What job polls should I set up in Sage Paperless Construction?

Version 2021 and later

Two Job Poll jobs, DB Backup and DB Backup log, must be set up.  They're noted as "REQUIRED" below. Discussing job poll recommendations with your business partner is crucial to determining what works best for your workflow and products.

For specific Job Poll Configuration, "how to" information on the jobs, and for details on all jobs available in the Job Poll refer to Sage Paperless Construction Help.

IMPORTANT: Schedule the start times for these different jobs to be staggered, avoiding simultaneous generation.

1. Sage 100 Attachment Sync / Sage 300 Attachment Sync
   Creates the pvsync search file and writes the link to the paperclip in accounting.
   • Recommended settings:
     • Run 4 times per day
     • Every 4 - 5 hours
     • Delete weekends
     • The file path MUST be a UNC path
2. Database Maintenance (Referred to as DB Backup in versions 2020 and earlier):
   REQUIRED for database indexing tasks performed in the background.
   • Recommended settings:
     • 1 time per day at Midnight (0:00)
     • Include weekends
     • Local path to the folder on the SQL server
       (Default example is C:\Sage Paperless Construction\Database\SQL Backups)
     • Permitted on a separate drive (be sure to confirm permissions)
     • Set to Email On Failure
3. DB Backup log:
   REQUIRED for database size maintenance.
   • Recommended settings:
     • 2 times per hour; 30 minutes apart EXAMPLE: At 3 minutes; and again at 33 minutes.  

1. APFlow Mailer
   APFlow reviewers e-mail with a summary of unapproved invoices in their pReviewer inbox.
   • Recommended settings:
     • 4 times per day - suggested
     • You can retrieve the email address from which they want the notifications to come from the SMTP settings
     • Use Message Override to change the stored procedure in SQL assigned to this job. For example, set it to dbo.sp_Message_Invoices_NoLink so the link to ePortal isn't included in the reviewer's e-mail. Consult with your SQL administrator to know what stored procedures you have available or to create a custom one.
2. Document Routing AP Invoice
   Returns completed invoices routed in the DocRoute module to "Returned" status in the Doc Route" folder in APFlow
   • Recommended settings:
     • 1 or 2 times per day
3. Document Routing Notifications
   Notification e-mail w/ summary of new documents routed to the user in Document Routing since the last notification.Sends a notification to the recipient of a DocRoute module route with a summary of the new documents routed to them since the last notification.Sends a notification to the recipient of a DocRoute module route with a summary of the new documents routed to them since the last notification.
   • Recommended settings:
     • Hourly
4. Document Archive
   Archives documents that are at the archive date or were manually added to an Archive Addendum.
   • Recommended settings:
     • Monthly
5. Invoice Check Backfiller
   Backfills check the date and check number from your Sage 300 CRE or Sage 100 CON to invoices indexed in Sage Paperless Construction.
   • Recommended settings:
     • Daily
       Note: Don't run more frequently than daily.
6. PEImporter
   Required for import jobs set up in the Capture Importer to run and import files from the locations specified in the job setup.
   • Recommended settings:
     • Hourly
7. Queue Notification
   Sends a notification to every user queue owner with a summary of the number of documents currently in the queue for which they're marked as "owner".
   • Recommended settings:
     • Hourly (Tip: set for a few minutes after the PEImporter)

 TIP:  Make sure that jobs don't all start simultaneously. You can stagger them but starting them at the 3-minute mark, 7-minute, etc. 

Folder watch imported documents aren't moving in Sage Paperless Construction?
Sage Paperless Construction: How do I set up the AP Check Backfill?
How do I set up a Folder Watch in Sage Paperless Construction?
Sage Paperless Construction: Job Poll Log Viewer shows Error "Job DB Backup failed" "Operating system error 5 Access denied."