Skip to main content

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.

Linkhttps://feedback.acumatica.com/ideas/ACU-I-1863






Comments

Popular posts from this blog

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 the lim…

Acumatica Snapshot creation without switching on Maintenance mode Warning

New Security Feature: Snapshot creation without switching on Maintenance mode.

One of the really cool things for System administrator dealing with Acumatica is taking snapshots and being able to re-create another instance or Company, however this led to creating bad records or corrupted data as we are taking snapshots other users might be using the system and there was a good chance of data corruption.

In the latest release 2017 R2 Acumatica now warns user with a message "The snapshot may contain corrupted data because you are not in maintenance mode." letting you know not to take snapshot of the live instance without switching the maintenance mode.



Step 1: Navigate to System --> Management --> Apply Updates, click on the button "Schedule Lockout" and specify the reason for lockout 

Step 2: Navigate to System --> Management --> Manage Companies and click on Create Snapshot

Step 3: Don't forget to remove the lockout. 

Such incremental features allows Acu…

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 time and use …