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Business Event import scenario Create a task for Follou up

  • December 20, 2020
  • 1 reply
  • 727 views

Hello I want to create a task when a Quote is created with for the user to follow up, i was following all from https://www.augforums.com/forums/acumatica-import-scenarios/automatic-task-creation-with-business-event-and-import-scenario/ which is working fine, when i cant find a sloution is to specfy that the start date and the due date, i

Best answer by vkumar

Hi @nekstein 

We have a sample import scenario to import CR Tasks on our Demo instance. It has all the additional columns you are looking for. I am attaching the XML file for this import scenario. I guess you needed instruction to map additional columns on import scenario as part of the Business event setup. Let me know if I am missing any detail from your requirement.

Hope this helps. 

Regards,

 

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  • Acumatica Support Team
  • 871 replies
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  • December 21, 2020

Hi @nekstein 

We have a sample import scenario to import CR Tasks on our Demo instance. It has all the additional columns you are looking for. I am attaching the XML file for this import scenario. I guess you needed instruction to map additional columns on import scenario as part of the Business event setup. Let me know if I am missing any detail from your requirement.

Hope this helps. 

Regards,

 


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