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Scheduling Balance Assignment

You can set up a job in order to have balances automatically assigned to open invoices on a regular basis.

The balance assignment job does not require additional parameters. That is, you can set up the job directly for the corresponding batch chain AssignBalancesChain. For details, see Scheduling Concepts.

To schedule the balance assignment batch chain, you can use either JustOn's Scheduled Jobs page or Salesforce's Schedule Apex functionality. For details, see Scheduling a Job.

Via JustOn's Scheduled Jobs page:

  1. Open the Scheduled Jobs page.

    Use the following URL https://login.salesforce.com/apex/ONB2__JobsSetup, or, if you are already logged in, append apex/ONB2__JobsSetup to your org's domain name.

    You can access the Scheduled Jobs page via the JustOn configuration app ( > JustOn Configuration > Jobs Setup).

  2. From the Apex Job drop-down list, select Batch Chain Job.

  3. In the Job Name field, specify AssignBalancesChain.
  4. From the Start Time drop-down list, select the preferred execution time.
  5. Optionally, edit the displayed cron expression to adjust the execution time.

  6. Click Schedule.

    This sets up the balance assignment to be executed at the specified time.

Info

From the Scheduled Jobs page, you can also run the batch chain immediately.

Via Salesforce's Schedule Apex functionality:

  1. Click to enter Setup, then open Apex Classes.

    In Salesforce Lightning, navigate to Custom Code > Apex Classes.

    In Salesforce Classic, navigate to Develop > Apex Classes.

  2. Click Schedule Apex on top of the list.

  3. Specify the details as required.

    • Job Name: AssignBalancesChain
    • Apex Class: ScheduledBatchChain
    • Frequency: Weekly or Monthly (with an according weekday or day of month setting)
    • Start
    • End
    • Preferred Start Time

  4. Click Save.

    This sets up the balance assignment to be executed at the specified time.

For more details about job scheduling, see Scheduling a Job in the JustOn documentation and Schedule Apex in the Salesforce Help.