Scheduled SFM Processes Configuration Screen
• Enables the user to create/edit/clone/delete a Scheduled SFM Process
• Enables the user to manually run a scheduled SFM Process
• The General Info tab enables users to:
◦ Define the Process Name, Id, and description for the scheduled SFM process
◦ Make the process Active
◦ Select one or more SFM Transactions to schedule from the list of available SFM Transactions
▪ Only Source to Target (child only and header &x; child) and Standalone Edit type of SFM Transactions, which are Complete, are supported for scheduled execution
▪ Only SFM Transactions that have Qualifying Criteria for the header object are eligible to be scheduled
◦ Configure one or more Apex services to execute at scheduled intervals.
▪ For each service, these attributes apply: Object Name, Qualification Criteria, Service/Class Name, Batch Size
▪ Batch Size refers to number of qualifying records processed by the Apex service per batch
▪ Below are the available out-of-the-box services which can be scheduled. For more details, refer to
Standard Apex Services section.
▪ IPRD_CreateInitialCounterReading for Installed Product
▪ IPRD_CounterRollupService for Service/Maintenance Contract
• The Schedule & Notifications tab enables users to:
◦ Select the days and times the process will run in terms of days of the week or dates of the month
◦ Schedule processes for multiple days and times
◦ Set a time zone for the process
◦ Enable status logging in Salesforce in a ServiceMax Job record
◦ Select the configured Salesforce user that will receive the email notification message of the scheduled process status