Skip to main content
Solved

Shipped Orders - Invoice Automation Schedule

AndrewBGL
Pro I
Forum|alt.badge.img

Hello,

I have created an automation to process confirmed shipments and create invoices. The condition I am using is Pacejet Status = Completed.

Automation Conditions Fields.

I am looking for a way to add a condition/filter values to make sure that the Tracking Number under the packages tab is not empty. I have tested and it is possible for Pacejet to write back with a blank tracking / LTL Pro number, and we do not want to create invoices for these orders. 

Filter Value Fields.

 

Here is a screen shot of how the tracking will be written back. I have checked condition and filter values tabs and the Tracking Number field is not a selectable field. 

 

Shipment Packages Tab with Tracking.

 

I think this means that a customization would be required to accomplish this. Here is the Element Properties for the Tracking Field. I am looking for a way to accomplish this without a customization if possible. 

 

Element Properties for Tracking Field. 

Any help would be greatly appreciated. 

Best answer by dsimmerly

@AndrewBGL If you create the schedule from the Process screen and assuming you have all the selections you need, the the selection will come in the schedule as a condition or filter.  This works with filters in header as well as details of the process screen

 

 

View original
Andrew
Did this topic help you find an answer to your question?

5 replies

Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+13

Hi @AndrewBGL 

Can you create a GI based on the condition and Implement a business event with Import scenario schedulers to create an Invoice for the records inserted in the GI?

Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
AndrewBGL
2 people like this
  • Chris Hackett
    Chris Hackett
  • AndrewBGL
    AndrewBGL
AndrewBGL
Pro I
Forum|alt.badge.img
  • AndrewBGL
  • Author
  • Pro I
  • 175 replies
  • May 31, 2024

Hi @Manikanta Dhulipudi,

 

Yes that would be an option. How would the GI be setup?

Andrew
AndrewBGL
Pro I
Forum|alt.badge.img
  • AndrewBGL
  • Author
  • Pro I
  • 175 replies
  • June 10, 2024

Hello,

I have created a GI to display orders that have tracking numbers. How would I create a import scenario to create invoices for these orders?

Andrew
Manikanta Dhulipudi
Captain II
Forum|alt.badge.img+13

Hi @AndrewBGL Can you share the GI once to setup the Business event?

Thanks

 

Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
AndrewBGL
2 people like this
  • Chris Hackett
    Chris Hackett
  • AndrewBGL
    AndrewBGL
dsimmerly
Pro I
Forum|alt.badge.img+1
  • dsimmerly
  • Pro I
  • 117 replies
  • Answer
  • June 10, 2024

@AndrewBGL If you create the schedule from the Process screen and assuming you have all the selections you need, the the selection will come in the schedule as a condition or filter.  This works with filters in header as well as details of the process screen

 

 

Chris Hackett
AndrewBGL
2 people like this
  • Chris Hackett
    Chris Hackett
  • AndrewBGL
    AndrewBGL

Reply


Most helpful members this week

Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved