Approval activation

Creates requests for approval, sends corresponding e-mails and system messages and switches to the next level when the current level is completed in multilevel approval procedures

Approval escalation

Forwards approvals where escalated, in case pending approvals are not processed

Automatic receipt of goods

Generates delivery notes automatically on receipt of an order, closes these too and creates a complaint if necessary. The data is taken from the basic contracts that allow for/permit automatic receipt of goods. It is sufficient in principle to run this task once per day, but we recommend an interval of 1 to 3 hours to ensure that this task is carried out at the right time

BMEcat 1.01 Importer or BMEcat 1.2 Importer

Import BMEcat catalogs of the corresponding version

Catalog update

Makes catalogs, products, product groups and prices available only until the validity date specified by the supplier.

CBL e-mail order exporter

Transfers orders in CBL purchase order format by e-mail

CBL file order exporter

Saves orders in CBL purchase order format as a file

CBL invoice importer

Imports CBL invoice data into the invoice system

CBL transformer

Imports invoice data from the invoice system into the system

Check addresses in invoices

This task tries to identify supplying and buying companies using their default addresses or addresses with address company for a specific type of invoice (DTA format) using the ILN supplied

Check budgets

This task processes all messages and resets the different budgets to the values specified in the budget templates

Check confirmation/delivery avis import

Checks that order confirmations have been received at the right time. In the event of an overdue order confirmation, the planner is notified. At the right time means before the deadline set in the basic contract

Check rule conditions

Checks whether approval rules have been created for deleted objects. The rules can be deactivated and/or a message sent, where applicable

Compress log file

Cuts the log file

Control structures update

Deactivates cost centres, types of costs, projects, credit cards or  numbering schemes if their validity has expired. A message is sent to the registered manager

Core article catalog creator

Generates a (user) catalog of all products of one or more supplier catalogs that have the core catalog attribute

Create orders

Creates orders corresponding to the basic contracts from the approved requests. This process should be carried out daily on work days as needed, from every 5 minutes to every 2 hours

Create super catalog

Creates a super catalog from several or all visible catalogs

Credit note export as PDF

Exports the credit notes generated by credit note creation as a PDF document,  which can be sent to the supplier (by post, fax, file system, e-mail)

Credit note export to ERP

This exports the tasks generated using credit note creation to the ERP system for further processing. Different formats can be selected

Credit note preparation

Generates credit notes that are then sent by the credit note exporter

Customer-specific invoice data export

This scheduled task enables invoice data to be exported to the ERP system of the client in question. It is dependent on the corresponding customer requests

CyberCash booking

Transfers invoice data to the credit card company for settlement

CyberCash cancellation

Cancels preloaded amounts on credit cards

CyberCash credit note

Transfers credit note data to the credit card company for settlement

CyberCash pre- authorisation

Checks whether the planned transactions on a supplier's credit cards are permitted

Database maintenance import scheme

Removes data no longer required from the import system database.

DB2 database update

Accelerates database access in a DB2 database

Delete data

Removes data no longer required from the database permanently.

Delete messages

Deletes obsolete messages displayed in the lobby of users, except system messages

Delivery note file exporter

This task is used to export closed delivery notes recorded in the system by file to the supplier as a goods receipt confirmation

Delivery note to supplier exporter (E-mail)

Sends goods receipt confirmation by e-mail to the supplier (on creation of the delivery note in the system). This process should be carried out daily on work days as needed, from every 5 minutes to every 2 hours

Demand bundling

Used for bundling, i.e. grouping requests for quotations, sends requests for quotations and reads incoming bids. Depending on the expected response time of the system, this task should be carried out during business hours once every 5 to 60 minutes

Demand processing

Used to enter requirements, i.e. ensures that requests for quotations are sent. This process closes request bundling and should be run at long intervals, e.g. once per week

eClass classification scheme import

Imports the eCl@ss classification diagram for material and goods groups, and creates an empty catalog based on this diagram

eClass product assignment

Includes all products classified by eCl@ss in a new catalog that has been created using the eCl@ss classification diagram

E-mail order exporter

Transmits plain-text orders by e-mail

Export ASCII delivery notes

Exports delivery notes as a file in ASCII format

Export ASCII invoices

Exports invoices  as a file in ASCII format

Export ASCII orders

Exports orders as a file in ASCII format

Export ASCII product groups

Exports product groups as a file in ASCII format

Fax order exporter

Transfers orders as a PDF fax. The finished orders are stored on the server as PDF order documents and a control file is prepared that contains the destination fax number, fax number for replies, an e-mail address for status reports, and the order's unique reference numbers

File e-mail exporter

The e-mail exporter file sends e-mails with file attachments from the system directory to the registered recipient. The files are not processed further or converted, so their content plays no role in the task

Fax order status check

This task is responsible for importing the e-mail status report for orders sent by PDF and parameter file via a fax gateway

Full text index generation

Creates an index of all available catalogs required for the full text search

Generate lists of goods receipts overdue

Generates a list of orders in PDF format that are overdue based on the delivery date. The system sends this list by e-mail to the purchaser. This task should should be run on work days once a day in the morning to inform Goods Inward

Generate lists of goods receipts receiving today

Generates a list of orders in PDF format that should arrive today or tomorrow based on the configured delivery date. The system sends this list by e-mail to the purchaser. If there are no orders, an e-mail is still created stating that there are no orders. This task should be run on work days once a day in the morning to inform Goods Inward

Import addresses

Enables addresses to be imported from existing databases. You can import a list in ASCII or CSV format

Import cost centres

Enables costs centers to be imported from existing databases

Import delivery avis

Imports delivery avis in CBL format or order confirmations from the supplier regarding orders. The data can be imported from an e-mail mailbox or via the file system. This process should be carried out daily on work days as needed, from every 5 minutes to every 2 hours.

Import order confirmations

Imports order confirmations in CBL format or order confirmations received from the supplier for orders. The data can be imported from an e-mail mailbox or by using the file system. This process should be carried out daily on work days as needed, from every 5 minutes to every 2 hours

Import projects

Enables project cost codes to be imported from existing databases

Import types of cost

Enables types of cost  to be imported from existing databases

Import users

Enables user data to be imported from existing databases

Importer for currency conversion rates

Imports daily currency rates

Invoice acceptance

Sets processed invoices to the status Accepted

Invoice cancellation

Returns cancelled invoices to the supplier in an ASCII e-mail

Invoice completion

This task closes the processing of invoices, i.e. the invoices that have passed through the complete invoice process within the system successfully are assigned the status "Completed", which indicates that this invoice has reached end state. Nothing more is done to it

Invoice database update

Removes imported invoices from the invoice database or the invoice system.

Invoice exporter

This scheduled task controls and manages the status information on the invoices regarding whether the invoices were exported to the ERP system or not

Invoice matching

Matched imported invoices to the corresponding orders

Invoice processing

Checks whether invoices with the data on the corresponding delivery or order form match

Multimedia update

Deletes no longer required multimedia data in the system and on the server

OCI user care

Deletes OCI guest users from the user list after exiting the system once a day (at night). These are all those guest users who have accessed the system via OCI whose password has expired (it is valid for one day). The actual deletion is performed by the Delete data task, therefore it is advisable to set up OCI user maintenance as an interlinked task before the Delete data task

Oracle database update

Accelerates database access for ORACLE databases

Populate statistic scheme

Used to complete the analyses statistics graph. This task should run regularly to update statistics

Request for quotation

Request for quotation tasks are generated automatically for every request for quotation to a supplier once the auction period has expired. These processes are created automatically and close a tender or automatically award the contract. They do not appear in the overview

Templates manager

The template manager  is responsible for the resubmission of order templates (personal or disposition templates), He is only displayed if he was deactivated by an error

URL pinger for external catalogs

Checks whether external catalogs can be accessed

XML1 importer

Imports catalogs in the Healy Hudson XML1x format