Monday, July 14, 2014

AX 2012 Alert Management Part II : Due date alerts

Purpose: The purpose of this article is to illustrate how to configure and use the Due date alerts functionality in MS Dynamics Axapta 2012   

Scenario: For a project that you manage, it is very important that you receive deliveries on time. Purchases are handled through the purchasing department of your company, but you want to follow up on deliveries for your project two weeks before the actual delivery date.
Therefore, you create a rule that triggers an alert when the delivery date of purchase orders for your project is two weeks away.  To do that we need to do the following :
First : Configure the Server configuration

  1. Go to System administration --> Setup --> System --> Server configuration.

    Make sure that one of AOS in selected as batch server. if there is no AOS was defined as batch server.
  2. Close the form
second: Configure the Batch group

  1. Go to System administration --> Setup --> Batch group.
  2. Click the New button to create a new record in the Batch group form by entering proper name and description.

  3. Switch to the Batch servers tab on the Batch group form then from the right side select the Batch server how is responsible to run this batch group and moving it to the left side.
  4. Close the form

third: Configure Change based alerts
  1. Go to System administration --> Periodic --> Alerts --> Due date alerts.

  2. in the due  date alert form select the "Batch Processing" check box.

  3. From the "Batch Group" drop down list select the batch group that we create early.

  4. Click the "Recurrence" Button.

  5. From the recurrence form select "No end Date" radio button then from the "Recurring pattern" select "Minutes" Radio Button then write "1" in the  "Count" Field.

  6. click close button to go back to the "Due Date alerts" form.
  7. Click the "Alerts" Button.

  8. From the Alerts form unchecked "Ended", "Error" and "Canceled" Check boxes to prevent popup each time the batch is ended, Canceled or have an error. you can leave them checked if your business required that kind of alert.
  9. click close button to go back to the "due date alerts" form.
  10. in the "due date alerts" form click "OK" Button to create the Batch Job.

  11. Click Close to close the Massage Box.

fourth: Setup notification options for user

  1. Go to file menu -->Tools-->Options-->Notifications.

  2. Change the Receive notification every (Minutes) field and change the the value to "1"

  fifthCreate the due date alert rule

  1. Click Procurement and sourcing > Common > Purchase orders > All purchase orders.
  2. Select a record. On the Action Pane, click Edit.
  3. In the Purchase order form, expand the Purchase order header tab. Right-click the Delivery date field, and then select Create alert rule.
  4. In the Create alert rule form, follow these steps to create the rule:
    • Under Send email alerts for job status changes, in the Field list, select Delivery date.
    • Under Send email alerts for job status changes, in the Event list, select is due in, and then select 2 weeks.
    • Under Alert me for, select All records in Purchase orders.
    • Under Alert me until, select No end date. Alerts continue to be triggered indefinitely. The rule never becomes inactive.
    • Under Alert me with, accept or modify the title of the alert. Optionally, you can write a message that is sent when the alert is triggered.
    • Under Alert Who, Select the User Id who will receive the alert.
    • Under Other Alert, make sure that the show pop-ups check box is selected.
  5. Click OK to activate the rule.
  6. Go back to the delivery date and change it to be due in 2 weeks later
  7. Close the purchase order 
  8. wait for 1 minute and the pop-up should appears.
 See you Next time