Acumatica: Monitoring and Automation Application

Summary

  • The monitoring and automation management application has the following features:

    • Automatic assignment of support cases to certain tech support people based on skills and availability

    • Transactions can be scheduled to automatically occur on a certain time or when a certain event (eg. a certain transaction. stock limit) occurs

    • Workflow management enables eg. the approval of purchase requisitions, POs, vendor payments to be done before a purchase requisition, PO, payment can be performed.

    • Reporting processes (sending invoices that are eg. 90 days overdue to the customers) can be scheduled to trigger automatically

  • Video (3mins, March 2017) demonstrates how support cases are automatically assigned to tech support people based on assignment maps.

Automatic assignment of support cases

​Automatic assignment of support cases to certain tech support people based on skills and availability. 

Video (3mins, March 2017) demonstrates how support cases are automatically assigned to tech support people based on assignment maps.

Schedule transactions to occur automatically

​Transactions can be scheduled to automatically occur on a certain time or when a certain event (eg. a certain transaction. stock limit) occurs.

Video (3 mins, March 2016) on the left demonstrates how invoices are scheduled to be automatically emailed when a products have been shipped. You can create a different schedule for each warehouse for product shipments to customers.

Video (9 mins, 2019) on the right demonstrates how a schedule can be set up to import automatically business scenarios. An example of such business scenario is to automatically create shipment records daily in the evening for today's sales orders,  and to create pick list in for those shipments  the next morning at 8 am. 

Video (3 min,  Nov. 2018) describes how a business event (change of a customer balance) sends automatically an email notification.​

Another example of automation is to put automatically all Sales Orders of a customer into back order status when the customer's credit limit is reached. Click here to see how it is done . 

Workflow management: Approval process

Workflow management enables eg. the approval of purchase requisitions, POs, vendor payments to be done before a purchase requisition, PO, payment can be performed.​

Video ( 4 mins, March 2018) demonstrates an approval process for a purchase.

  • The Acumatica Workflow Editor

The  Acumatica Workflow Editor was used by the Acumatica customer Haun Welding Supply that supplies acetylene gas cylinders to welding shops. Haun Welding Supply wants the truck driver to check the number and the type of gas cylinders when he/she delivers the gas cylinders to the welder shops. The Haun Welding Supply created a custom screen/form in the Acumatica ERP, called Delivery Entry. No programming was needed. This saved a lot of time  and money. It also satisfied 100% the needs of Haun Welding Supply. 

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