We have a customization project from a third party that has a license which needs to be renewed this time of the year every year. How to setup a reminder to ourselves about this renewal date approaching. I know the exact date at which this license expires each year and it is available in the acumatica system as well . However we do not have anything setup in the acumatica system that could inform us about the license expiry. This year we found the license has expired only after the system threw an error while processing a transaction .I would like to achieve three things here ,
- Acumatica system to let us know about the license expiry/renewal a month in advance
- Email to be sent to the third party inquiring whether the invoice is paid (whether they received money from us for renewal)
- Get confirmation from third party about the invoice and get a copy of the necessary API key to renew.
- Get confirmation from the third party that the new API is used and that the license is successfully renewed by them.
How to automate these three processes in acumatica ?