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Using Common Features for Oracle Applications Cloud
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7 Scheduled Processes

Scheduled Processes: Explained

Use scheduled processes to manipulate records in a batch for a specific business need. Processes can be scheduled and submitted to achieve a desired result that impacts a select set of records, for example to create, update, or delete records. Other processes provide printable output that contains information based on records. Some processes do both, for example, creating records and providing a report about the new records.

Each process that you run is based on a job, which is the executable that determines what options are available to you and what the process can do. You can submit the same process using different parameters and other settings. Each process submission has a unique process ID.

A process can also be based on a job set, which contains multiple jobs to be included in one process submission. In some cases, when you submit a process, other processes are invoked to automatically run, based on logic. This is not the same as a process set, which is a defined set of processes.

You can:

  • Submit most predefined processes directly on the pages you work in.
  • Always access the Scheduled Processes Overview page, using Navigator - Tools - Scheduled Processes, to run and monitor all processes that you have access to.
  • Use the Reports and Analytics pane to submit reports that are registered as scheduled processes. This pane is available in various work areas, including the Reports and Analytics work area (Navigator - Tools - Reports and Analytics).

Note

For lists of predefined scheduled processes, see assets with the Scheduled Process type in Oracle Enterprise Repository for Oracle Fusion Applications (http://fusionappsoer.oracle.com).

Parameters

A scheduled process might have parameters that you can set to control which records are included or how they are to be affected by the process. For example, date range parameters can limit the scope of the process to records that are effective within a period that you specify. In some cases, you might see conditional parameters, which are made available to you only after you set a specific parameter and are based on the value that you entered for that parameter.

Schedule

The default schedule for a scheduled process is to run as soon as possible. If you select the advanced mode in the Process Details dialog box, you can specify the exact dates and times to run the process, or set the process to run at a specified interval within a date range. If available, you can also select a saved schedule that your administrator has defined.

Output

Many scheduled processes provide printable output that presents specific information in a predetermined template. These processes, or the output itself, are also referred to as reports. There are many types of reports, for example financial or regulatory statements and listings of records that meet specified parameters. If you select the advanced mode in the Process Details dialog box, you can set more output options.

Notification

You can select to receive an e-mail when the scheduled process ends. If you select the advanced mode in the Process Details dialog box, you can also determine which users are notified if the process ends with a specified status.

Process Sets: Explained

A process set is a type of scheduled process that contains at least two scheduled processes to be run in a specific order as part of one submission in serial or parallel, or based on other predetermined logic. Process sets can contain any number of individual processes as well as other process sets.

There can also be multiple levels of nested process sets within a single process set. For example, a process set can include three processes and two process sets, one of which contains another process set.

Just as individual processes are based on jobs, process sets are based on job sets. A job set is a predefined set of jobs to be included in one process submission, and a job set itself can contain nested job sets.

To submit a process set from the Scheduled Processes Overview page, proceed as you would to submit any process, but select Job Set for the Type option group. A process set itself does not have parameters; you set parameters for individual processes within the set as needed. You do determine schedule, output, and notifications for the entire process set as you would for any process submission.

Hierarchy

When you select to run a process set, the Processes tab in the Process Set Details section lists all the individual jobs in the job set that the process set is based on.

Each job and job set within the job set that you are submitting is considered a step and has a unique step ID. The Path column shows the step ID of the job, preceded by the step IDs of its parent job sets within the hierarchy, if any. You use the path information mainly to differentiate between multiple instances of the same job within a job set.

The Job Set column in the Processes tab represents the parent of each job in the hierarchy.

For example, you are submitting a process set based on Job Set A. This job set contains Job 1 (with a step ID of Step1) and Job Set B (Step2), which contains Job 2 (Step2a) and Job 1 again (Step2b). This table shows what the Processes tab displays for this example.

Job Definition Path Job Set

Job1

Step1

Job Set A

Job2

Step2.Step2a

Job Set B

Job1

Step2.Step2b

Job Set B

Process Options: Examples

When you submit a scheduled process, click the Process Options button to set options, such as language and time zone. If you are submitting the process to run on a schedule, your settings apply to every run in the schedule.

Process options affect the data to be processed, as well as the output template text, if any. These options override what is set in general preferences (under Settings and Actions - Personalization - Set Preferences).

Language

You set the language process option to Spanish, while your general language preferences have the Current Session field set to Japanese. The report output template text and report data are displayed in Spanish. If you do not set the language process option, then the report is displayed in Japanese.

Currency

You set the currency process option to Euro, while your general currency preference is set to Yen. The process performs calculations based on the Euro and the output displays all monetary amounts in Euro.

Managing Submitted Scheduled Processes and Viewing Output: Points to Consider

After you submit a scheduled process, you can manage it, for example, by canceling the process while it is still running. You can also view the report output, if any, that is available when the process ends.

Managing Submitted Processes

Monitor the progress of the scheduled process in the table on the Scheduled Processes Overview page or elsewhere. Refresh the table to get the latest status.

After the process completes, you can:

  • View the report output that the process generated, if any.
  • View the log, which provides information about the process submission, such as details about why it resulted in error.
  • Resubmit the same process.

If you are on the Scheduled Processes Overview page, you can also:

  • Manage the process while it is still running:
    • Cancel the process submission.
    • Put the process run on hold.
    • Release the process so that it is no longer on hold and continues to run.
  • View submission notes, which is text that you entered when submitting the process.
  • View completion notes, which are automatically generated when the process reaches a final state, summarizing how the process completed.

Viewing Output

On the Scheduled Processes Overview page, select the process and go to the end of the Details section. On other pages, use the View Output column in the table where you monitor submitted processes.

You can republish to view or export the output in a different format, without resubmitting the same process.

  1. Click the Republish button
  2. Click the Actions icon button.
  3. Hover on Export and select a format.

    Note

    There is no difference between selecting the Data format and using the XML Data icon button next to the Republish button.

Scheduled Process Statuses: Explained

After you submit a scheduled process, it can go through many statuses until a last one, when the process reaches a final state.

This table explains the possible process statuses, and the Action Required column indicates that:

  • No (in progress) - The process was submitted and has not yet reached a final state. You or administrators don't need to do anything to move the process along.
  • Yes - You or administrators need to do something to get the process to another status.
  • No (final) - The process is done running, and nothing else can be done for the process.
Status Description Action Required?

Blocked

At least one other running process is incompatible with and currently blocking your process. The situation will be automatically fixed.

No (in progress)

Canceled

The process was canceled. You can't restart it, but you can resubmit with the same parameters or submit a new process.

No (final)

Canceling

The process is currently moving to the Canceled status.

No (in progress)

Completed

The main part of the process completed and postprocessing, such as sending notifications and generating output, has started.

No (in progress)

Error

The process finished running and ended in error.

No (final)

Error Auto-Retry

The process ended in error but will automatically run again.

No (in progress)

Error Manual Recovery

The process ended in error and requires an administrator to retry to move the process to a final state.

Yes

Expired

The process didn't run before the end of its schedule. You can't restart it, but you can resubmit with the same parameters or submit a new process.

No (final)

Finished

The main part of the process and postprocessing have completed. The process will move on to a final state.

No (in progress)

Hold

The process is put on hold and needs someone to release it before it can continue running.

Yes

Paused

The process is paused so that another process that was automatically invoked can run first.

No (in progress)

Pending Validation

Some validations, for example related to security, are performed on the process before it can start running.

No (in progress)

Ready

The process passed validation and is about to start running.

No (in progress)

Running

The main part of the process is currently running.

No (in progress)

Schedule Ended

The process already reached a final state, and its schedule has ended.

No (final)

Succeeded

The process is completely done, and everything was successful.

No (final)

Validation Failed

The process failed validation and requires an administrator to resolve the issue.

Yes

Wait

The process passed validation but is not able to start running yet, due to system resources.

No (in progress)

Warning

The process finished running and ended with a warning, for example a notification failed to send.

No (final)

FAQs for Scheduled Processes

How can I change the report output for the scheduled process that I'm submitting?

Use the advanced mode in the Process Details dialog box to set report output options for the scheduled process that you're submitting. If you don't define any output settings, you'll get the default output.

  1. Click the Advanced button in the Process Details dialog box.
  2. Open the Output tab.
  3. Add at least one output document to be generated with the selected layout and format.

    Note

    For format:
    • PDF: Is the best option if you want to print the output.
    • Excel (mhtml): Supports embedded images, such as charts and logos, but can be opened only in Excel 2003 or higher.
    • Data: Gives you report data in XML, used mainly for customizing layout.
  4. You can define one or more destinations to send each output document to, for example to a particular e-mail recipient or printer.

Why are scheduled processes displayed in a hierarchy?

A scheduled process with lower levels below it might be a process set. The hierarchy represents the organization of processes or process sets within a specific process set.

A scheduled process might invoke other processes to run automatically, so those processes are displayed in the hierarchy on the level below the original process.