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Recurring task by annually


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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. 

Best answer by MayomiRodrigo36

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.

 

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3 replies

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  • Acumatica Employee
  • 28 replies
  • Answer
  • December 11, 2023

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.

 


Laura02
Captain II
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  • Captain II
  • 3135 replies
  • December 11, 2023

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


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  • Author
  • Jr Varsity II
  • 38 replies
  • December 13, 2023

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


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