So, here is my import scenario for Service Contracts. Maybe you folks have a better solution? If so please share. I know, it is massive. The scenario works to import Service Contracts, add “Services Per Period”, and Activate the contract. I had to disable “Duration Type” under “Summary.Location>Contract Settings to get it to finish, not…
Author: John Martinez
Acumatica Import Scenarios: Equipment
Hey folks, thought I would share my import scenario for Service Management Equipment. I first check all the boxes to import the record itself (up to the the Equipment Type line) making sure that Save is checked: Here is the screenshot (I haven’t tried adding the warranty stuff yet, so expect an update here when…
Notify multiple selected people when a SharePoint document is expired or expiring using Power Automate
I spent a few hours researching this one to come up with sort of a hybrid solution based on articles I will reference below. The customer wanted to be able to tag certain document with an expiration date column in their document library. They wanted a select group of individuals per document to receive an…