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Tasks that can be linked to ARM and Standard Reports

jgrotte
Freshman I

Howdy y’all!

I am trying to find a way to create tasks that would be linked to certain reports (ARM and Standard reports), like a month end checklist for finance users.  

However, I see that Tasks can only be set for leads, contacts, opportunities, business accounts, cases, employees and projects.  I also researched Business Events but those seem to only be linked to Generic Inquiries.  There are no Activity tabs on the reports so I can’t use that option either. 

Am I perhaps missing something super obvious? 

Thanks!

 

 

 

Best answer by Kristen Schneider

Hi Jenni,

Acumatica’s Scenarios are a great tool for creating month end and other checklists.  They consist of Tasks and Sub-Tasks and they can include actions like running specific reports, be dependent on other tasks being completed first, etc.  If you search for “managing scenarios” in the Acumatica Help, you’ll get the info you need to learn how to set them up.

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Jenni Grotte, Consultant, HOOPS, Inc
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3 replies

K
Freshman III

Hi Jenni,

Acumatica’s Scenarios are a great tool for creating month end and other checklists.  They consist of Tasks and Sub-Tasks and they can include actions like running specific reports, be dependent on other tasks being completed first, etc.  If you search for “managing scenarios” in the Acumatica Help, you’ll get the info you need to learn how to set them up.

jgrotte
1 person likes this
  • jgrotte
    jgrotte
jgrotte
Freshman I
  • jgrotte
  • Author
  • Freshman I
  • 14 replies
  • July 9, 2021

Hi Kristen,

Thank you so much for pointing me in the right direction.  I really appreciate it!  I’ll be starting a deep dive into Scenarios to get up to speed.

Thanks again!

Jen

Jenni Grotte, Consultant, HOOPS, Inc
C
Jr Varsity III
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  • cwomack98
  • Jr Varsity III
  • 63 replies
  • October 29, 2021

Hello Kristen,

Is there an example scenario out there somewhere for month end?  

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