Create Export Schedule

You can extract information from the Simphony configuration database on demand or you can schedule a recurring export job. You can then import this information into an inventory management system.

Integrated menu items can be imported and exported at the Enterprise level only. Single menu item objects (that is, Menu Item Master, Menu Item Class, Menu Item Definition, and Menu Item Price) can be imported and exported at other levels. Other objects (for example, Discount, Employee Class, and Major Group to name a few) can be imported and exported at various levels.

Create a schedule to run an export job on a recurring basis (for example, weekly or monthly). You can create schedules only for exporting files. You cannot create a schedule to import files.

Perform the following steps in the Simphony Web Portal (SWP):

1. Click Import/Export.
2. Click Schedules.
3. Click Add Schedule.
4. In the Name field, enter the export schedule name.
5. Select a Start Date when the export begins.
6. In the Time of Day field, enter the time when the export runs (use 24-hour time in the format hh:mm).
7. Select the frequency of the export schedule:

   • To run the export on a specific day each week, select one or more days of the week. For example, to set the export to occur every Tuesday, select Tuesday.

   • To run the export on a specific date each month, enter one or more dates (separated by commas) in the Dates to Run field. For example, to set the export to occur on the 3rd and the 15th day of each month, enter 3, 15.

8. Select Active, and then click Create.
9. To disable an active schedule from the Schedules page, click the Disable link adjacent to the appropriate schedule.

   You can deactivate a schedule, but you cannot delete it. When you deactivate a schedule, export jobs associated with that schedule do not process.