I'm curious how others are leveraging Business Events for automation beyond basic email notifications. Have you found any creative use cases that have significantly reduced manual work for your users?
This is a follow up to some of my AI posts. Looking for ideas
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How Are You Using Business Events Beyond Notifications?
+1Best answer by bwhite49
Business events can be used to automate almost anything in Acumatica.
Import scenarios into processing screens
This is situationally a good idea. This does not work well with high volume processing screens. The idea of this is to fill in the gaps where stock processing screens fail. One example that we have deployed an automation on a processing screen is creating purchase orders by sales order. Acumatica creates purchase orders grouped by vendors by default, but not by sales order. So, if this is a requirement, you can solve by creating a business event to run various parameters in the processing screen to get the desired result.
Another example is closing production orders through the Close Production orders screen based on conditions about the production order. Say you need the actual production order costs to be within a certain percentage of the planned cost - You can do that through a BE automation.
Creating GI processing screens.
This is my favorite. I have one GI automation that assigns various flags to the orders to handle order exceptions. Say if the order is shipping to a certain region, the order is above a certain weight, or if a specific item is on the order which sends the order into a different workflow, then you can create a GI processing screen to ID those attributes about the order and send the orders into different workflows.
This is really strong for shipment creation. We have deployed this solution many times around shipment creation.
Another area where this has been useful is printer routing. Based on specific conditions about the shipment/order you can send the order to different printers. We solved this through a hybrid between a customization and a BE.
Printing based on specific sorting conditions.
We have one customer that prints batches of documents twice a day and they needed those documents to be printed based on 3 sorting conditions. Building a GI to define what needs to be printed in that specific sorting and then building a BE to run an import scenario to run the printing action can solve that.
Creating activities/cases/transactions
BEs are great for creating activities, cases, receipts, etc. automatically. There are many reasons why this type of thing is needed and BEs can solve it.
+12Business events can be used to automate almost anything in Acumatica.
Import scenarios into processing screens
This is situationally a good idea. This does not work well with high volume processing screens. The idea of this is to fill in the gaps where stock processing screens fail. One example that we have deployed an automation on a processing screen is creating purchase orders by sales order. Acumatica creates purchase orders grouped by vendors by default, but not by sales order. So, if this is a requirement, you can solve by creating a business event to run various parameters in the processing screen to get the desired result.
Another example is closing production orders through the Close Production orders screen based on conditions about the production order. Say you need the actual production order costs to be within a certain percentage of the planned cost - You can do that through a BE automation.
Creating GI processing screens.
This is my favorite. I have one GI automation that assigns various flags to the orders to handle order exceptions. Say if the order is shipping to a certain region, the order is above a certain weight, or if a specific item is on the order which sends the order into a different workflow, then you can create a GI processing screen to ID those attributes about the order and send the orders into different workflows.
This is really strong for shipment creation. We have deployed this solution many times around shipment creation.
Another area where this has been useful is printer routing. Based on specific conditions about the shipment/order you can send the order to different printers. We solved this through a hybrid between a customization and a BE.
Printing based on specific sorting conditions.
We have one customer that prints batches of documents twice a day and they needed those documents to be printed based on 3 sorting conditions. Building a GI to define what needs to be printed in that specific sorting and then building a BE to run an import scenario to run the printing action can solve that.
Creating activities/cases/transactions
BEs are great for creating activities, cases, receipts, etc. automatically. There are many reasons why this type of thing is needed and BEs can solve it.
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+1Thanks for the insight here, going to be experimenting a lot more!
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+7My replies are created in part with the help of proprietary AI, built with my AI skills, curated and maintained myself. Most replies are tested on local instances before they go up, and all are reviewed before posted.
@elijahr83 since you’re coming at this from your AI posts, here’s one where a business event is the triggered step in an AI flow. It uses the business event and import scenario approach @bwhite49 describes.
Our team built it at the Summit 2026 hackathon for field service appointments:
- AI Studio reads the tech’s appointment notes and checks a box when the tech has to come back.
- A GI lists the appointments with that box checked.
- A business event on the GI fires when a new appointment shows up in it.
- The business event runs an import scenario that creates the follow-up appointment, so nobody creates the return visit by hand.
On 2026 R2, a business event can run the AI step itself too. We haven’t tried that part yet, so sandbox it first.
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