Testing Jobs and Reports Scheduling with a Date Formula

Testing Jobs and Reports Scheduling with a Date Formula

Nice and useful feature added to Job Scheduling and Report Scheduling, available since Dynamics 365 Business Central April’19 Release; now is possible to schedule a job or report in more detailed mode, defining a parametric running date scenario based on date formulas for execution (like existing in other ERP systems).

This feature was requested from many users and most voted in Microsoft Ideas: Possibility to plan a job queue for the last day of the month

https://experience.dynamics.com/ideas/idea/?ideaid=5021b534-b6ec-e811-a140-0003ff68cf0c

“How-To” Schedule with Date Formula

You can now schedule background jobs or reports by defining a date formula, meaning a relative date, instead of defining a fixed day. For example, instead of running a report every Monday, you can define to run it at the beginning of each month by entering CM+D1. You define this in the Next Run Date Formula field on the Job Queue Entry Card page or Schedule Report page.

Examples

On “Job Queue”

  • Example: Schedule the “report 711 – Inventory Top 10 List” from Job Queue

In the field “Next Run Date Formula”

  • Insert a Date Formula : example: “CM+D1”
  • System automatically calculate the next start date (…today is 01/04/19 in the Sandbox!)

On “Report Printing” Send to Schedule

  • Send the report “report 711 – Inventory Top 10 List” to schedule

In the “Edit Schedule” Window

  • Insert a Date Formula : example: “CM+D1”
  • System automatically calculate the next start date (…today is 01/04/19 in the Sandbox!)

About “Date Formulas”

Nice link here: Date Formulas in Dynamics NAV (..and Business Central sure) https://www.clientsfirst-us.com/entering-date-formulas-in-microsoft-dynamics-nav/

Great!

1 thought on “Testing Jobs and Reports Scheduling with a Date Formula”

  1. Have you ever been able to schedule recurring reports like Delete Expired Sales Quotes (Report 5172) to run successfully without development?

    When I attempt you get errors regarding the report “attempted to issue a client callback to show a confirmation dialog box: All Quotes with Quote Valid To Date less than xx/xx/xxxx will be deleted. Do you want to continue?”

    This example is taken from BC SaaS.

    Reply

Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.

%d bloggers like this: