Acumatica Business Events - Create, Subscribe and Get Notified

Acumatica Business Events was introduced in 2018 R1, much anticipated feature for business to notify Acumatica users with custom business event notification.

Think about using these events for a business scenario
For example: Send an email notification based on Generic Inquiry (which pulls data from multiple sources/tables) and based on the results/records you can then trigger to send email or mobile notifications or have a scheduler based event to send emails.

Configuration: Acumatica business events allows you to configure on existing screen or new screens created via Generic inquires or custom screens, giving users flexibility to query the system and use the record-set to trigger based on field change value or record inserted or updated event Or you can schedule to run based on scheduler subscriber and notify the users.
I'm using record inserted event here as an example.

Notify Subscriber: It allows to subscribe to either email notification or mobile notifications which I find it very interesting as you can send mobile alerts/app notifications on to your favorite android or iphone devices.
Here is an example to send notification if a user places a Purchase order with $1 million.

I haven't tried the import scenario but I guess we could trigger to run an import scenario on scheduled basis to import web orders or other relevant data from FTP or file based systems.

Finally you can see the list/log of events being fired via view history and ensure people are getting notified to keep them on their toes or information on finger tip, whichever is appropriate. :)

Missing feature: We found these business events are savior to business however it's missing the ability to attach or send report/pdf files as email notifications, and we reported this to Acumatica suggestions/feedback and got a response that's this is planned for next major release, sweet.

Link: https://feedback.acumatica.com/ideas/ACU-I-1863

Comments

Acumatica Snapshots - Uploading and restoring large files

In Acumatica ERP, you can create company snapshots containing your company’s full or partial data. Snapshots that can be saved locally in the same database, or at a specified location. You can import and restore snapshot to another company, in this case test company, it's pretty handy tool very useful during implementations, customization and support/troubleshooting while you work with data. You will occasionally run into few technical issues with snapshots, the newer version now needs you to keep all users logged out and in maintenance mode to take snapshot, link to blog article here. Today we are going to discuss how to export and import snapshots which are larger in file size of above 1GB, this is not a limitation from Acumatica and more to do with constraint and default value set in IIS (Internet Information Server). IIS by default allows uploading of a file size of 1GB and it limits the upload process and it can be tweaked to upload upto 4 GB file size and that's...

Acumatica User Defined Fields/Values - UDF using attributes in 2018 R2

In 2018 R2 version Acumatica introduced new feature called "User Defined fields" in short UDF's. These fields allow users to configure existing document screens to capture custom data per document basis. New features like this really helps partner/customer to configure business workflow process, this capability built on a framework can now enhance existing documents like Sales order, purchase order or other document to collect custom data at transaction level using attributes. For more information on which documents/screens you can collect UDF's refer to Acumatica help In this example I have created few custom data that we would like to accept in our Print industry, this works pretty well with our Acumatica plugin PrintShop for Screen printing and embroidery companies, as business do accept different type of data and allows us to do minimal customizations. If your accepting custom data related to art work, then you can create those attributes ahead of...

Acumatica Import Scenario - Importing Attributes

Acumatica Attributes are type of pre-defined custom fields that users can utilize in capturing data, validating or storing information across Customers, Vendors, Inventory and various other data entry screens such as Leads, Opportunities, Projects, AP, AR etc. There are 5 different attribute types that you can store data in Acumatica Text : A text box into which the user can type text (Control Value 1) Combo : A list box users can use to type or select options (Control Value 2) Not available :) Checkbox : A check box users can select or clear (Control Value 4) Datetime : An element for selecting date and time (Control Value 5) Multi Select Combo : A list box where users can select multiple options (Control Value 6) You can manually configure each attribute by navigating to Configuration --> Common Settings --> Attribute screen and create attributes if they are fewer to keyin, however if you have large set of attributes that you would like ...

Search This Blog