{"id":22413,"date":"2026-07-31T10:49:05","date_gmt":"2026-07-31T10:49:05","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=22413"},"modified":"2026-08-13T04:50:58","modified_gmt":"2026-08-13T04:50:58","slug":"how-to-configure-the-scheduler-window-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-configure-the-scheduler-window-in-idempiere\/","title":{"rendered":"How to Configure the Scheduler Window in iDempiere"},"content":{"rendered":"\n

Introduction<\/strong><\/h2>\n\n\n\n

The Scheduler window lets users automate recurring background processes without manual intervention.<\/p>\n\n\n\n

It is used across modules to run routine housekeeping tasks such as clearing old notes, sending recurring reminders, or generating periodic reports.<\/p>\n\n\n\n

Scheduled processes run silently at defined intervals, keeping data clean, reducing manual workload, and ensuring notifications reach the right recipients.<\/p>\n\n\n\n

Process Flow<\/strong><\/h2>\n\n\n\n
\"TenthPlanet-iDempiere-SystemAdmin-Scheduler-ProcessFlow\"<\/figure>\n\n\n\n

Business Rules<\/strong><\/h2>\n\n\n\n
    \n
  • Only an Active scheduler runs automatically at the defined interval.<\/li>\n\n\n\n
  • The Process field determines which task the scheduler executes.<\/li>\n\n\n\n
  • The Schedule field decides how often the process repeats.<\/li>\n\n\n\n
  • Days to keep Log controls how long execution history is retained.<\/li>\n\n\n\n
  • Process Parameters pass required values to the scheduled process automatically.<\/li>\n\n\n\n
  • Scheduler Recipients receive notifications about the process outcome.<\/li>\n\n\n\n
  • Each run creates a Log record showing success or failure.<\/li>\n\n\n\n
  • A failed notification does not stop the scheduled process from running.<\/li>\n<\/ul>\n\n\n\n

    Prerequisites<\/strong><\/h2>\n\n\n\n
      \n
    • A valid User or Role available for notification recipients.<\/li>\n\n\n\n
    • Mail Template configured, if email notifications are required.<\/li>\n\n\n\n
    • Business Partner or User records set up for Scheduler Recipients.<\/li>\n\n\n\n
    • Access rights granted through the System Administrator or relevant role.<\/li>\n\n\n\n
    • The underlying background process (for example, Delete Notices) available in the system.<\/li>\n<\/ul>\n\n\n\n

      Navigation<\/strong><\/h2>\n\n\n\n
      Menu \u2192 System Admin \u2192 General Rules \u2192 Server \u2192 Scheduler<\/strong><\/code><\/pre>\n\n\n\n
      \"TenthPlanet-iDempiere-SystemAdmin-Scheduler-1\"<\/figure>\n\n\n\n
      Opening the Scheduler window displays the list of configured scheduled processes along with three tabs \u2014 Parameter, Scheduler Recipient, and Log \u2014 used to manage inputs, recipients, and execution history.<\/p>\n\n\n\n
      \"TenthPlanet-iDempiere-SystemAdmin-Scheduler-2\"<\/figure>\n\n\n\n
      Configuration Steps<\/strong><\/h2>\n\n\n\n
      Step 1: Define the Scheduler<\/strong><\/h3>\n\n\n\n
      This step sets up the basic identity and timing of the automated process.<\/p>\n\n\n\n
      Instructions<\/strong><\/h3>\n\n\n\n
      Enter a descriptive Name, select the Process to run, choose the Schedule frequency, assign a Supervisor, and set Days to keep Log. Mark the record Active to enable execution.<\/p>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Name<\/td>Delete Old Notes<\/td>Identifies the scheduler for easy reference<\/td><\/tr>
      Process<\/td>Delete Notices_AD_NoteDelete<\/td>Background task the scheduler executes<\/td><\/tr>
      Schedule<\/td>7 Days<\/td>Frequency at which the process repeats<\/td><\/tr>
      Supervisor<\/td>System<\/td>User responsible for monitoring the scheduler<\/td><\/tr>
      Days to keep Log<\/td>7<\/td>Number of days execution logs are retained<\/td><\/tr>
      Mail Template<\/td>(optional)<\/td>Template used for notification emails<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      \"TenthPlanet-iDempiere-SystemAdmin-Scheduler-3\"<\/figure>\n\n\n\n
      Step 2: Set Process Parameters<\/strong><\/h3>\n\n\n\n
      This step supplies the input values the scheduled process needs to run correctly.<\/p>\n\n\n\n
      Instructions<\/strong><\/h3>\n\n\n\n
      Open the Parameter tab, add a Process Parameter, mark it Active, and enter a Default Parameter value. Repeat for each parameter the process requires.<\/p>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Process Parameter<\/td>Days to keep Log<\/td>Input value passed to the process<\/td><\/tr>
      Default Parameter<\/td>7<\/td>Value used automatically at execution<\/td><\/tr>
      Default To Parameter<\/td>(optional)<\/td>Upper range value for the parameter<\/td><\/tr>
      Active<\/td>Checked<\/td>Determines if the parameter is applied<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      \"TenthPlanet-iDempiere-SystemAdmin-Scheduler-4\"<\/figure>\n\n\n\n
      Step 3: Add Scheduler Recipients<\/strong><\/h3>\n\n\n\n
      This step ensures the right users are notified about the scheduler’s execution outcome.<\/p>\n\n\n\n
      Instructions<\/strong><\/h3>\n\n\n\n
      Open the Scheduler Recipient tab, select a User\/Contact or Role, and mark the record Active. Enable Upload if attachment output is required.<\/p>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      User\/Contact<\/td>System<\/td>Recipient who receives the notification<\/td><\/tr>
      Role<\/td>(optional)<\/td>Role-based recipient group<\/td><\/tr>
      Upload<\/td>Unchecked<\/td>Attaches process output to the notification<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      \"TenthPlanet-iDempiere-SystemAdmin-Scheduler-5\"<\/figure>\n\n\n\n
      Step 4: Review Scheduler Logs<\/strong><\/h3>\n\n\n\n
      This step confirms whether the scheduled process executed successfully or failed.<\/p>\n\n\n\n
      Instructions<\/strong><\/h3>\n\n\n\n
      Open the Log tab after a scheduled run to check the Summary, Error status, and Text Message for details on the execution result.<\/p>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Created<\/td>07\/27\/2026 11:26 AM<\/td>Date and time the log entry was generated<\/td><\/tr>
      Summary<\/td>Failed to send scheduler notification<\/td>Short outcome description<\/td><\/tr>
      Error<\/td>Checked<\/td>Indicates the run encountered a problem<\/td><\/tr>
      Text Message<\/td>From: System To: System<\/td>Notification content sent to recipients<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      \"TenthPlanet-iDempiere-SystemAdmin-Scheduler-6\"<\/figure>\n\n\n\n
      Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n
      Issue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>
      Scheduler does not run<\/td>Active checkbox unchecked<\/td>Mark the scheduler record as Active<\/td><\/tr>
      Notification email fails<\/td>Mail Template or mail settings not configured<\/td>Configure a valid Mail Template and system mail settings<\/td><\/tr>
      Wrong data affected by process<\/td>Incorrect Process Parameter values<\/td>Review and correct the Default Parameter entries<\/td><\/tr>
      No recipients notified<\/td>Scheduler Recipient tab left empty<\/td>Add at least one User\/Contact or Role<\/td><\/tr>
      Logs grow too large<\/td>Days to keep Log set too high<\/td>Reduce Days to keep Log to a shorter period<\/td><\/tr>
      Process runs at the wrong time<\/td>Incorrect Schedule frequency selected<\/td>Update the Schedule field to the desired interval<\/td><\/tr>
      Duplicate scheduler entries<\/td>Multiple schedulers created for the same process<\/td>Deactivate or remove the duplicate scheduler record<\/td><\/tr>
      Failures go unnoticed<\/td>Supervisor field left blank<\/td>Assign a valid Supervisor to monitor failures<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      Next Steps<\/strong><\/h2>\n\n\n\n
        \n
      • Configure the Mail Template used for notification content.<\/li>\n\n\n\n
      • Set up User and Role records for Scheduler Recipients.<\/li>\n\n\n\n
      • Review the underlying Process window for additional parameters.<\/li>\n\n\n\n
      • Confirm System Administrator role access for scheduler management.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
        Introduction The Scheduler window lets users automate recurring background processes without manual intervention. It is used across modules to run […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,91],"tags":[],"class_list":["post-22413","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-general-rules"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22413","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=22413"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22413\/revisions"}],"predecessor-version":[{"id":22434,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/22413\/revisions\/22434"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=22413"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=22413"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=22413"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}