From workflow automation to system notifications, Acumatica offers powerful tools to customize the platform to your business needs. Among the most flexible options is Business Events, a low-code feature that enables users to automate processes and respond to key business activities without writing custom code.
What Are Business Events?
Acumatica’s Business Events framework gives organizations a powerful way to automate processes around the data and workflows they already use every day. Administrators can configure event-driven logic that monitors changes within the ERP, such as new records, status updates, approval actions, or scheduled conditions, and automatically initiate notifications, integrations, or other downstream actions. Because Business Events can be configured through the platform’s interface, many automation scenarios can be implemented without the time and expense involved with custom development.
These responses can include:
- Sending email notifications
- Updating fields or records
- Triggering workflows across teams
This functionality helps turn your ERP from a system of record into a system of action, automatically responding to key business events and keeping teams informed when it matters most.
How DMC Uses Business Events
At DMC, we’ve leveraged Acumatica Business Events to improve communication, reduce manual effort, and maintain business data accuracy.
Lead Notifications
When a new lead is created, the relevant leadership team automatically receives an email recapping the opportunity. This ensures quick visibility and alignment without needing manual follow-up.
Project-Accounting Handoff
When a project is ready for billing, an automated notification sends the relevant project details directly to Accounting. This eliminates communication disconnects between teams, reduces invoicing delays, and keeps the billing process moving without manual follow-up.
Weekly Reminders for Project Managers
Project managers receive a scheduled report highlighting overdue purchase order lines and outstanding procurement items. By surfacing these exceptions regularly, teams can address issues sooner, follow up with the right stakeholders, and prevent delays from affecting project schedules.
Automated Cleanup of Vacation Holds
Vacation hold requests can be cleared automatically once the designated hold period has ended. This keeps project records current, decreases administrative overhead, and lowers the risk of outdated statuses affecting project planning and resource management.
The Business Value
These are just a few ways utilizing business events in Acumatica can drive value. By automating everyday tasks and notifications, organizations can:
- Reduce administrative overhead
- Minimize human error
- Improve responsiveness and accountability
- Free up employees to focus on higher-value work
Getting Started
If you’re new to Business Events, start by identifying repetitive tasks or communication disconnects in your current processes. If something requires frequent manual attention or follow-up, it can likely be automated with Business Events. For more information about using Business Events in your Acumatica environment, see Acumatica’s documentation on Business Events.
From ERP Customer to Acumatica Partner
After experiencing the benefits of migration firsthand, DMC became a certified Acumatica Value Added Reseller (VAR) partner.
Because DMC has lived through the challenges of outgrowing its accounting platform, the team brings practical insight to organizations evaluating a similar transition. Beyond software implementation, DMC helps clients address the wider business process, reporting, integration, and change management considerations that determine ERP project success.
Ready to upgrade from spreadsheets and disconnected accounting systems?
DMC can help you take the next step.
From ERP assessments to implementations with custom integrations and reporting, DMC’s Digital Workplace Solutions team helps organizations modernize their operations. Learn more about our Acumatica ERP solutions and contact us to discuss your goals.