Automate NextGen® Enterprise PM Processes

NextGen® Background Business Processor Help 8

Configure an Automated Task

Automating NextGen® Enterprise PM tasks in the NextGen® Background Business Processor application requires three steps: Create a package. Create one or more jobs for the package. Schedule the package. Parent topic: Automate NextGen Enterprise PM Processes

NextGen® Background Business Processor Help 8

Create NextGen® Background Business Processor Jobs

Open or create a package. Select the Jobs tab. Select the Open Menu button on the Package Properties window and select New. The Job Properties window displays. Enter a name for the job in the Job name field and select the job type from the list in the Job type field. In the Run as practice field, select the practice for which you want to send collection letters. Indicate the actions you want NextGen® Background Business Processor to take when the job successfully processes or fails to process. You can configure how NextGen® Background Business Processor responds to job success or failure by selecting options in the following fields: If job succeeds , then: Select the action you want NextGen® Background Business Processor to perform when the job processes successfully. The options are: Quit package as success Go to the next job If job fails, then : Select the action you want NextGen® Background Business Processor to perform when the job processes unsuccessfully. The options are: Quit pa

NextGen® Background Business Processor Help 8

Maintaining NextGen® Background Business Processor Jobs

You can run each job individually, view job history, change job sequence, enable and disable jobs, and delete jobs. Run NextGen Background Business Processor Jobs Individually View Job History Copy Jobs Change Job Sequence Enable and Disable Jobs Using Date Part and Counter Tokens in File Names Delete Jobs Parent topic: Automate NextGen Enterprise PM Processes

NextGen® Background Business Processor Help 8

Configure Print or Export Settings

In the NextGen® Background Business Processor job, you can configure the Print/Export Settings in the job action. On name of the job action, select the ellipsis button. The Print/Export Settings window opens. On the Print/Export Settings window, select one of the following: If you want the letters or statements or reports to be printed, select Print - indicate printer name below and then select the printer. Note: Make sure that the printer name you specify is installed for the user account on the server on which the NextGen® Background Business Processor Engine runs. If you want the letters or statements or reports to be exported, select Export - indicate export file name below and then enter the export file name in the location. On the Export file overwrite option list, select one of the following: To overwrite an existing export file with the same name when it exports the file, select Use the specified file name (and overwrite the file if it exists). To include a date part or counter

NextGen® Background Business Processor User Guide

Automate NextGen® Enterprise PM Processes

Automating NextGen® Enterprise PM processes in the NextGen® Background Business Processor application requires three steps: Create a package. Create one or more jobs for the package. Schedule a package.

NextGen® Background Business Processor User Guide

Configure an Automated Task

Automating NextGen® Enterprise PM tasks in the NextGen® Background Business Processor application requires three steps: Create a package. Create one or more jobs for the package. Schedule the package.

Automate NextGen® Enterprise PM Processes

Recommendations

Configure an Automated Task

Create NextGen® Background Business Processor Jobs

Maintaining NextGen® Background Business Processor Jobs

Configure Print or Export Settings

Automate NextGen® Enterprise PM Processes

Configure an Automated Task

Automate NextGen® Enterprise PM Processes

Configure an Automated Task

Create NextGen® Background Business Processor Jobs

Maintaining NextGen® Background Business Processor Jobs

Configure Print or Export Settings

Automate NextGen® Enterprise PM Processes

Configure an Automated Task