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Question

Can you create shipments early on Process Orders


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Setting up Process Orders screen with the goal of creating shipments 2 days prior to the request/ship date if the item is available.

 

How do I set up the automation schedule for this scenario:

Today is June 15th.

SO00001 has a Request Date of June 17th.

On June 15th, the shipment should get created automatically with a Shipment Date of June 17th.

 

However, there are also scenarios where the item that is shipping is not available until the shipment date of June 17th. In these cases, the automation should run as soon as the item is available and should retain the shipment date/request date of June 17th.

 

Current set up below:

 

In this set up, it only works in the first example above. Today is June 15th, item is available, and the request date is 2 days from now.

However, in the case this item was completed in production on June 17th, I would want the shipment to be created for June 17th. But with this automation schedule, it would create the shipment for June 19th instead.

 

How can I create an automation schedule that creates a shipment two days in advance with a shipment date of the SO request date? And if the item only comes available 1 day in advance or on the same date, it stills creates the shipment with a shipment date of the SO request date?  

5 replies

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  • Freshman I
  • 10 replies
  • February 28, 2025

@jwarren, so you never found a viable solution?  Or is it just because my dates are off?  I had all that setup when I saw your original post.  I may just end up opening a ticket we have Acumatica assisting us with our implementation and they say it can be done and i’m on a time crunch for go-live.


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  • Author
  • Varsity III
  • 112 replies
  • February 28, 2025

What worked for me was dropping the Shipment date in above Filter values see below.

There is nothing in the conditions tab, and the schedule runs every 2 minutes.


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  • Freshman I
  • 10 replies
  • February 28, 2025

weird for some reason something must be off on my side (on v2024 R1). literally have the same settings as you and it doesn’t want to roll.  guess i’m going to have to open a ticket.

 


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  • Freshman I
  • 10 replies
  • February 28, 2025

on a side note, what do you think about Acumatica?  I see your name in many community posts, so i’m guessing you’ve been using a few years now.


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  • Freshman I
  • 10 replies
  • March 7, 2025

This issue was solved by opening a case and @DasunPerera helped us by identifying the “admin” user was longer present in our environment.  Once that user was created the process began working.


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