The Tasks pane on the SYSPRO main menu enables you to create a checklist of tasks that you want to schedule for running on a particular day (or days) in a specific sequence.
These tasks relate to the launching of programs, reports, or other applications and can be automated using task groups.
Tasks can be configured system wide or company-specific. This is defined using the Personalize program (against the Tasks tab). Company-specific tasks are only marked as complete in the company in which they are defined.
Field | Description | ||||||||||||||||||||||||||||||||||||
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Click here to add a new task group | This is displayed if no task groups are currently
defined. Right-click this line to display a shortcut menu of options you can choose:
Task groups are saved in the \Work folder on the server in a file named ADMTKG.DAT. Task lists are saved in a file named ADMTKI.DAT. |
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Task groups | This treeview is displayed once you have added at least
one task group and you right-click the item and select the
Edit Task Group or New Task
Group options.
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Field | Description | ||||||||||||||||||||||
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Task |
Enter a name or title for the task. This description is displayed in the Task List pane and the Tasks Now Due pane. |
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Start date |
Enter the date from which the task must be run. This defaults to the current system date but can be changed. If you select to run the task once only, then this is the date on which the task must be run. |
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Comment |
Enter a comment to assign to the task. This comment is inserted into the body of the task that is created in Outlook's task manager, if you select the option to insert the task into Microsoft Outlook. You can create a task item that is just a comment, (i.e. you do not need to associate a program with the task). For example, you can create a task that simply defines the procedure: 'Change the paper in the printer.' |
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Program details |
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Task order | You need to indicate the task order if you add a new
task where items already exist for the task group. Tasks can
be re-ordered by select either the Move
up or Move down options in the
Task Details
listview.
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Set reminder if due | Select this to be reminded when the task is due (i.e.
for any task that is not yet complete where the start date is
on or before the current system date). You can configure the system to remind you of any due tasks when SYSPRO is loaded (see Personalize). |
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Insert into Microsoft Outlook | Select this to integrate SYSPRO's Task List with the
task list of Microsoft Outlook. Tasks are inserted into the Tasks folder of Outlook (within the Personal Folders parent folder).
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This enables you to indicate how often you want to run a task.
The system does not use the Company Calendar (Company Calendar) to validate whether the current day is a working or non-working day (i.e. If you set a task to run on a daily basis it will run on each day regardless of whether it is a working day). |
Field | Description | ||||||||||
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Task occurs |
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Start date | This displays the start date for the task as defined on the General tab. | ||||||||||
Task next occurs on | This indicates the date on which the task will next be
performed. It is automatically calculated based on the Start date entered and the selections made against the Task occurs options. |
This displays details of tasks defined for the currently highlighted task group in the Task Groups pane.
You can drag a program from the Program List or Recent Programs list onto this pane to add a new task once a task group has been selected.
Field | Description | ||||||||||||
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Open | This runs the currently highlighted task. Tasks with the same start date will be executed in the sequence in which they appear in this listview. | ||||||||||||
New Task | This adds a new task to the task group. | ||||||||||||
Edit Task | Select this to maintain the details of the currently highlighted task. | ||||||||||||
Delete Task | This removes the currently highlighted task from the task group. | ||||||||||||
Move Up/Move Down | This moves the currently highlighted task either up or
down.
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This outputs the contents of the Task Details listview to the printer. | |||||||||||||
Export to Excel | This exports the contents of the Task Details listview to an Excel worksheet. | ||||||||||||
Listview columns |
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Column | Description |
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Task group | This indicates the task group under which the task was run. |
Task | This indicates the task which was run. |
Completed | This indicates whether the task is complete. |
Task message | This indicates any message which occurred as a result
of running the task. These messages appear on the task report and can be emailed or printed for subsequent analysis. |
Program | This indicates the program which was run for the task. |
Program description | This indicates the description of the program which was run for the task. |
If a program is not listed in the Automation Design listview and you have not defined Automation form values, then the operator will have to make the necessary screen selections when the program is invoked.
Programs located in either IMPAUT.IMP or CUSAUT.IMP (in the CUSPROGS folder) can be run using automation.
SYSPRO automation does not process a request when a password is required. It exits and displays a task message. The reason for this is that only information on a form can be defined as a parameter to an automated task.
If a password is required, then you can use SYSPROAuto.EXE instead. Otherwise, use the security for roles, groups, operator activities, or eSignatures to ensure that only authorized operators can run the task without the use of a password.
You can add parameters to SYSPRO programs.
Parameter | Usage |
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RUN=GroupName |
This applies if you used the Automation Design program to
add the program to a group. This will run the program (without operator intervention) using the default form values for the program as defined in the \Base\Settings\Automation\GroupName folder of your application server. For example: If you used the Automation Design program to add APSP01 to a Group called Balance, then you can enter APSP01 RUN=Balance to run the APSP01 program without operator intervention. This uses the default form values in the FormValues_APSP01LV.xml file located in the Base\Settings\Automation\Balance folder. |
RUN | This parameter applies if you did not use the
Automation Design program to add the program to a group. This runs the program (without operator intervention) using the default form values for the program located in the Base\Settings\ folder on the application server (e.g. you logged into SYSPRO as an administrator and entered APSP01 DESIGN using the -> program.If the Load Previous Form Values option is used to define form values after the form values were defined using Design mode, then the Design mode form values can be overwritten. This happens when the program name and operator code are identical. The Load Previous Form Values and the Save Form Values options both save the form values to the same file in the \Base\Settings folder. |
You can change the values of form fields for automatable programs on the command line, as well as apply a pre-configured form.
For example:
The command:
INVP01 RUN=Myform;FIFO VALUATION=1;warehouse selection=1;warehouse=E;
launches the Inventory Period End program and automatically applies the form fields from the saved form automation file (Myform.XML)
enables the FIFO Valuation form field
selects Single at the Warehouse selection field
sets the Warehouse to E.
These form changes are applied before the program processing begins.
If you haven't pre-configured any form values, you can leave the RUN= parameter blank (e.g. INVP01 RUN=;FIFO VALUATION=1;warehouse selection=1;warehouse=E; will change the FIFO Valuation, Warehouse selection and Warehouse form values.
Date values should be passed in the format CCMMYYDD and can optionally contain the wording {today} to indicate the current system date (e.g. ARSP80 RUN=;reporting date={today};and ARSP80 RUN=;reporting date=20151201;close this application=1; Check box fields can be set to 1 (checked) or 0 (unchecked). Radio buttons can be set using a numeric value from 0 upwards (e.g. if there are four radio buttons and you want the third button to be set, then you must pass the value 2). |