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In our business we have decided on a process where when we batch release Invoices, we want them to automatically create and send the invoice in an e-mail and attach the activity to the Invoice. If anyone else is looking to do this, I have written a GI that is attached to a Business Event and linked to a Notification Template. Please note we have Branches in Acumatica, so I have done this process for each Branch with a Condition in each GI for the Branch.
Here are screen shots from the GI Setup, note the requirement for the ARInvoice.NoteID field. This is required to attach the Activity to the invoice.
Here are the screen shots for the Business Events setup. Please note the Subscriber is the Notification Template (next section). Both the Business Event and Notification Templates can only be linked if they use the same screen, eg: the GI created above.
This is the Notification Template setup. It must be based on the same GI created earlier so it can link to the Business Event. To attach the Activity to the invoice, add the ARInvoice_noteID field the Link to Identity: field. I have configured the invoice to be attached as a PDF, you must link the invoice Document Type and Document Reference Number for this to work. The Business Event can be linked via the Notification Template, or vice versa.
The result is a nicely formatted e-mail with all of the dynamic information, at the click of single button. In our case, this could be several hundred e-mails with the single click of the Release All button. I realise this may be scary to some, but it is how we operate. The activity is also automatically attached to the Invoice.
Hopefully that may be of assistance for other people. Or just myself when I go to do this again and have completely forgotten how to do it.
Thanks so much for sharing this Stewart!
Thank you for sharing Stewart!
Any idea on how to get the activity to attach to a customer/supplier.
I've tried adding the Vendor.NoteID on a similar Notification template, but have had no luck getting it to attach to the supplier card.
Hi Kalumw,
AP and AR are two separate sets of data. The example I have given above is for ARInvoice. You could apply the same logic to the APInvoice.NoteID field instead. I don't see how you could really combine this into one GI, it would need to be two separate GIs, one for AP and one for AR.
Hopefully that makes sense.
Cheers.
Apologies, I just realised I misunderstood the question. I take it you want the activity note to appear against the Customer / Supplier, not the AR / AP Invoice? I'm not sure how the logic would work that way, as you are processing the activity on the AR / AP Invoice not the customer. Having said that, I can confirm the activities do appear in the customer / supplier profile, so in effect that is how it works. You will see the activity both against the AR / AP invoice and customer / supplier profile the AR / AP invoice was for.
Please see below a screenshot taken from a customer Activities tab. Most of these entries are from the automated process above.
If I have missed the point of your question (again) please let me know.
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