Hi, I want to send an automated daily email of daily receipted stocks from Acumatica. I need them to be broken up between companies/branches and by item class if possible. Business event is what I am thinking, but I’d like to get your thoughts on how you would do it. Any recommendations are welcome 😊
Solved
Email automation for Daily Stock Received
Best answer by MarkD
Hi, I’ve configured this by:
- Creating a GI for POReceiptLine and populate all required information
- Exported it to Report
- Modify report designer and published to site
- Setup Business events on schedule, email notification subscriber and an automation schedule and I am now receiving the Daily Stock Receipts report on an excel spreadsheet with all the details required
+6
+4Hey
I think you’re on the right track, a Business Event on a schedule will do the trick. Prior to configuring that though, you’ll need to create your Report or GI. If you are looking for what was received that day, I would look at the POReceiptLine as your starting point. Set a date filter so it only looks at today, then start adding whatever relevant fields you need.
You may have to do an Inner Join to InventoryItem to be able to grab Item Class, and if CompanyID doesn’t live in POReceiptLine, I would tie into its header, POReceipt.
Once everything is set up as you like, it’s easy enough to set up the Business Event on a Schedule, and do an Email Notification as its subscriber. Within the Email Template you can configure attaching your fancy new report to an email:
Hope that gets you close, good luck!
Hi, I’ve configured this by:
- Creating a GI for POReceiptLine and populate all required information
- Exported it to Report
- Modify report designer and published to site
- Setup Business events on schedule, email notification subscriber and an automation schedule and I am now receiving the Daily Stock Receipts report on an excel spreadsheet with all the details required
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