Create Alert Rule Dynamics AX

Create Alert Rule

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.