Getting started with Aico
- Logging into Aico for the First Time
- Creating your first journal
- Creating your first request
- Creating your first payment
- Creating your first Intercompany Invoice
- Working with Closing Tasks
Working with Journals
- An overview of Aico journals
- How to create a manual journal
- Create a journal by copying existing journals
- Import new journals from Excel
- How to import multiple journals from one Excel spreadsheet
- What are recurring journal entries?
- How to create Recurring Duplicate Journal entries
- How to create Recurring Allocation journal entries
- Create recurring journals with automatic reversals
- Reversing documents
- Import data to existing journals
- Export journals to e-binder
- Working with Reconciliations
- Basic settings in Aico documents
- Excel Support
- An overview of Aico Dashboards and Lists
- How to use lists in Aico
- How to use dashboards in Aico
- How to use charts in a dashboard
- Dashboards: Advanced Settings
- Manual closing tasks
Users and User Groups
- Overview of Users and User Groups
- Add user accounts
- Edit user account data
- Manage user groups
- Manage user roles
- Copying roles at the company level
- Copy user roles from individual users
- Create a user report
- Manage administrative user rights
- Super user mode
- Additional super user global admin rights
- User and User group export and import
- Value sets
- Currency Amount Groups
- Mail notifications
- Tax codes
- Users and User Groups
- Introducing Automation Manager
- Core Set Up
- Introducing task templates
- Creating task template details
- The Aico Document
- Aico document headers
- Preparer and Approver workflow settings
- Overriding parameters at a company level
- Master data export and import
- Set a custom schedule
- Dependent tasks in Aico
- How to use Smart tags in Aico
- How to add an attachment to a task template
- Task Generation
- Administrative tasks
- Release notes
- Maintenance Schedule
- Support Alerts
Dependent tasks in Aico
Modified on Tue, 23 May 2023 at 10:46 AM
Dependent tasks in Aico refer to both the predecessor and successor tasks that form a chain of dependency in a workflow:
- The successor task cannot be started until the predecessor task is in the completed status.
- Where a predecessor task is configured then the successor task remains in the created status until the predecessor is completed by the user.
How to configure a dependent task.
Dependent tasks are configured in the Automation manager task template area.
In Automation Manager, go to:
2. Task templates
3. Open the template to which you want to configure the dependent task(s).
4. In the final Details section, select which tasks should be the predecessors and/or successors of the task you are building. You can set both predecessors and successors on each template, but you do not need to as they will automatically appear in the corresponding tasks.
This behaviour is managed by Automation Manager, which is monitoring task statuses. When the predecessor task(s) is in the completed phase, it will change the status of the successor task from Created to Waiting for Preparer.
There are two important things to understand when considering dependent tasks:
1. Monitoring of tasks by Automation manager only happens whilst the Automation manager task is running.
This is between the start and end time of the associated schedule group. Once the end time arrives Automation manager automatically completes the Automation manager task, not the Aico document itself, and this will in turn release the dependent task.
You can learn more about schedule group start and end times here.
In 23.1, a new status of “Waiting for completion” for the Automation manager task was introduced. In earlier releases, the Automation manager tasks automatically complete when their associated schedule group reaches its end time as described above.
The new "Waiting for completion” status is set between Running and Completed and whilst in this status Automation manager continues to monitor the Aico document, based on the following rules:
- When the schedule group end time arrives, Automation manager will evaluate the status of its associated Aico document. If at that point the Aico document is completed, then the Automation manager task will also be completed and release any successors.
- If the associated Aico document is not completed, then the Automation manager task will go to Waiting for Completion. It will remain in that status until the Aico document itself is completed by the user. This will trigger a notification to Automation manager to change the status of the task to Completed and this in turn will release any successor tasks.
Note: Once the task is in Waiting for Completion status, we do not run any refresh actions on the refresh interval.
2. Successor tasks do not start before their predecessors are completed AND the start time of the schedule group has arrived.
For example, you want to run an Accounts Receivable report, which is 50,000 lines (and therefore very heavy on the ERP) in the middle of the night. However, you do not want to run this report until the last manual postings have been performed.
In this scenario, you would make the manual postings task the predecessor which should be completed on Workday 2 and make the start time of the Account Receivable report Workday 3 at 02:00 AM. Assuming the user completes the manual posting task on Workday 2 at 18:00 then the Account Receivable report will start at 02:00 on Workday 3.
But, if the user does not complete the manual posting task until 10:00 on Workday 3, only then will the Accounts Receivable report be released. It will start immediately at 10:00 on Workday 3 as its schedule group start time is now in the past.
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