AX Tip: Creating Alerts in Dynamics AX

AX Tip: Creating Alerts in Dynamics AX

Alerts form a notification system for critical events in Microsoft Dynamics AX. You can use alerts to stay informed about events that you want to keep track of during the workday. 

You can easily set up your own set of rules so that you are alerted about overdue deliveries, orders that are deleted, prices that change or other events that you must respond to.

Alerts can be created on almost any field in the system.

In the description below, we will create an alert on the 'Expiration date' of a batch.

Step 1: Path: Inventory and Warehouse Management/Inquiries/Dimensions/Batches

Step 2: Right click on the field 'Expiration Date' and select 'Create Alert Rule'

Step 3: Create alert rule form pops-up

Step 4: Pull the 'Event' drop down box and select 'Is Due In'

Step 5: When you select 'Is Due in' the box on the right hand side becomes selectable

Step 6: Pull the drop down box on the right hand side and select 2 weeks

Step 7: Enter a personalized message if you want to (optional)

Step 8: 'Alert Who' field by default will show the user who created the 'Alert'

Step 9: To receive emails click on 'Other Alerts'

Check the 'Send e-mail' and it will default your email address.  If the e-mail address is not defined on the user setup, then you will not see this option.

Step 10: Click on 'Ok'

This will setup the alerts on the 'Expiration date'

Step 11: When you receive an alert you will see it in the bottom right hand side similar to your outlook email notification.  You will also see it on your home page.

Step 12: You can also click on the Icon on the right hand side of your screen.  When you click on it, the notification list form opens up.

Step 13: From the notification list you can click on 'Go to Origin' and it will take you to the record which caused the alert to be generated.

AX Technical Tip, ERP Alerts