Solved

I created a new report and need help to create a businee event

  • 26 June 2023
  • 4 replies
  • 27 views
ramuv9
Rank
Userlevel 3
Badge

Hello all,

I created a new report which display the project transactions for selected Branch, from and to period. Client would like to get it in the email every Monday for previous period. Can anyone help me ?

Branch: ABC
From: 05-2023
To: 05-2026
 


This is similar to Transaction for Period report (Acumatica default report ScreenId=GL633000).
Could you please help me to create a business event for ScreenId=GL633000 and based on it I can create it for the report which I created.

Ram

icon

Best answer by ramuv9 11 July 2023, 14:07

View original
Ram@Tayana - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

4 replies

ramuv9
Rank
Userlevel 3
Badge

Sorry for typo in above topic.
It is :-
Branch: ABC
From: 05-2023
To: 05-2023

Ram@Tayana - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
Rank
Userlevel 7
Badge

Hi @ramuv9 were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
ramuv9
Rank
Userlevel 3
Badge

Hi @Chris Hackett 

Yes, I am able to create the business event.

To achieve this I updated the default period in the report to previous month and directly referred the report in the business event.

Thank you

 

Ram@Tayana - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
Rank
Userlevel 7
Badge

Thank you for sharing your solution with the community @ramuv9!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved