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Process Orders - Create Shipment (Automation Schedule)

  • June 16, 2023
  • 6 replies
  • 264 views

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Are we able to set up a Create Shipment automation schedule that creates a shipment based on the sched shipment date/request date earlier than the actual shipment date?

 

Ex.

Sched Shipment Date/Request Date is June 20th.

We want the shipment to be created on June 18th with a shipment date of June 20th. So when June 20th rolls around, we just have our warehousing team confirm the shipment on its way out.

 

I’d expect this to be easy to set up but seems as though this processing screen only works on the day of shipment? I must be missing something here.

Best answer by smuddurthi81

@jwarren hope it help for you!

 

Automate Scheduling in Acumatica: Streamline Your Workflow

6 replies

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  • Author
  • Semi-Pro I
  • June 16, 2023

Are we able to set up a Create Shipment automation schedule that creates a shipment based on the sched shipment date/request date earlier than the actual shipment date?

 

Ex.

Sched Shipment Date/Request Date is June 20th.

We want the shipment to be created on June 18th with a shipment date of June 20th. So when June 20th rolls around, we just have our warehousing team confirm the shipment on its way out.

 

I’d expect this to be easy to set up but seems as though this processing screen only works on the day of shipment? I must be missing something here.

Think I figured this out by just dropping the shipment date filter from the filter values on automation schedule.

 


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  • Freshman I
  • February 27, 2025

can you share the screen shots of what you have configured?  We working on go-live and want to test automation schedule for “process shipments” for sales orders and i keep getting zero results.

 


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  • Varsity I
  • Answer
  • February 28, 2025

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  • Varsity I
  • February 28, 2025

@jwarren  Please check this as well!

Can you create shipments early on Process Orders | Community


Isharam
Freshman I
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  • Freshman I
  • September 4, 2025

@bwaldie instead of having multiple order types on the condition try having only one filter. that worked for me. 


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  • Freshman I
  • September 5, 2025

@Isharam The issue was related to how Acumatica processes scheduled tasks and not the setup of the routine.  It began working after the piece that was missing was resolved, which I learned after opening a ticket.