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Nimble AMS Scheduled Job Options

Nimble AMS enables organizations to schedule, run, and calculate specific jobs for a variety of uses, without the need to build custom code and still give you the choice to build and schedule custom jobs.

In the event you are running into issues scheduling any of these jobs, you may have an issue with an orphaned cron trigger. You can follow the steps in this Salesforce article (external); if the issues persist, please reach out to Nimble AMS Support for assistance.

Standard Jobs

Scheduled Job NameApex ClassesAdditional Feature Required For Job Access?Scheduled Job UseHow To Schedule via Point and Click Methods

Calculate AR Aging

CalculateARAgingN/AThe Calculate AR Aging job, when scheduled, updates the Invoice AR Aging field on Order records to provide at-a-glance details regarding how long an order has carried a balance since being submitted.
  1. From Setup, Search and Navigate to Installed Packages.
  2. Click Configure beside Nimble AMS.
  3. Under Scheduled Jobs, mark the checkbox beside Calculate AR Aging.
  4. Click Apply; once this has properly saved, the status will change to Scheduled and the 'Next Scheduled Run' column will populate with the next run date.

After scheduling this job, this will continue to be queued to run every day at 1:00am.

Calculate Account Financials
  1. CalculateAccountFinancials: It updates the Account Balance and Account Money Spent fields when run.
  2. CalculateAccountFinancialsRU: It updates the Total Affiliate Balance and Total Affiliate Money Spent fields when run. It runs to roll up the totals from that job up to the Parent Affiliations.
N/A

The Calculate Account Financials job, when scheduled, updates the following fields each night:

  • Account Balance
  • Account Money Spent
  • Total Affiliate Balance
  • Total Affiliate Money Spent

These fields will reflect the total balances and payments from orders linked to the viewed account and its affiliates.

  1. From Setup, Search and Navigate to Installed Packages.
  2. Click Configure beside Nimble AMS.
  3. Under Scheduled Jobs, mark the checkbox beside Calculate Account Financials.
  4. Click Apply; once this has properly saved, the status will change to Scheduled and the 'Next Scheduled Run' column will populate with the next run date.

After scheduling this job, this will continue to be queued to run every day at 1:00am.

This job can also be run manually on an individual account at any time by selecting the Calculate Financials custom link, generally located under the "Account Links" section on any account detail page.

Calculate Event RevenueCalculateEventRevenueN/A

The Calculate Event Revenue job, when scheduled, compiles and calculates the current total revenue for an Event.


As this job runs nightly, it is possible that the revenue will not appear correctly if additional registrants have processed orders since the last run.

  1. From Setup, Search and Navigate to Installed Packages.
  2. Click Configure beside Nimble AMS.
  3. Under Scheduled Jobs, mark the checkbox beside Calculate Event Revenue.
  4. Click Apply; once this has properly saved, the status will change to Scheduled and the 'Next Scheduled Run' column will populate with the next run date.

After scheduling this job, this will continue to be queued to run every day at 1:00am.

Committee Membership Status UpdaterBatchUpdateCommitteeMembershipStatusN/AThe BatchUpdateCommitteeMembershipStatus class, when scheduled, sets up a nightly schedule to update any committee membership statuses that have changed (i.e., Current to Past). This assists in maintaining an up-to-date count of active committee memberships.
  1. From Setup, Search and Navigate to Installed Packages.
  2. Click Configure beside Nimble AMS.
  3. Under Scheduled Jobs, mark the checkbox beside Committee Membership Status Updater.
  4. Click Apply; once this has properly saved, the status will change to Scheduled and the 'Next Scheduled Run' column will populate with the next run date.

After scheduling this job, this will continue to be queued to run every day at 12:00am.

Handle Business EventsBusinessEventHandlerJobsBusiness EventsAll Nimble AMS packaged triggers call into this handler if the business events framework is enabled and this job is scheduled. This will then check to see if there are business events configured for the object that was just triggered, and if so, will then check to see if any evaluate as true for those records. If all criteria are met, this will fire the platform event for that record.
  1. From Setup, Search and Navigate to Installed Packages.
  2. Click Configure beside Nimble AMS.
  3. Under Scheduled Jobs, mark the checkbox beside Handle Business Events.
  4. Click Apply; once this has properly saved, the status will change to Scheduled and the 'Next Scheduled Run' column will populate with the next run date.

After scheduling this job, this will continue to be queued to run every day at 1:00am.

Order Processor MonitorOrderProcessorMonitorN/A

When scheduled, the Order Processor Monitor sends an email to Nimble AMS Support if any self-service orders have remained in the queue for longer than a day and finds potential problems in the Self-Service Order Process.

This job does not need to be scheduled if your organization is currently using Community Hub, but will still be in use during transitions from Self-Service sites to Community Hub or while using a Self-Service/Community Hub Hybrid model.

  1. From Setup, Search and Navigate to Installed Packages.
  2. Click Configure beside Nimble AMS.
  3. Under Scheduled Jobs, mark the checkbox beside Order Processor Monitor.
  4. Click Apply; once this has properly saved, the status will change to Scheduled and the 'Next Scheduled Run' column will populate with the next run date.

After scheduling this job, this will continue to be queued to run every day at 1:00am.

Process Scheduled PaymentsScheduleLinesProcessorJobFlexible Payments
  1. From Setup, Search and Navigate to Installed Packages.
  2. Click Configure beside Nimble AMS
  3. Under Scheduled Jobs, mark the checkbox beside Process Scheduled Payments.
  4. Click Apply; once this has properly saved, the status will change to Scheduled and the 'Next Scheduled Run' column will populate with the next run date..

After scheduling this job, this will continue to be queued to run every day at 2:00am.

Recognize Deferred Revenue

DeferredRevenueRecognizerN/AWhen scheduled, the Recognize Deferred Revenue job will recognize all deferred revenue based on their deferred revenue schedule.
  1. From Setup, Search and Navigate to Installed Packages.
  2. Click Configure beside Nimble AMS.
  3. Under Scheduled Jobs, mark the checkbox beside Recognize Deferred Revenue.
  4. Click Apply; once this has properly saved, the status will change to Scheduled and the 'Next Scheduled Run' column will populate with the next run date.

After scheduling this job, this will continue to be queued to run every day at 1:00am.

Reconcile Unsettled PaymentsReconcileUnsettledPaymentsN/AWhen scheduled, the Reconcile Unsettled Payments job will run daily to reconcile all unsettled payments within their configured gateway, updating any payments that have been settled since the previous run.
  1. From Setup, Search and Navigate to Installed Packages.
  2. Click Configure beside Nimble AMS.
  3. Under Scheduled Jobs, mark the checkbox beside Reconcile Unsettled Payments.
  4. Click Apply; once this has properly saved, the status will change to Scheduled and the 'Next Scheduled Run' column will populate with the next run date.

After scheduling this job, this will continue to be queued to run every day at 2:00am.

Recurring Payment TransactionsBatchRecurringPaymentTransactions

The Recurring Payment Transactions Batch job looks for successfully settled card transactions with the date range given. By default, the date range is within the past 31 days or since the last scheduled job run. For each successfully settled credit card, an ARB credit card payment, payment line, and transaction records are created and a processed payment email is sent to the payer. For declined credit cards, a declined payment email is sent to the payer.

This scheduled job is only used by legacy implementations. It is unrelated to the modern Flexible Payments feature.

  1. From Setup, Search and Navigate to Installed Packages.
  2. Click Configure beside Nimble AMS.
  3. Under Scheduled Jobs, mark the checkbox beside Recurring Payment Transactions.
  4. Click Apply; once this has properly saved, the status will change to Scheduled and the 'Next Scheduled Run' column will populate with the next run date.

After scheduling this job, this will continue to be queued to run every day at 6:00am.

Send Order Confirmation EmailsSendOrderConfirmationN/A

Processes and automates the sending of Order Confirmation emails when an order has been processed in Community Hub.

If this job is not scheduled, Order Confirmation Emails will not be sent out upon order creation automatically, and would instead need to be manually sent via the Order Confirmation button on the order's detail record. 

This job does not automate order confirmation emails if the order was created in staff view.

  1. From Setup, Search and Navigate to Installed Packages.
  2. Click Configure beside Nimble AMS.
  3. Under Scheduled Jobs, mark the checkbox beside Calculate Event Revenue.
  4. Click Apply; once this has properly saved, the status will change to Scheduled and the 'Next Scheduled Run' column will populate with the next run date.

After scheduling this job, this will continue to be queued to run every 5 minutes. 

Upcoming Recurring Payment NotifierBatchUpcomingRecurringPaymentNotifierFlexible Payments

The Upcoming Recurring Payment Notifier job sends an upcoming email to the account whose next payment date is 15 days after the given notification date. By default, the notification date is today.

An email is sent only if the account is a person account with an email or a company whose primary contact has an email.

  1. From Setup, Search and Navigate to Installed Packages.
  2. Click Configure beside Nimble AMS.
  3. Under Scheduled Jobs, mark the checkbox beside Upcoming Recurring Payment Notifier.
  4. Click Apply; once this has properly saved, the status will change to Scheduled and the 'Next Scheduled Run' column will populate with the next run date.

After scheduling this job, this will continue to be queued to run every day at 5:00am.

Update Account Geolocations

BatchGeoLocator

N/A
  1. From Setup, Search and Navigate to Installed Packages.
  2. Click Configure beside Nimble AMS.
  3. Under Scheduled Jobs, mark the checkbox beside Update Account Geolocations.
  4. Click Apply; once this has properly saved, the status will change to Scheduled and the 'Next Scheduled Run' column will populate with the next run date.

After scheduling this job, this will continue to be queued to run every day at 3:00am.

Update Exchange Rates

ExchangeRatesUpdaterJob

N/AWhen scheduled, the Update Exchange Rates enables updating exchange rates of international currencies. This eliminates the need to manually update and maintain the exchange rates while using Internationalization in Nimble AMS. 
  1. From Setup, Search and Navigate to Installed Packages.
  2. Click Configure beside Nimble AMS.
  3. Under Scheduled Jobs, mark the checkbox beside Update Exchange Rates.
  4. Click Apply; once this has properly saved, the status will change to Scheduled and the 'Next Scheduled Run' column will populate with the next run date.

After scheduling this job, this will continue to be queued to run every day at 1:00am.

Update Permission Set Assignments

PermissionSetAssignmentUpdaterJob

N/A


  1. From Setup, Search and Navigate to Installed Packages.
  2. Click Configure beside Nimble AMS.
  3. Under Scheduled Jobs, mark the checkbox beside Update Permission Set Assignments.
  4. Click Apply; once this has properly saved, the status will change to Scheduled and the 'Next Scheduled Run' column will populate with the next run date.
After scheduling this job, this will continue to be queued to run every day at 10.00pm.
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