Summary #
While the Connector can process information on a daily, weekly, or even monthly timeframe, some issues may persist and knowing how to process a single day can be helpful. Or you may not want to process up through the current date, so setting a cutoff date would be beneficial.
This guide will assist in being able to process information from a singular date, or from your last processed date to a specified cutoff.
Single Day Processing #
In order to access single day processing you will first need to select your Entity upon opening the connector. This is in the highlighted section below.
Next, select the Select Dates checkbox where several drop-down boxes will populate. The highlighted drop boxes correlate to RECIEPTS and BILLS. But you would select start dates for any information the connector would pull for (cash movements, inventory adjustments, etc.).
For processing a single day, you can select BOTH the Start Date and End Date to be matching. However, only the start date is necessary. If you’re wanting to use the connector to pull all processes, you will need to select a start date for each category.
Now you are able to run any process for a single date.
Multi-Day Processing #
First you will need to select your Entity from the dropdown menu.
Next, select the Select Dates checkbox where several drop-down boxes will populate. The highlighted drop-down boxes correlate to RECIEPTS and BILLS. But you would select start dates for any information the connector would pull for (cash movements, inventory adjustments, etc.).
For processing a specific range, you will need to select BOTH the Start Date and End Date for your desired range. If you’re wanting to use the connector to pull all processes, you will need to select a start and end date for each category.
Now you are able to process from a specified range.