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Recurring task by annually

  • 17 November 2023
  • 3 replies
  • 45 views

Good day everyone,

In Acumatica Cloud ERP 2023 R1 Build 23.107.0022, is there a possible workaround for us to set a recurring task by annually for specific workgroup?

Thank you in advance. 

3 replies

Userlevel 3
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This can be possible by creating a business event and run it using an Automation schedule. You need to set the automation schedule to run monthly and set it to be executed once for every 12 months.

To get more information on this, you can create a case to acumatica support with more details of the requirement.

 

Badge +18

Hello @chenwm ,

Do you mean “Biannually” (Every 2 years)?  If so, use Schedule Type = By Financial Period and then enter 24 periods.

This configuration will work fine if the fiscal year contains 12 Periods in a year.

Bi-Annual schedule - every 24 months

Laura

Userlevel 4
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Thank you @Laura02 @MayomiRodrigo36 for the workaround. Appreciate it. 

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