How to build alert for missing goods receipts

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Posted on by benken10

Hi all

We have recently implemented D365 Finance, and have a non technical issue with PO invoice matching.

Business Users are not updating their POs in a timely manner, and this causes issue with payment.

We are hoping to be able to set up some sort of alert, that would trigger and run using certain business logic. We have access to the full suite of MS/Azure apps, but ideally would be looking for something reasonably straightforward to configure.

Thanks!

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Community Member on at

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Go to Item Ledger Entry and put filter in invoiced qty>0

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Frank Hamelly | MVP... 46,627 Moderator on at

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What's the logic you would use to determine on which POs the receipts should have been processed? Greater than X days since PO was confirmed?

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benken10 66 on at

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Correct, either > X days since PO confirmed or > X days since PO confirmed and Invoice has been received

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Needles.one User Group Leader on at

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Hi Benken10,

From the architectural standpoint, this should be a periodic check that will notify responsible users based on a condition. A Power Automate or a Logic App should handle it. You just need to pull out the data from an entity that will have the required fields, apply your criteria and shoot the notifications.

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