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Most mornings, someone in your business opens the same screen, sets the same filter and clicks the same button. Tomorrow they'll do it again. Acumatica will do all of it for you — on a timer, in the background, with no code, no integration and no consultant. It's called an automation schedule, it's already baked into the system you pay for, and it's one of the most underused features in it.

This week Pete and Nirav get hands-on. Nirav shares his screen and builds an automation schedule live from scratch — auto-invoicing confirmed shipments — while Pete brings the view from inside a business that went live on Acumatica almost a year ago and has only recently started switching automations on. (Emily's off this week, so it's two seats today: the partner and the data side.)

What you'll take away:

  • Why automating a process in Acumatica is now configuration, not customisation — and why that changes who's allowed to do it
  • Automation schedules vs business events: proactive on a timer, versus reactive on a trigger
  • The "learn to fly the plane first" rule — why Pete's team ran everything manually for six months before automating a single thing
  • Which processes to automate on day one, and which to leave alone until the business has found its rhythm
  • How to build a schedule live from any process screen, plus the green-button rule for spotting candidates in seconds
  • The one checkbox — use shipment date for invoice date — that can quietly knock two weeks off your customers' payment terms
  • Why automation schedules fail silently, the sequential-stop trap, and the governance habit that keeps them honest

Whether you've just gone live or you've been on Acumatica for years and never noticed the little clock icon, this one pays for itself in time saved.

Key moments

  • (01:51) The feature nobody talks about
  • (03:56) Build it in a sandbox first
  • (06:20) Customisation vs configuration
  • (10:04) Learn to fly the plane first
  • (19:52) Demo: where the schedules live
  • (30:00) Building one live: auto-invoicing shipments
  • (36:45) The green-button rule
  • (41:28) The checkbox that steals payment terms
  • (43:58) Silent failures and who owns the schedules
  • (47:19) Where the ROI hides

Resources & links

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