Setting Up Daily Processing
Daily processing runs a number of processes that update your data.
- Time – all of the Daily Processing tasks run at this time. We recommend that you set a time between 02:30 and 04:30. The tasks won't take long to run, but they must be run overnight.
- Last scan date – last time daily processes were run.
- Auto "Hold" accounts with invoices overdue – Overdue accounts are customers that have an unpaid invoice (SINV or SJIN), older than the customer's credit terms plus their grace period. When selected, customers are placed on hold if the account if overdue, plus an additional number of days typed in the box.
- Reset budget spends – resets budgets for contacts and departments according to the frequency set in the Budget clears on boxes.
- Daily recalc summary (months) – Summaries are used when analysing ranges and groups. The Gap Analysis report, and Matrix Analysis by Range both refer to range and group summaries, so if you use these, this is recommended. Type the number of months you want the calculation to include, then select the option. Maximum number of months is 24 (which does not include your current month).
- Clear down audit – users' actions in Horizon are audited, but take up space in your database. When selected, Clear down audit deletes data from the audit table that is older than the number of Months to keep typed.
- Update product priority based on last X days – products' priorities are updated based on the number of sales order lines for the product, within the last number of days specified. If you have sold 300 of a product in the last X number of days then the priority will be 300.
- Update keywords – Update keywords is processed overnight.
- Generate Sales Customers' Top 20 – The Top 20 products ordered by a customer are calculated for use with the Insert items pane. They are calculated based on the last 180 days trading on sales invoice figures. The items returned are in catalogues which are in use and not expired. The item must not be out of use. The items are ordered by the sum of the quantity ordered.