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Automating a Report Based on Conditions

  • October 22, 2026
  • 1 reply
  • 13 views
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Freshman I

Hi,

I'm wondering if someone can help me automate a task based off a business event and schedule a report to send.

 

Logic; Whenever a new payment is added to the Payment & Application screen. I want to run the AR register report at the end of the day at a specific time and email that report to a select number of emails.

 

If there is no payment added to the payment & application screen then no report should be ran for that day.

 

I know Acumatica has business events, and schedules available to do this. I'm just wondering what would be the best way to do this? 

 

Any insight or suggestions is greatly appreciated.

1 reply

lauraj46
Captain II
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  • lauraj46
  • Captain II
  • October 23, 2026

Hi ​@E00230 ,

This is the approach I would use:

Create a generic inquiry that selects one or more fields such as DocType and RefNbr from ARRegister.  Include a condition that the CreatedDate is greater than or equal to @today.  Publish this generic inquiry. 

Create a new business event. 

Choose the Trigger by Schedule option. 

Select the GI that you just created as the screen on the BE. 

Select the option to run Once for All Records. 

Define a schedule. 

Create a subscriber of the Email Notification type.  In the email notification define the email message text and attach the AR Register report.

Hope this helps!

Laura 

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Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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