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Question

How to schedule or automate Cash Flow Forecast in IFS Applications 10?

  • April 15, 2026
  • 0 replies
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  • Do Gooder (Customer)

Hi everyone,

We are currently using IFS Applications 10 and we are looking for a way to automate our Cash Flow Forecast process.

Currently, we are refreshing/generating the forecast manually, but we would like to schedule this task to run automatically (e.g., every night or at specific intervals) so the data is always up-to-date when the finance team starts their day.

I have a few questions regarding this:

  1. Is there a standard Scheduled Database Task available for refreshing Cash Flow Forecast data? If so, what is the exact name of the task?

  2. Are there any specific parameters or "Snapshot" settings we should be aware of when running this as a background job?

  3. If a direct scheduled task is not the recommended way, what are the best practice alternatives for automating the cash flow refresh in App 10?

Any guidance or screenshots of the setup would be greatly appreciated!

Thanks in advance for your help.