By using this website, you agree to our Terms of Use (click here)
I am working to try and automate my companies orders processing so in particular QTs that don't need manual attention get sent to the customer. I was originally thinking about using a GI with a number of filters that binned the data based of location (US, Canada, International) and when a QT hit the filter it would trigger a Business Event with a Notification Templet a Report Attached (pdf). But, I came to the realization that the number of different filters were going to get hard to manage and it could be too easy for someone to change the filter parameters and screw up the entire process.
To simplify my filter situation and protect the process I was thinking about doing the following:
- Create a GI that contained either all QTs or all orders generated by the SO301000 page. (The additional order types would allow for future development.)
- Run a Business Event when a record is inserted that would trigger Import Scenarios.
- Each of the Import Scenarios could trigger the report through the "Action: Email Sales Order/Quote" but would have different Source Restrictions ensuring the right report goes out based off of Country ID
I'm really wondering if this seems logical or if anyone has something else that they have done?
-Adam
Sounds good theoretically, except I don't think that you need to use CREATE SUBSCRIBER -> Import Scenario on the Business Events (SM302050) screen. I think you can use CREATE SUBSCRIBER -> Email Notification instead.
Then, use the ATTACHED REPORTS tab on the Notification Templates (SM204003) screen to attach the report to the email:
@timrodman I the reason that I'm thinking about going away from using the Email Notification is because I was 1) tying to get away from having different GI filters that would trigger the different emails and 2) we do have to change the hold status of QTs and SOs based off of some of there parameters.
Since my initial post I have come to realize that their are other ways to achieve the first part of that, we are planning on using Customer Classes so we can set the Report and Notification Template at that level, I believe the second part will still need and Import Scenario.
Unfortunately, we are currently running into an issue with our version of Acumatica 2019 R2 Build 19.205.0023 that is preventing the Import Scenario from looking at any source restrictions. So, we are investigating if it is a bug and/or if we are just going to update to 2020 R2.
Ah, gotcha. If it's a bug, hopefully it's been fixed already in another build.