Automation Schedule doesn't pick Branch setup

​@Jonatas 

Here is what the help documentation says about the process with branch field.

https://help.acumatica.com/(W(10))/Help?ScreenId=ShowWiki&pageid=76757610-2d0f-4ead-a948-d67da24ec116

One other thing, check the conditions tab of the automation schedule and confirm that those conditions are being met.

Hope this helps!

Ed

Thanks Ed.
Yes, filters and settings are all right.

Hey there! 

I’ve seen this happen quite often, and I would say 80% of the time this happens it is because the global admin user does not have access to that branch. 
The global admin user (defined in Acumatica as “admin”), is used for back-end processes more often than not. 

One troubleshooting step mentioned in this post was to “change the branch on the top menu, open the screen and apply the filters it does have records to process:”

This is a fantastic step to perform troubleshooting, however the image provided appears that this possibly was done via a normal user account. Does this same step work if logged in with the “admin” account which is what processes Automation Schedules and Business events? The admin account may be missing a role to that branch in order to process that branch specific schedule. 

Information regarding the use of global admin account being used for back-end processing can be found in the automation schedule help documentation found here: 

Automated Processing: General Information
 

Yes ​@MissyMain41 , that’s what I most saw when searching out there.
But there’s no Role associated to the Company:
 

Thank you very much for your detailed info.

Hey there! 

I’ve seen this happen quite often, and I would say 80% of the time this happens it is because the global admin user does not have access to that branch. 
The global admin user (defined in Acumatica as “admin”), is used for back-end processes more often than not. 

One troubleshooting step mentioned in this post was to “change the branch on the top menu, open the screen and apply the filters it does have records to process:”

This is a fantastic step to perform troubleshooting, however the image provided appears that this possibly was done via a normal user account. Does this same step work if logged in with the “admin” account which is what processes Automation Schedules and Business events? The admin account may be missing a role to that branch in order to process that branch specific schedule. 

Information regarding the use of global admin account being used for back-end processing can be found in the automation schedule help documentation found here: 

Automated Processing: General Information
 

 

Hey there, 

Of course, anytime! It may still be worthwhile to login as that global admin and confirm it sees those records to process as well - perhaps restriction groups or some other security role could be a factor! Hope the solution is found soon I understand how frustrating this can be. 

Thank you, I appreciated it.
Yes, I had it initially checked with the super admin - Acumatica admin. Records are shown once I change the Branch.
What I’d expect is that the Branch is changed to NZ as setup in the Automation Schedule when the schedule is run by the admin, but it looks like it isn’t changing and just tries to run with the default Branch.