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Daily Sales Report


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Hi All,

 

Our company is looking for a custom daily report which runs automatically in the evening and distributes to a email list. The report would consist of all the SO’s entered in that day. So first, what would you recommend for a GI build? A simple copy and customization of the Sales Order screen and then just setting up a automated schedule?

Best answer by Manikanta Dhulipudi

Hi @byates 

Created a Generic inquiry which shows the Order created for “Today”

Using Business events, Schedule a Business events and attached the Sales order summary report that sent to each person at the end of the Day.

Attaching Business events and GI for your review.

 

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2 replies

BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • 711 replies
  • January 5, 2023

Hi @byates! Your proposition sounds fine, copy the GI and potentially remove any tables which aren’t directly related to populating SO order numbers or data needed. There is a great article on troubleshooting Business Events:

https://community.acumatica.com/maintenance-and-troubleshooting-15/troubleshooting-business-events-244

 


Manikanta Dhulipudi
Captain II
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Hi @byates 

Created a Generic inquiry which shows the Order created for “Today”

Using Business events, Schedule a Business events and attached the Sales order summary report that sent to each person at the end of the Day.

Attaching Business events and GI for your review.

 


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