The following SRV Tasks should be set up to run on a Weekly basis. All SRV jobs for Merchant Ag PM are listed. Avoid scheduling SRV task simultaneously or at midnight to prevent conflicts or poor performance. Scheduling of SRV Task should follow the needs of each Location.
Apply Customer Payments
Function- Apply Customer Payments to the oldest unpaid invoice on the Customer Account.
Recommended Frequency- Weekly
Can be run manually?- Yes
Job Failure- Possible implications at end of the Financial Period. Re-run manually prior to processing Finance Charges. If manual processing fails, contact EFC (615) 864-8555.
Cargas Import Customer Information
Function- Import new Cargas customers
Recommended Frequency- Weekly
Can be run manually?- No
View the customer information imported here.
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Customer ID, a range of customer IDs will be reserved for Cargas accounts and new customer accounts without fuel deliveries can be created outside this ID range. In the instance that the ID received is less than 8 digits long, leading zeros will be added.
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Name
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Address
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Bill To which references the 00 Ship To address. Any additional Ship To addresses with be assigned the ID 01, 02, etc..
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Contact Person
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Phone 1
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Customer Type which will appear in the Credit Comment field in the Credit tab of the account
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Division which will appear in the Credit Comment field in the Credit tab of the account
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Credit Limit
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Email address, those marked as Primary Contact are added to the account header and those flagged for email statements will be added to the Info > Settings tab.
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Statement Email Address found on the Info > Settings tab.
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Location ID found on the Ship To tab added by default to the 00 Ship To address. Any additional Location IDs are added to the 01, 02, etc. as needed
Complete Purchase Orders
Function- Updates Purchase Orders with the status of Completeable to Complete. Any difference between the Accounts Payable invoice and Received amount on the Purchase Order is written off.
Prior to scheduling this SRV Job, access Merchant Ag FIN Access Parameters to set the Tolerance for when a Purchase Orders should be automatically completed.
Recommended Frequency- Daily
Can be run manually?- Yes
Job Failure- No implication unless it fails several days in a row.
Cleanup SRV Reports
Function- Deletes any SRV Report directories older than the parameter set in Historical Report Years set in Merchant Ag FIN
Recommended Frequency- Weekly
Can be run manually?- No
Job Failure- No implication unless it fails several days in a row.
Create Agrimine Files
Function- Creates and FTPs sales and inventory files for Item Categories marked Reportable.
Recommended Frequency- Weekly
Can be run manually?- Yes
Job Failure- No implication unless it fails several days in a row.
Create Vendor ACH File
Function- FTPs the file to the bank for any vendor that was paid by ACH.
Recommended Frequency- Weekly
Can be run manually?- No
Job Failure- CRITICAL! Notify EFC (615) 864-8555 immediately.
Download A/P from Vanguard
Function- Creates and prints or saves a PDF of the report of all AP transactions from Vanguard Ag in the SRV Reports directory.
Recommended Frequency- Weekly
Can be run manually?- Yes
Job Failure- No implication unless it fails several days in a row.
Download CFS Payment Plans
Function- Download the current CFS Payment Plans for the County.
Recommended Frequency- Weekly
Can be run manually?- Yes
Job Failure- No implication unless it fails several days in a row.
Download Vanguard Invoices
Function- Download Invoices from the previous day from Vanguard.
Recommended Frequency- Daily
Can be run manually?- Yes
Job Failure- Invoices from the previous day will be missing. Do not manually run until scope of the issue has been determined.
Import UPCs from True Value
Function- Import UPCs from True Value
Recommended Frequency- Weekly
Can be run manually?- Yes
Job Failure- No implication unless it fails several days in a row.
Move C&G Transactions to CFS
Function- Download the current CFS Payment Plans for the County.
Recommended Frequency- Weekly
Can be run manually?- Yes
Job Failure- No implication unless it fails several days in a row.
Post ACH Payments to Vanguard
Function- Creates an ACH payment for the current Vanguard remittance for all invoices that are not marked On Hold. All invoices will be marked as Paid and a payment to the TFC vendor will be created. Invoices in the remittance can be reviewed in the AP menu of Merchant Ag PM.
Recommended Frequency- Weekly
Can be run manually?-Yes
Job Failure- Reason for failure should be investigated by checking Vendor Detail and reviewing if remittance is still due on invoices. Report failure due to data issue immediately to EFC (615) 864-8555 If the failure was due to a connectivity issue, run the job manually.
Submit Bonnie Plant Sales
Function- FTPs a total of all sales for items marked as Bonnie Plants in Item detail by multiplying quantity sold by standard cost for all items.
Beginning with Merchant Ag 4.7.9.2, SFTP will be used when transmitting sales totals.
Recommended Frequency- Daily
Can be run manually?- Yes
Job Failure- No implication unless it fails several days in a row.
Unsettled Child Orders Notify
Function- Email a report of all unsettled child split orders.
Recommended Frequency- Weekly
Can be run manually?- Yes
Job Failure- No implication unless it fails several days in a row.
Upload Customer Changes to CFS
Function- Uploads Customer changes to CFS
Recommended Frequency- Weekly
Can be run manually?- Yes
Job Failure- No implication unless it fails several days in a row.
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