Acumatica Sales Order Automation: Triggering Notifications for Unlinked Purchase Orders
This video content explains how to configure Acumatica to trigger an event notification when a sales order is created without a linked purchase order.
(a) Challenges
When a sales order is created in Acumatica, users can select a checkbox to indicate that the order requires a linked purchase order. However, sometimes users may forget to link the actual purchase order number. This oversight can cause problems down the line.
(b) Solution: Automating Notifications
To address this challenge, Acumatica can be customized to automatically send an email notification to alert the user when this scenario occurs. The solution involves:
- Creating a Generic Inquiry: A generic inquiry is set up to identify sales orders where the “mark for PO” box is checked but the PO number field is empty.
- Setting up a Business Event: A business event is triggered when a new record meeting the criteria of the generic inquiry is inserted (i.e., a new sales order with the “mark for PO” checked but no PO number is created).
- Configuring an Email Notification: An email template is created containing details about the sales order, such as the sales order number, inventory items, and the user who created the order. This template is attached to the business event.
Benefits:
- Improved Data Accuracy: By ensuring that sales orders are properly linked to purchase orders, businesses can improve the accuracy of their data, which is essential for effective inventory management and financial reporting.
- Increased Efficiency: Automating this notification process saves time and reduces the risk of manual errors.
- Proactive Issue Resolution: The timely notification allows users to address the missing purchase order link immediately, preventing potential delays or problems further down the line.
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