Ideas for Acumatica

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Scheduled Tasks and Scheduled Reports - more intelligent filters.

The facility to setup scheduled processes and reports has always been a fundamental expectation within ERP systems for at least the last 30 years.  Primary to this is the need to dynamically set run time parameters that change over time.  Acumatica supports "Relative" dates but very little other time based intelligence.  Thus the scheduling tasks and reports facility is not utilized to the degree that ERP savvy customers and consultants expect, and subsequently much maligned.

A few simple smarts would overcome much of this:

- Financial Period Parameters - Current Period, Prior Period, Beginning Period of Year, End Period of Year

- Dates - Beginning of Year, End of Year, Beginning of Month, End of Month, Beginning of Prior Year, End of Prior Year, Beginning of Month, End of Month,  Beginning of Prior Month, End of Prior Month,  Beginning of Financial Year, End of Financial Year, Beginning of Financial Period, End of Financial Period, Beginning of Prior Financial Period, End of Prior Financial Period, etc.

- Job Order - facility to run job consecutively with option to set dependencies or not on prior jobs.

Some of really smart schedulers handle recursive functions, such as running a report for each branch and sending it out to each branch manager.

  • Jeffrey Patch
  • Feb 23 2020
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