Create Links Between Sales and Financial Parties

Use the Create Links Between Sales and Financial Parties scheduled process to Automatically create links between related sales and financial parties.

When to Use

This scheduled process:

We can automatically create links between ship-to, sold-to, and bill-to financial parties that are related to a sales party using the Create Links Between Sales and Financial Parties scheduled process.
We can link sales accounts with financial customers.
If we don't run this scheduled process, sales accounts with financial customers links aren’t automatically created.

Verify that you have the following privileges:

Verify that you have the following roles:

Review the following before scheduling this scheduled process:

Recommended Frequency:
- You can run this scheduled process on a need basis.
Compatibility:
- This scheduled process is self-incompatible. No two jobs can be run at the same time. The scheduled process goes into wait state if there is already one running.

Parameter	Optional or Mandatory	Description	Parameter Values	Special Combinations Required	Notes
Full Mode	Optional	Specify if all the records must be automatically linked.	Yes or No	None	If no value is selected, incremental load is run. If the value is Yes, all the records from the past five years are linked.
Batch Size	Optional	Specify the number of records that can be processed at a time.	Number	None	The default batch size is 10k records.
Number of Child Jobs	Optional	Specify the number of workers that can create links at a time.	Number	None	The default value is 10.
Orders Created After	Optional	Specify a date after which orders created must be processed.	Date	None	N/A

Check the log or output file and try to resolve the issue.
If the scheduled process didn't run successfully, you can re-submit the process after rectifying the error.
You can create a notification schedule. To do this: Click Advanced Options and go to the Notification tab on the Process Details page.