Example of Scenario Usage

As you use MYOB Acumatica, you may need to perform various complex procedures on a regular basis. These procedures can include multiple tasks that need to be executed. This chapter describes an example of a business process that is performed in the Accounts Receivable module regularly: closing the financial period.

Before closing a financial period, the user has to check that all required tasks are executed, required documents are released, all open payments are applied, and necessary reports and statements are prepared. Thus, to account for all possibilities, you need to do the following:

• Compose the list of tasks.
• Create a scenario in the system and add these tasks to it.

This chapter describes the prepared list of tasks that have to be executed before closing of the financial period in the Accounts Receivable module, and use of the business process wizard tool to complete the process.