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Pleases suggest how we can setup Email server integration and Work flow template in Ax 2009.
We are using AX 2009 for Manufacturing industry.
We want to stop Invoice for customers with over due Invoice payment . Even we would like to stop Sales order booking and route through Work flow for approval
first you will need to setup email parameters under Administration -> Setup ->Email Parameters , then make sure you can send emails .then you can looking to the workflow part. I think for your purpose you will need Sales Order Approval work flow. But in the system default templates does not contain for sales order approval. so you will need to develop that.for developing workflow you can use AX 2009 development module 4 Learning Material , that's include Sales Credit Limit Approval workflow development as example .
Hope this will help.
Thanks & Regards,
M D Amith Prasanna
Please have a look at this post.
Greeting for new year ..
This check list is very useful for work flow basic checks , Will you be able to suggest on how we can create customise work flow configuration to meet this requirement.
- Work flow for Sale order Credit limit approval in case order value exceed credit limit ---- We have sale order approval work flow but that only check sale order value condition.
- Email Alert notification at time of sales invoice creation in case previous invoice payment dues not received -- Just notification so that decision can be made.
If you want to stop invoice while making sales orders for over due payments, you can setup customer credit limits which you can setup to be checked at every posting stage confirmation, picking, dispatch and invoicing.
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