Schedule processing /visma-net-erp/help/automation/procedures/schedule-processing section In Visma Net, you can schedule processing on any needed processing windows. 2026-02-19T17:09:06+01:00 # Schedule processing In Visma Net, you can schedule processing on any needed processing windows. In Visma Net, you can schedule processing on any needed processing windows. The processing will be performed automatically according to the schedule, which you assign in the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window. At any time, you can view the history of this automated processing. ## Schedule processing through the processing window 1. Navigate to the processing window you want to schedule. 1. In the processing window, do the following: 1. Optional: In the top part, specify the criteria for selecting the documents for processing. View the list of documents that match the selected criteria, and make sure all the documents you want to process are displayed (that is, that you have selected the criteria correctly). 1. On the window toolbar, click **Schedules** > **Add**. This opens the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window as a pop-up. 1. In the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window, in the **Description** field, enter a description of the new schedule. 1. Make sure the processing window you want to schedule is selected in the **Window ID** field. 1. In the **Action name** field, select the action that should be performed by the schedule. 1. On the **Details** tab, specify the additional settings of the schedule: 1. Optional: In the **Starts on** field of the **Details** tab, select the start date. By default, the schedule execution starts on the current business date. 1. Optional: If you need to specify an expiration date for the schedule, clear the **No expiration date** check box, and specify the expiration date in the **Expires on** window. 1. Do one of the following: + If you want to limit the number of executions, in the **Execution limit** field, specify the number of times the schedule should be executed. + If you do not need to limit the number of executions, select the **No execution limit** check box. 1. Optional: In the **Process with branch** field, select the branch under which the schedule should be processed. For example: If documents are created by this schedule, the system creates these documents and specifies the selected branch for each document. 1. Optional: Change the time zone in which the schedule will operate. By default, the time zone specified in the [User settings (SM203010)](/visma-net-erp/help/management/management-windows/user-settings-sm203010/) window for the currently signed-in user is selected. 1. On the **Schedule** tab, configure the execution dates and time as follows: 1. Specify how often the schedule execution should be performed: + To execute the schedule daily or every **x** days, do the following: 1. In the **Schedule type** section, select **Daily**. 1. Optional: In the **Schedule details** section, in the **Next execution date** field, select the date when the schedule should be executed next. 1. In the **Every x day(s)** field, type the number of days between successive executions of the schedule. + To execute the schedule weekly or every **x** weeks, do the following: 1. In the **Schedule type** section, select **Weekly**. 1. Optional: In the **Schedule details** section, in the **Next execution date** field, select the date when the schedule should be executed next. 1. In the **Every x week(s)** field, type the number of weeks between successive executions of the schedule. 1. Select the appropriate check boxes for the day or days of the week on which the schedule should be executed. + To execute the schedule monthly or every **x** months, do the following: 1. In the **Schedule type** section, select **Monthly**. 1. Optional: In the **Schedule details** section, in the **Next execution date** field, select the date when the schedule should be executed next. 1. In the **Every x month(s)** field, type the number of months between successive executions of the schedule. 1. Select when the schedule should be executed: the day of the month, or the week in the month and the day of the week (such as the third Friday of the month). + To execute the schedule once per financial period or every **x** financial periods, perform the following steps: 1. In the **Schedule type** section, select **By financial period**. 1. Optional: In the **Schedule details** section, in the **Next execution date** field, select the date when the schedule should be executed next. 1. In the **Every x period(s)** field, type the number of financial periods between successive executions of the schedule. 1. Select the appropriate option button to indicate when the schedules should be executed: at the end of the period, at the start of the period, or on a fixed day of the period (which you should specify if you select this option button). 1. In the **Execution time** section, specify the particular time of the day to start and stop the processing as follows: 1. In the **Starts on** field, select the hour and minute when the first execution of the schedule should start. 1. If you want the processing to be stopped at specific time or you want the processing to be repeated multiple times a day, in the **Stops on** field, select the hour and minute when the first execution of the schedule should stop. 1. If execution of the schedule should be repeated multiple times a day, in the **Every** field, select the interval between successive executions of the schedule. 1. In the **Next execution time** field, make sure the next execution time is correct. 1. If you want the system to execute the schedule at exactly the time specified in the **Next execution time** field, select the **Exact time** check box. If the check box is cleared, the system may shift the next execution time of the schedule by multiple minutes. 1. Optional: On the **Conditions** tab, specify conditions to select the documents or objects by and for which there are no corresponding elements in the top part of the original processing window as follows: 1. Make sure the **Active** check box is selected. 1. In the **Field name** column, select the field to which you want to apply the filter. 1. In the **Condition** column, select the condition on the field. 1. If the field selected in the **Field name** column for this row is a date field and you want the date field to be relative with respect to the current business date, select the **Relative** check box. 1. Select the filtering value in the **Value** column and, if **Is between** is selected in the **Condition** column, in the **Value 2** column. 1. Optional: On the **Filter values** tab, review the list of elements with the values. Notice that all the listed elements have the values you have selected in the top part on the original processing window. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png) in the window toolbar to create the schedule. When you save a newly created schedule, the system gives it an ID in accordance with the built-in numbering sequence intended for automation schedules. ## View or edit the schedules for the window 1. Open the processing window for which a schedule has been created (or multiple schedules have been created). 1. On the window toolbar, click **Schedules** > **View**. 1. On the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window, which is opened, in the **Schedule ID** field, select the schedule. 1. View or edit the schedule. ## View the history of schedule executions 1. Open the processing window for which a schedule has been created (or multiple schedules have been created). 1. On the window toolbar, click **Schedules** > **History**. 1. In the dialog box that opens, select the schedule whose history you want to view, and specify the date range for which you want to view the history. 1. Click **History** in the dialog box to view the history of schedule execution.

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