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Automation Schedules to prepare and email statement.

  • April 18, 2023
  • 2 replies
  • 150 views
H
Freshman I
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Can some guide me on how to configure an automation schedule to prepare and email statement on Bi monthly basis

Best answer by Manikanta Dhulipudi

Hi @helpdesk37 

Currently I see the automation schedule support monthly basis or financial period wise.

Check the options and set it as needed

  1. Prepare Statement- Navigate to prepare statement and add a schedulers as shown as below.
  1. Email Statement.-Navigate to Print statement and add a schedulers as shown as below.

Thanks.

 

    2 replies

    Manikanta Dhulipudi
    Captain II
    Forum|alt.badge.img+15

    Hi @helpdesk37 

    Currently I see the automation schedule support monthly basis or financial period wise.

    Check the options and set it as needed

    1. Prepare Statement- Navigate to prepare statement and add a schedulers as shown as below.
    1. Email Statement.-Navigate to Print statement and add a schedulers as shown as below.

    Thanks.

     

    Acumatica Functional Consultant & Customer Experience Supervisor
    Chris Hackett
    Anacarina Calvo
    Pro I
    Forum|alt.badge.img+4

    Hi @helpdesk37 
    For the process to run on a bi monthly basis, on the Automation Schedule screen, when selecting Monthly, it allows to select Every N number of Months 
     

     

    Manikanta Dhulipudi
    Chris Hackett
    estebanperalta54
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