<< Click to Display Table of Contents >> Navigation:  Modules > Asset Management > Software License Management > Credits and Debits > Setting up the job

Credits/debits must be set up as a timed operation.  The credits/debits engine runs silently when kicked off by the timed operation job.  The engine assesses credits and debits according to the settings, so that an export can be subsequently created in order to forward the financial information to your company's financial system.

To set up a timed operation you must have sufficient access.  Click on Settings/Admin from the left menu on Asset Management home page.  A sub-menu will appear under Settings/Admin.  Click on Timed Ops on the sub-menu.

Click on Add Record located in the upper right corner in the Actions section of the data area.  Give the job a description and choose S/W Debits/Credits as the job type.  Wait for the screen to refresh itself, then finish setting up the job by selecting a frequency for running (usually monthly), a start and end date, and one or more people to notify when the job runs.  Don't forget to check the Job is Active box.  Save your changes.  The job will now run on the appointed frequency and will email you the results each time it runs.

The timed operation for processing credits/debits requires an associated workflow set to handle the Credits/Debits static workflow.  Ensure a workflow has been created and set to handle the static Credits/Debits workflow.

The credit/debit engine simply prepares the financial records.  In order to transfer those records to your company's financial system, you must create an export.