How can I create a workflow that updates the date on a form for a scheduled job at the end of each month to the next month's ending date
This relates to jobs where distributions have to journalized. We only journalize for dates within the current month. At the beginning of each month the parameters for the post through date field have to be updated. We would like this process automated or at the very least receive an alert indicating it needs to be updated
Hello Mi-Chelle,Could you please give more details about the system where you are journalizing dates? Is it an Infor application or is it a database, or etc. Based on the system it may happen that workflow is not the best solution, and something else can be used (e.g. Document flow or API flow).
If you want to have a scheduled notification, then you can create a Workflow with a task (for the task you can enable e-mail notification) and then create a Workflow scheduler to run the workflow once a month.
Thanks for your response Danil. This is the journalize distributions job within FSM. At the end of each month we update the "Post Thru Date" field to reflect the end of the following month. In some instances we forget to update on the first of each month. So I'm considering 2 options
1. An alert to notify us that it needs to be changed
2. A script/workflow that can update the field
Mi-Chelle, thank you for the clarification.
The 1 point can be solved as I described "If you want to have a scheduled notification, then you can create a Workflow with a task (for the task you can enable e-mail notification) and then create a Workflow scheduler to run the workflow once a month. "
Do you know how this field can be "technically" updated? Using an API or directly from a database? Or...?Or it can be only updated manually?
I can't recall if there is a simpler way to do this, but you can create a derived field that returns the last day of the current month. You can use "current period" to return the first date of the current period, and if you combine that with the "days in month" operator you can get the last date of the current month. I believe the "days in month" operator can't be applied to "current period" directly which is why two derived fields needed to be created; one to return to return the first day of the month, and second that uses that field to derive the last. There may be a simpler way to do this without two derived fields though.You can use that derived field as the initial value on the Journalize distributions form if Journalize Distributions is run by a user. However, if Journalize Distributions is a scheduled job (Batch Task) it may be a little more tricky. You can have a dynamic value as a parameter for scheduled job, but usually you have to be able to set the "default" value of the parameter, which is typically done in the action definition. When a parameter is left blank and there is a default value, the default value is used.
For example, creating derived fields on the PayablesInvoiceDistribution for journalizing invoice distributions...
PayablesInvoiceDistribution is a BusinessClass owned by ap Derived Fields CurrentMonthBegin is a DerivedField type is Date return current periodPayablesInvoiceDistribution is a BusinessClass owned by ap Derived Fields CurrentMonthEnd is a DerivedField type is Date return (CurrentMonthBegin + (CurrentMonthBegin days in month - 1))JournalizeDistributions_implicit_action_form is an ActionForm action is JournalizeDistributions Layout single column PrmEnterpriseGroup PrmPayablesCompany GeneralLedgerCompanyGroup PrmProcessLevel PrmPostThruDate initial value is CurrentMonthEnd PrmDescription
Thanks for your response. After creating this derived field where will I use it
