Questions GI Action on a Schedule

Hi Taylan,

Just to make sure I understand correctly, are you talking about the ENTRY POINT tab on the Generic Inquiry (SM208000) screen which allows you to select the Enable Mass Actions on Records checkbox like this?

Which enables the MASS ACTIONS tab that allows you to list actions like this:

Which then shows up on top of the Generic Inquiry like this:

Assuming that's the feature you are talking about, I'm not aware of a way to add a schedule. I think you'd have to have a developer code a processing screen in Acumatica to make that happen.

But that would be a great idea to enable on a Generic Inquiry. I just created an idea if you want to go vote on it:
https://feedback.acumatica.com/ideas/ACU-I-1479

Another idea would be to just send the invoices automatically when they are released using the Automation Steps (SM205000) screen.

Tim,

Yes, that is exactly the actions I was talking about. I thought about using the Notifications, but could not because the email addresses it offers is very limited. For example, there is no way to choose a customer's billing/shipping/main email address. I looked into the Automation Steps in the past, will give it a try again, but as far as I remember, it was not very intuitive or user friendly.

Do you know, if the Automation Steps would engage even when the invoices batch released through AR501000 (Release AR Documents) screen? 

Thank you.

I was just trying to get the Automation Steps idea to work, but I'm not able to do it the way I was originally thinking.

Then I realized, is there any particular reason why you aren't just using the Email Invoice/Memo action on the Print Invoices and Memos (AR508000) screen?

When an invoice is created its status is "Balanced". I want to email all the invoices whose status is anything but "Balanced", and AR50800 screen won't let me filter by status. Hence, I have been looking for an alternative way.

As a side note, did you know that when you schedule on this screen, the schedule does not run on the time it is set, because it runs based on the server time, not your local time. You can test this by a GI and showing Now() in results. In my case, it is 4 hours ahead of EST. Acumatica confirmed this little bug.

Ah, knew I was missing something. What if you just added the Status field to the screen? You can add it with a Customization Project. All you need to do is check a box and publish the customization project:

Then it will add the field to the screen like this:

Regarding the server time, I have definitely seen that before, but I don't have a very good grasp on where it uses server time instead of the timezone of the user.

Tim,

First off, I really appreciate how you take time to explain things with meaningful screenshots.

I will give it a try at the end of the day when there is no users in Acumatica. I don't want to publish it and kick people out.

Thank you.

Absolutely. A picture is worth a thousand words.  😎 

Just note with Customization Projects that they can get complicated really fast. In this case though, it's simple because the Data Access Class that you need is already wired up to the screen. You're just exposing an additional field.

It worked 🙂

Thank you Tim.

Hi Taylan,

FYI, someone from Acumatica responded with a way to schedule an action on a Generic Inquiry using the new Business Events feature that is available in Acumatica 2018.

To read about it: https://feedback.acumatica.com/ideas/ACU-I-1479