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Allison Tentis

Recurring Tasks - Month End

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Does it send out at the beginning of the last day of the month, or the end of day ? 

How do I get it so that X3 sends me an accounting report at the end of the day, of the last day of the month?

  • 0

    If you create a recurring task, and in a report put date parameters to filter, you can put the value of date in recurring task at the section of RELATIVE DATE.

    In Date field, X3 see you the parameter of your report, and you can configure a base date (date$) or a formula to configure and special interval. You can set this to be every day at a certain time or configure to send end of month as well with formulas.

    Here is an example of a recurring report I built out in the past:

  • 0 in reply to Rafael

    Have you ever used the "month end" check box before ?

  • 0 in reply to Allison Tentis
    verified answer

    Yes, those work well and here is the online help reference about the fields.:

    • Days of the month (field QUANT)

    If you selected Monthly, you can indicate one day of the month, ranging between 1 and 31, and/or select the Month end check box.

    For accounting tasks: If the MULBATCH – Multi-instance batch task parameter (CPT chapter, ACC group) is set to Yes, you can enter a unique value for each recurring task.
    • Month end (field FDM)

    If you selected Monthly, select this check box to run the task on the last day of each month unless the date is excluded by the calendar code.

    For accounting tasks: If the MULBATCH – Multi-instance batch task parameter (CPT chapter, ACC group) is set to Yes, you can enter a unique value for each recurring task.
  • 0 in reply to Rafael

    So, if I check that, does it run at the beginning of the day, or at the end of the day ? Will I get the last day of the month's data in my report ? 

  • 0 in reply to Allison Tentis

    Per below, it will be end of month and you can run recurring task to be end of day using the relative date/time formula.

    For accounting tasks: If the MULBATCH – Multi-instance batch task parameter (CPT chapter, ACC group) is set to Yes, you can enter a unique value for each recurring task.
    • Month end (field FDM)

    If you selected Monthly, select this check box to run the task on the last day of each month unless the date is excluded by the calendar code.

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