Can you think of a situation in your business when you needed to know that a specific field was changed? Did you waste time checking for updates?
Or when any Sales Orders goes off Hold and became ready for you to buy/build/service?
When a specific Lead had a follow-up note from your sales representatives?
When there is any AP Check created more than $1,000?
The possibilities are endless but surely, you can do these through Business Intelligence tools like SQL queries, report designers, PowerBI dashboard items or the much better alternative to SQL in Acumatica: Generic Inquiries. But these can all be costly options that do not address the underlying need: to be notified exactly when a specific change occurs.
This is where Acumatica’s Automation Notification feature comes in: an even simpler but powerful method to get those needed notifications.
You can use this form to configure private and public notifications about record changes. Private notifications are configured to be received by only particular recipients. Whereas, public notifications are configured for typical changes that might occur in documents of a specific type, and users can sign up to receive notification emails about these changes in particular documents. You can create and use email templates with data fields that pull from the actual entry you are monitoring. An entire report can even be sent for the entry, in PDF format or even light-weight HTML that you see on the email itself.
Note below that the Start Number, End Number, Last Number, and Warning Number are all required to be in a matching format: the same number of digits and prefix: (Not shown here: A series of numbering sequences (one per row) can also be set for various date cycles.)
The second part of this answer is also correct. Here is where you may specify the numbering sequence for the sundry AP documents:
Hope you enjoyed that, let us know any questions/comments below!
In Acumatica ERP, Quotes and Sales Orders–and any custom Order Types you may have setup–are all sent through the Sales Order screen. Here is my filled out Sales Order:
Now… how do I email this to the customer?
Click Reports > Print Sales Order/Quote. The report will show. Click Send. The email will show with attached report and fields auto-filled from the configured report file. You may modify the Message, To, CC, BCC, or any of the fields before clicking Send.
Click Actions > Email Sales Order/Quote. The email will be automatically generated and sent as shown above.
After the message is sent out and the customer receives it, this is what the customer will see (if they use Outlook):
If you need to internally review all the emails sent out, go to the Sent screen and you can see that as well. You can filter and sort things as usual here.
Hope you enjoyed all that. Feel free to comment or contact us below.
Acumatica is a one of the easiest ERPs to use, learn, and customize. When it comes to ERP, people are looking for 3 main things: CRM (customer relationship management), inventory management, and business intelligence. There are many tools out there to accomplish each of these things individually but Acumatica does all of them within one customizable interface that can be hosted anywhere.
There are many similar systems that have an integrated system like this available online.
So what is unique about Acumatica? Other than the fact that it is an official accounting system, here are my favorite things, in no particular order:
Almost everything–customization and even log tracing–are done in same place that you use the application: your web browser. (No need to hire expensive ABAP programmers like in SAP to modify the business logic layer or add new fields.)
There is extensive explanation of every field for every page–one click away on the page.
Even novice users that know some SQL can create basically new screens and business intelligence views… which can then be used in dashboards, easily accessible data downloadable into Excel with a single click, made into reports, and more..
Easy to use data import/export.
These kind of features would never be achievable in most web platforms today and customizing your software is definitely not something that could be as easily taught.
Anyway, let’s take a few steps back. Here is a video explaining the platform and hosting options: