Salesmatrix version 4 allows the user to automate the
importing of data using the Windows Scheduled Tasks
Control
Additional Script command for Auto-loading Scripts
Most of these correspond with the options under advanced settings
in the Import Options screen. The options can be set so that for
example imports can happen monthly for a normal 2 year date set,
Weekly for the last 3 months and daily for the past months. Each
import can be set so that they go to separate datasets and do not
overlap each import.
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Setting Line in Script
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Description/Value
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AUTO_DEFAULTDSN =name
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The ODBC Database Source Name. If this is not set, then the
default name set in Tools/Options is used.
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AUTO_DATE_RANGE = value
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Values:
1 All Transactions
2 Last Month
3 Last 3 Months
4 Last 12 Months
If this is not set then the default range will be the last 2
years
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AUTO_DATE_FREQ = value
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Values:
1 Daily
2 Weekly
3 Fortnightly
4 Semi-Monthly
5 4-Weekly
6 Monthly
7 Quarterly
8 Half-Yearly
9 Annual
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AUTO_DATASET_NAME = value
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The dataset name as normally entered in the Import Options. If
this is set it will overwrite the existing set of data on the disk
with the latest set.
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AUTO_DATE_ADVANCED =value
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Values:
1 Use Advanced Dates
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AUTO_DATE_TODAY = value
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Values:
1 Set the last day of the import to
today's date.
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AUTO_DATE_CAT1 = value
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Values:
0 No Date Category 1
1 Periods grouped into Quarters
2 Periods grouped into Calendar Years
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AUTO_DATE_CAT2 = value
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Values:
0 No Date Category 2
1 Periods grouped into Quarters
2 Periods grouped into Calendar Years
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To automate the import, simply go to the 'Scheduled Tasks' control
panel and in the Run entry area type the following
line:
application scriptfile
where
application = the
full pathname of the Salesmatrix v4 application
scriptfile = the full pathname of the script file you wish to
load.
Ensure the "Start in:" directory is the same as the directory
where the Salesmatrix application is.
Next, click on the Schedule tab and enter in the details regarding
when and how often you want the import to run.
When the import runs using the Scheduled Tasks control, there is a
mimimum of screen activity. A few small information dialogs may
appear in the top left corner of the screen and at the completion
of an import a dialog will display that the import is complete.
This will disappear after a few seconds, so will not affect other
activities on the computer.
