Scheduler

The Scheduler app provides an easy-to-use method for automating and tracking Dunning and ERP runs. You can configure scheduled jobs at Cron intervals to complete tasks, including data transfer to outside ERP systems and dunning account evaluations. Scheduler allows manual execution of job runs and audits of failed, incomplete processing, and completed runs. You can also send notifications of job run completion.

You can do this by creating and running scheduler jobs and viewing job results; you also have the option to edit or delete jobs.

Run Manager Page

Use Case Example

Your customer, PhoneCo, wants to send invoice line items for metering and usage data to Workday to generate invoices. You create a scheduler job to configure the connection to Workday Web Services. When creating the job, you select Invoices to Workday as the job type and enter connection information in the custom fields. You also enter email addresses to notify PhoneCo Billing Coordinators about job run completion. In advanced configuration, you make data selections and configure data mapping from Gotransverse to Workday.

Now that your job is configured, you create a job run, enter your bill cycle run ID, and choose to automatically send data to Workday.

PhoneCo is now set up to send invoice line items to Workday on a scheduled basis and receive notifications of job run completions.

Scheduler Setup Overview

Scheduler setup includes:

  1. Creating a scheduler job.
  2. Running a scheduler job on a schedule or manually.
  3. Viewing details of the job run in real-time and job run results, including success or failure of data transfer.

You can also edit or delete scheduler jobs.

Creating a Scheduler Job

You can configure scheduler jobs to run automatically at Cron intervals and to send notification emails at job completion.

  1. Select Scheduler from the Gotransverse action menu .
  2. Select Setup in the left pane. The Setup page displays a list of created scheduler jobs.
  3. Select Create System Job from the Setup action menu. Setup action menu: Create System Job
  4. In the Create System Job window, complete the relevant fields: Create System Job window
Field Description
Job Name* Enter a name for your scheduler job.
Status* Select one of the following statuses for your job:
  • Active—The job will run according to its scheduled or manual job run.
  • Paused—The job will not run according to its scheduled run. If the job is run manually, it will be rejected.
Description Enter additional information about this job.
Emails Enter an email address of the individual you want to notify when a job run completes.
Add Emails Click this to add an additional email address for notification of job run completion.
Run Interval (Cron) Enter information in cron format to run the job at a scheduled time. Alternatively, you can run the job manually through the Run Manager page in Scheduler.

The standard cron format consists of six fields separated by spaces: <Minute> <Hour> <Day_of_the_month> <Month_of_the_year> <Day_of_the_Week> <Year>. For example, 0 0 9 1 1/1 ? * runs the job on the first day of each month, at 9 am.

For help with cron expressions, go to ChronMaker.

Type* Select the type of system job. Based on what you select, additional custom fields appear for job type properties. Some examples of custom fields follow.

Note: Data extract system job types, like GL3 Extract, that use an S3 bucket to transfer and receive files must have an Amazon Web Services (AWS) Access Key ID that includes permission to execute the GetBucketLocation call with AWS. This call tests the connection to the S3 bucket and verifies the user credentials. This is not a default permission, so you will need to work with AWS or GTV support to add this permission.

For more information about completing custom fields and advanced configuration, please contact Gotransverse support.

*Indicates required field.

  1. Click Create.

Your job is added to the scheduler job list on the Setup page. If the job status is Active and you configured the Run Interval (Cron), your job is set to run at the indicated interval. Otherwise, you can run an Active job manually.

Running a Scheduler Job Manually

If a job is in Active status, you can run it manually at any time.

  1. Select Scheduler from the Gotransverse action menu . The Run Manager page displays a list of already run scheduler jobs.
  2. Select Create Job Run from the Run Manager action menu.Run Manager action menu: Create Job Run
  3. In the Create Job Run window, select a Job to run.Create Job Run window
  4. If you want to keep the window open after you submit the job run so you can create another job run, select Create Another.
  5. Click Submit.

Your job runs and is added to the list on the Run Manager page. After your job runs, you can view the details of the run.

Viewing Scheduler Job Results

You can view the details of a job run for success or for auditing and troubleshooting failures.

  1. Select Scheduler from the Gotransverse action menu . The Run Manager page displays a list of already run scheduler jobs.

    The Run Status for each job run and the Actions available for each status are the following:

Run Status Description Actions
Created Run was created but is neither completed nor able to be submitted.

Preview

Remove

Source Processing

Target Processing

Job is currently running and cannot be adjusted.

No available actions at this stage.
Submitted Job has been submitted and is currently finalizing completion. No available actions at this stage.

Complete_Success

Source_Complete

Target_Complete

Job has completed and has either evaluated all respective accounts or transferred data to an outside ERP system.

No available actions at this stage.
Waiting_for_User Run needs approval by the user for target processing.

Approve for Target Processing

Cancel Job Run

Incomplete Job has partially completed. Please view the details of the run for more information on the job run. No available actions at this stage.

Configuration_Error

Source_Error

Target_Error

Complete_Error

Job ran, but some or all of the records to be sent failed.

Retry Job Run

Cancel Job Run

Awaiting_Retry Job ran, but some or all of the records to be sent failed.

Retry Job Run

Cancel Job Run

Canceled Job was canceled. No available actions at this stage.
  1. Click the information icon to display detailed run information for a job.
  2. To view more details specific to a job run, select a job. The Job Run Detail page displays Run Information and Status Summary sections.Job Run detail page

    Detail tabs display the following information:

    Note: Depending on your implementation, custom tabs may provide additional details.

Tab Description
Transactions Details about transactions by line item. Click the information icon to display more detailed transaction information.
Batches Details about transactions grouped into batches for data transfer. Click the information icon to display more detailed transaction information.
History Details about the state of each step in the job run. Click the information icon to display more detailed transaction information.

If a job run was successful, all respective accounts were evaluated or data was transferred to an outside ERP system.

If a job run produced Failed results, review details to learn more about errors and assist with troubleshooting and fixing the issue. If you require further assistance after troubleshooting efforts, contact Gotransverse support. You can retry jobs with a run status of awaiting_retry or one of the error statuses.

Retrying a Scheduler Job

If a job runs but some records fail to transfer, you can retry the job. You can retry jobs with a run status of awaiting_retry or one of the error statuses.

  1. Select Scheduler from the Gotransverse action menu . The Run Manager page displays a list of already run scheduler jobs.
  2. Under Actions, click the ellipsis button next to the job you want to retry, then select an option:Run Manager Actions column: Retry options

    • Retry Failed Batches From Source Processing—Retries the job from the beginning, reinitiating the job and sourcing the data again.
    • Retry Failed Batches From Target Processing—Resends the job using the source calculations from the previous run.
    • Retry Job Run—Reruns the job.
    • Cancel Job Run—Terminates the job run.

      Note: These options are also available from the RUN action menu on the Job Run Detail page.

If a job run was successful, all respective accounts were evaluated or data was transferred to an outside ERP system.

If the retry run produced Failed results, review details to learn more about errors and assist with troubleshooting and fixing the issue. If you require further assistance after troubleshooting efforts, contact Gotransverse support.

Editing a Scheduler Job

You can modify scheduler job settings except for the job type.

  1. Select Scheduler from the Gotransverse action menu .
  2. Select Setup in the left pane. The Setup page displays a list of scheduler jobs.
  3. Under Actions, click the ellipsis button next to the job you want to edit, then select Edit.Setup page Actions column: Edit
  4. In the Edit System Job window, modify relevant fields. Fields that cannot be edited, like Type, are grayed out.Edit System Job window
  5. Click Edit.

Deleting a Scheduler Job

You can delete scheduler jobs that are no longer needed.

  1. Select Scheduler from the Gotransverse action menu .
  2. Select Setup in the left pane. The Setup page displays a list of scheduler jobs.
  3. Under Actions, click the ellipsis button next to the job you want to edit, then select Delete.Setup page Actions column: Delete.
  4. In the Confirmation window, click Yes to confirm the deletion.

For details about managing scheduled jobs using API 2.0, visit our API reference documentation: