Acumatica Action Buttons for the Writeback

When writing back data to Acumatica, you can add action buttons to your workbook to trigger specific Acumatica operations directly from the sheet. These buttons work alongside the Writeback Wizard and let you perform actions like creating or releasing records in Acumatica without leaving SEI.

The button is added through the Action Button Wizard in the Analysis tab. You need to configure the Writeback Wizard before adding action buttons.

important

Acumatica action buttons are only available when using an Acumatica data source.

Available action buttons

Action Button	What it does
Release Budget	Releases a budget record in Acumatica, making it available for further processing.
Create Budget	Creates a new budget record in Acumatica based on the values mapped in the workbook.
Release Journal	Releases a journal entry in Acumatica.

Common configurations

For a budget

Budget

Consider a workbook built for annual budgeting. It pulls prior year actuals from Acumatica through a data extraction, used as the starting point for the new budget. A writeback is configured and includes multiple buttons: Create Budget, Release Budget, Initialize, and Reset. Once everything is set up, preparing a budget looks like this:

• Select Create Budget to create the budget ledger and year in Acumatica, since they don't already exist. Refresh the workbook afterward.
• Select Initialize to create a static working copy of the template.
• Enter or calculate the monthly budget amounts in the initialized copy.
• Push to Acumatica the budget values.
• Select Release Budget to release the budget lines.
• Reset the template to prepare it for another budget.

tip

An annual budget template is already built this way and ready to use with Acumatica.

For a journal entry

Journal entry

Consider a workbook built for a journal entry, with a transaction grid for the debit and credit lines. A writeback is configured and includes the following buttons: Release Journal and Reset. Once everything is set up, creating an entry looks like this:

• Enter the debit and credit lines for the transaction.
• Push to Acumatica to create the journal entry.
• Select Release Journal to release the entry.
• Reset the template to prepare it for another entry.

tip

A journal entry template is already built this way and ready to use with Acumatica.

Add an action button

1. Open a workbook with a Writeback Wizard already configured.
2. On the Analysis tab, select Action Button Wizard.
3. Under Type, select Acumatica Action.
4. Under Button select one of the three available actions.
5. Select the environment and data source.
6. Review the Entity / Table filled in automatically based on the button you selected.
7. Under Type of Selection, select the identifier that determines which record the action applies to.
8. Enter or select the cell where the button will appear on the sheet.
9. (Optional) Edit the default label to give the button a more specific name.
10. Choose a color using the color picker, or enter a HEX code directly.
11. Review the Preview to confirm the button appearance.
12. Click Save.