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Is it possible to update field values using Automation steps? I know I can by rolling out a customisation but I haven't done much at all in the automation steps space. Essentially my client creates a Shipment to print the pick list but the goods may not go until the end of the week/month. They want the shipment date to be updated to NOW when the Confirm the Shipment.
Any comments would be appreciated.
This reminds me of a post from @daniel-o who was trying to do something similar:
https://www.augforums.com/augforums/acumatica-distribution-modules/automatically-email-shipment-confirmations-and-record-when-shipment-actually-sent/
Checkout that post. There is a screenshot in there that I think will give you what you are looking for.
No problem. I got your back. Google searches can never 100% do the job that people can.
I agree with your comments in the post that it is a people issue as well 👍
Ya, so many problems with ERP systems are actually related to process, people, and politics, but of course the software gets blamed for it.
Hey Tim!
I would love to learn about this topic, but the link you posted above is no longer active or it says I don't have credentials to view it. We're having a similar issue where we're trying to create a report on our shipments, but because we don't always ship our orders the same day they are printed that is causing some issues.
Thanks!
Hey Hazen,
Sorry about that, that post was causing trouble and slowing the site down for some reason so I had to rename it. I update my previous post with the new link. It should work now.