
The Job Properties screen similar to the following displays:
 
JobPropertieswindownew-mh
 

 

Job Name

Give the job a meaningful name.

Job Type

Select Sage 300 SM Attachment Sync from the Job Type dropdown list.

Description

Enter a description for the job.

Active

Click the Active check box to mark the job as Active.

Schedule

Determine how often the job should run. (every minute, hour, week, month, year)

Schedule Job to run

Depending on the schedule type, choose when the job should run.

Beginning/Ending

Set a beginning date and an ending date to run the job.

Email on Success

Check this box and enter an email address where an email will be sent if the job is successful.

Email on Failure

Check this box and enter an email address where an email will be sent if the job fails.

Base Path

Enter the UNC path identifying the location for the SPC .pvSync files.
Important:  This path must be a UNC path so all users can access the path from within the Sage 300 CRE SM program.

Reset Paths

Set this setting to True only if moving the path to the .pvSync files set in the Base Path field.
The normal setting is False.

 

 

JobPollSage300SMAttachmentSyncJobPollSetup

 

 

4.Click OK to save the job.

5.On the Sage Paperless Server Dashboard, click the Poll Service tab and make sure the Job Poll Service is installed and running.
 
Note:  If the Job Poll Service is not running, the job will not run.