EQD: Report Scheduler

Auto Scheduler Guide

Introduction

e-Quantum’s Auto Scheduler is used to automate recurring tasks such as imports, exports, and reports. It includes:

Scheduler Configuration (within e-Quantum)
Auto Scheduler Engine (a separate desktop application)

⚠️ The Auto Scheduler should run continuously (24/7), only pausing for backups during a configured "sleep" period.

Installation Overview

1. Download Keys

Log into e-Quantum as Supervisor.
Go to: File > Utilities > Install/Update > Install Modules
Click Download, then Exit.
Restart e-Quantum when prompted.

2. Install the Auto Scheduler Engine

On the server or dedicated PC, go to: Q2000 > WSFAX
Run SETUP.EXE to install the engine and place a shortcut on the desktop.

3. Configure Email Settings

Go to: Q-Net > Q-Net Maintenance > Internet Configuration > Email Settings
Enter SMTP server, username, and password.

User Security

To grant access to the scheduler:

Go to: File > Security > QSend > Scheduler

Assign permissions per user/group:
- Allow Report Scheduling
- Display Scheduler Log
- Scheduler Status
- Scheduler Configuration

Scheduler Configuration Tabs

Notification

Configure admin email alerts for task/report status.
Optional: email logs with custom or default subject lines.

Sleep

Set sleep time and duration (15–480 minutes) to align with backups.

Tasks

View, add, edit, or delete miscellaneous tasks.
Access logs for each task.

Miscellaneous

Enable self-updates after new EQ versions.
Print/view Scheduled Job Information report.

Task Types and Scheduling Options

Below are some common task types and their available intervals:

Task	Description	Intervals
Export EDI/PDF Files	Export electronic orders	Daily, Hourly, Every 2 hours
Import EDI Files	Import external data	Daily, Hourly
Export Vendors to CRM	Push vendor data to QCRM	Daily, Monthly, Last Day
Verify Last Invoice Date	Run verification utility	Daily, Monthly, Last Day
...	(Many more – see full task list in PDF)	...

Note: Each task can only be scheduled once.

Adding or Editing Tasks

Go to: QSend > Scheduler > Scheduler Configuration > Tasks tab
Click Add to create or Edit to modify a task.
Choose job type, interval, start time, and notification options.

Scheduling Reports

Set sort and range selections first.
Use relative dates like "today" or "month to date."
Click the Auto Scheduler icon on the report screen.

Report Intervals

Daily
Day of Month
Weekly (1st–5th week)
Last Day of Month
One Time Only
On Demand

Notify and Email Options

Enter a Notify Email to send report copies.
Configure delivery method and cover page remarks.

Running Reports Immediately

Highlight a scheduled report and click Run Now from the configuration screen.

Logs

View logs by highlighting a task and clicking View.
If the button is inactive, toggle Auto Refresh off/on.
Logs indicate success/failure and troubleshooting messages.

Deleting Tasks or Reports

Highlight the task/report in the configuration screen.
Click Delete to remove it.

Display Scheduler Log

Access via: QSend > Scheduler > Display Scheduler Log

Filter by date, task type, status, and user.
View additional details and task-specific logs (if available).
Note: Logs are auto-purged after 30 days.

Scheduler Status

Check the current status (Running, Sleeping, Waiting) and change it as needed from the Scheduler Status screen.

Launching the Auto Scheduler

Double-click the Q-Scheduler icon on the desktop.

Click Start to begin processing tasks.

Click Menu to:
- Exit the Scheduler
- View Scheduler Activity
- Resume or Suspend tasks