HI,
I am wanting to create a business event o send an email to all staff before a payrun is opened, the message will notify manager to approve all outstanding leave before the payrun is opened and processed.
My question is, without a trigger (i.e opening the physical pay run) is there a way that I can do this in the acumatica platform?
Best answer by meganfriesen37
Hi Quintin,
You’ll need to have a Generic Inquiry that includes the email addresses of the folks you want to notify. This may just be a list of unapproved/unreleased time activities/time cards and the employee’s reports to manager or the time card approver Or if you need to notify all employees, then I’d set up an inquiry with all active employees and their email address.
On the Business events page you’ll want to pick the type “Trigger by Schedule” and if you’re sending it to the managers, you probably want to use the Raise Event by Group of records and group on the “Reports to” or “Approver” field. Add any conditions (i.e. exclude time cards with a start date greater than today for future time cards)
Add your email notification template on the Subscribers page and on the Schedules page create a new schedule to run Weekly, every 2 weeks on Friday at whatever time you want to send it out. On the “Details” tab also make sure to check off that there’s no execution limit or it will only run once.
Also - If you want to have a group of records display in a table in the email body, this post over at AUG forums was super helpful to me: https://www.augforums.com/forums/everything-else/business-event-sending-to-each-sales-person/#post-5402
+12If the payruns occur on a regular/predictable basis (i.e. they start every Tuesday at 9am) you could look at triggering it by a schedule
There is an open idea to have a “Run Now” type trigger:
Thank you
+12Hi Quintin,
You’ll need to have a Generic Inquiry that includes the email addresses of the folks you want to notify. This may just be a list of unapproved/unreleased time activities/time cards and the employee’s reports to manager or the time card approver Or if you need to notify all employees, then I’d set up an inquiry with all active employees and their email address.
On the Business events page you’ll want to pick the type “Trigger by Schedule” and if you’re sending it to the managers, you probably want to use the Raise Event by Group of records and group on the “Reports to” or “Approver” field. Add any conditions (i.e. exclude time cards with a start date greater than today for future time cards)
Add your email notification template on the Subscribers page and on the Schedules page create a new schedule to run Weekly, every 2 weeks on Friday at whatever time you want to send it out. On the “Details” tab also make sure to check off that there’s no execution limit or it will only run once.
Also - If you want to have a group of records display in a table in the email body, this post over at AUG forums was super helpful to me: https://www.augforums.com/forums/everything-else/business-event-sending-to-each-sales-person/#post-5402
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