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ACH Notifications missing


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  • Jr Varsity III
  • 39 replies

We upgraded from 2019r1 to 2020r2.  We had a notification set to go out when we paid our vendors with ACH and not it seems to have disappeared.  Does anyone else send a notification to ACH payees?  Whats the best way to do it?

Best answer by gmercede

Business Event

Acumatica thru the versions has gone away from automation notifications to Business Events.  Business Events monitor generic inquiries and can send trigger based Notification Templates when conditions match.

In 2021 R1 you can create the business event directly from the payment screen by clicking on Tools and thru the last couple of versions this now supports screens directly as opposed to just generic inquiries.

For details on how to set this up, try this video.

https://youtu.be/-v1Cy9aV9pI

and this for 2020 R2 improvements

https://youtu.be/W0WB0AEpMdY

 

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3 replies

gmercede
Varsity I
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  • Varsity I
  • 76 replies
  • Answer
  • March 31, 2021

Business Event

Acumatica thru the versions has gone away from automation notifications to Business Events.  Business Events monitor generic inquiries and can send trigger based Notification Templates when conditions match.

In 2021 R1 you can create the business event directly from the payment screen by clicking on Tools and thru the last couple of versions this now supports screens directly as opposed to just generic inquiries.

For details on how to set this up, try this video.

https://youtu.be/-v1Cy9aV9pI

and this for 2020 R2 improvements

https://youtu.be/W0WB0AEpMdY

 


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  • Author
  • Jr Varsity III
  • 39 replies
  • April 21, 2021

That worked out well.  Thank you


gmercede
Varsity I
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  • Varsity I
  • 76 replies
  • April 21, 2021

Glad this helped :-)


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