Acumatica Process Automation: Complete Guide

Introduction

Acumatica provides multiple ways to automate business processes, from simple automation screens to complex workflows. This guide covers the various automation capabilities available.

Automation Screens

Create automation screens to streamline data entry:

Automated Data Entry - Pre-populate fields based on conditions
Default Values - Set defaults for new records
Field Visibility - Show/hide fields based on conditions
Action Automation - Automate button actions

Workflows

Implement approval workflows:

// Configure in: System → Workflows

// Example: Purchase Order Approval Workflow
States: Draft → Pending Approval → Approved → Rejected

Transitions:
- Draft → Pending Approval: Required: Amount > 1000
- Pending Approval → Approved: Required: Manager Approval
- Pending Approval → Rejected: Required: Reason Code

Actions:
- Submit: Move to next state
- Approve: Approve the document
- Reject: Reject with reason

Scheduled Processes

Schedule recurring tasks:

// Configure in: System → Schedule Processing

// Example: Daily Invoice Generation
Process: ARInvoiceEntry
Run Frequency: Daily at 2:00 AM
Parameters:
  - Customer Class: ALL
  - Billing Cycle: Monthly

// Example: Weekly Inventory Recalculation
Process: INReplenishment
Run Frequency: Weekly on Sunday
Parameters:
  - Warehouse: ALL

Business Events

Trigger actions based on events:

// Event-driven automation examples

// 1. Send notification on status change
Event: POOrder.Status
Action: Email notification

// 2. Create follow-up task
Event: CRCase.Resolution
Action: Create follow-up task

// 3. Sync with external system  
Event: ARInvoice.Release
Action: Call REST API

Summary

Acumatica offers comprehensive process automation capabilities. Combine automation screens, workflows, scheduled processes, and business events to streamline your operations.

For more guides, see Business Events and Workflows.