How to Create Automation Schedules in Acumatica | Save Time with Automated Processing

📚 Chapters 0:00 Introduction 0:55 Opening the Automation Schedules dialog 1:10 Details tab — start date, expiration, execution limits 1:47 History retention and branch settings 2:34 Schedule tab — frequency and execution time 3:30 Conditions tab — filtering by order type 4:18 Saving and reviewing your automation schedule 5:00 Viewing automation history for a screen 5:23 Recap — any screen with the clock icon can be automated Stop manually running bulk processes every day. In this video, we walk through how to create automation schedules in Acumatica — so your system can process orders, create shipments, and handle repetitive tasks automatically on your schedule. What's covered: •What automation schedules are and which Acumatica screens support them •Accessing the Automation Schedules dialog from the toolbar clock icon •Setting a schedule ID, action type, and description best practices •Configuring start date, expiration date, and execution limits •Managing execution history retention to avoid taking up unnecessary storage •Assigning automation schedules to a specific branch or company •Setting time zone for accurate execution timing •Configuring frequency — daily, every X minutes, and custom intervals •Setting conditions to filter which records the automation acts on (e.g. order type = SO only) •Viewing active automations and execution history for any screen If you see the clock icon on a processing screen in Acumatica, you can automate it — and this video shows you exactly how. #Acumatica #AcumaticaAutomation #AutomationSchedules #AcumaticaTutorial #ERPTutorial #AcumaticaERP #ERPSoftware #OrderManagement #ProcessAutomation #WorkflowAutomation #ERPAutomation #SMBManufacturing #DistributionManagement #AcumaticaTips #BusinessAutomation