Create a Cloud Scheduler Process in Planful

It is recommended that you create a Cloud Scheduler Process in Planful to run the DLR. To do so, follow the steps below.

1. Navigate to Maintenance > Admin > Cloud Scheduler > Process Flow.

2. Create a Process Flow and add tasks with the Data Load Rule task type.

3. Select the DLR just created and schedule it to run. Below is a screenshot of a Scheduled Process for GL Data where the Period selected is Current Financial Year.

   

   For detailed information on how to set up processes in Cloud Scheduler, see the Cloud Scheduler guide.