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Defining time and frequency settings for schedule groups

Modified on Wed, 03 May 2023 at 12:02 PM

After setting up schedule groups and timetables, you will need to open a timetable and set the time and frequency settings for each schedule group. This article will show you how.

Define time and frequency settings 

Add or edit a schedule

Example schedule groups

Define time and frequency settings 

It is possible to have different time settings for the same schedule group in different timetables. This allows you to use a single schedule group for a task, such as monthly reconciliations. These can then be varied for different companies in different time zones as required. 

Tip: This is especially useful if the tasks pull data or run programs from the ERP. For example, if you want to pull all account reconciliation data for EMEA at 02:00 in CET and for APAC at 04:00 PST. This allows you to spread the load on both the ERP and Aico itself when generating tasks and importing their data from the ERP.

To define time and recurrence settings, follow the steps below:

Select Manage (1), then Timetables (2) on the toolbar.

You will be presented with a list of your existing timetables, as shown in the example below.

Click the timetable you want to add or edit.

Add or edit a schedule

To add or edit a schedule for a schedule group you need to define the following settings:

1. In the Day type field, enter the calendar day or work day.

2. From the Schedule type drop-down list, select monthly, quarterly or custom. Custom means that you can choose which months the task should run in as well as vary the start and end date in each month.

3. In the Start time field enter the time of day when the task starts (for example 08:00). In the End Time field, enter the time of the day when the task ends.

4. Enter a day number in the Day column. Note that negative values are also allowed. For example, day -5 of the current month is 5 work days before the end of the month you are closing. Correspondingly, day 2 of next month is the second work day of the following month.

5. From the Calculate from the drop-down list, select either current month or next month.

The workday calculation assumes that -1 is the last working day of the current month and 1 is the first working day of the next month. 
Calendar day does not consider the holiday calendar and simply sets the day you set. For example, Calendar Day 5 will be the 5th of the current or next month, regardless of what day of the week this falls on.

If you want to define different settings for the last period, select the check box next to the Different Period 12 field, select current or next month, and enter numeric values in the fields.

6. Click Save.

Example schedule groups

The Monthly and Quarterly schedule types look the same with monthly automatically setting periods 1-12 and quarterly setting periods 3,6,9 and 12. 

The custom schedule type (shown below) is used to create, for example, a yearly schedule or one where tasks should only be created in Periods 6 and 12.

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