Create a batch job

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

A batch job is a group of tasks that are submitted to an Application Object Server (AOS) instance for automatic processing. Batch jobs are run by using the security credentials of the user who created the job. Use the following procedure to create a batch job. The demo data company used to create this procedure is USMF.

Create the batch job

  1. Go to Navigation pane > Modules > System administration > Inquiries > Batch jobs.
  2. Click New.
  3. In the Job description field, type a value.
  4. In the Scheduled start date/time field, enter a date and time.
  5. Click Save.

Create a recurrence

  1. On the Action Pane, click Batch job.
  2. Click Recurrence. Use these options to enter a range and pattern for the recurrence.
  3. Click OK.

Add alerts

  1. On the Action Pane, click Batch job.
  2. Click Alerts. Indicate if you want alert messages sent when the batch job ends, has an error, or is canceled. Then specify if you want the alerts to be displayed as pop-up messages.
  3. Click OK.

Adjust batch job status

  1. Go to System administration > Inquiries > Batch jobs.
  2. Select the appropriate batch job.
  3. On the Action Pane, click Batch job > Functions > Change status.
  4. Select the appropriate status:
    • Withhold: Set the batch job as withhold so it is withheld from the batch job scheduler. Equivalent to stop.
    • Waiting: Set the batch job as waiting so it is waiting to be picked up by the batch job scheduler. Equivalent to go.
  5. Click OK.