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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Alerts for a delivery ...
Supply chain | Supply Chain Management, Commerce
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Alerts for a delivery note not delivered

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Posted on by VJ VM 74
Hi. There's this gap in the system for us between out-for-delivery and actual material delivery at the customer site. When we issue a delivery note from the system, obviously the system shows it as delivered.
 
However, our warehouse in certain cases may not be able to deliver the item on the same day the document is issued. Sometimes there's an issue at the customer site or the customer is unavailable.
 
Our usual way is delivering the item and getting the customer's acknowledgement on a copy of the delivery note, which is then attached to the system against the corresponding delivery note in the system. This is fine in itself but if you consider that all of this depends on people doing their jobs well.
 
But if at some point the item is not delivered and the employee forgets it, we have no way of knowing until the customer complains. 
 
So we want the system to remind the warehouse for 3 days once a delivery note is made and an attachment has not been made. If there's no response in 3 days, the reminder can be sent to the Sales department. 
 
Either this or an interim stage where the delivery note status is out-for-delivery (with reminder notifications) which can then be confirmed as delivered once the actual delivery has been made. 
 
Appreciate your suggestions and thanks!
  • Suggested answer
    Danny Bilodeau Profile Picture
    Danny Bilodeau 4,058 Super User 2024 Season 1 on at
    Alerts for a delivery note not delivered
    Hi Vijay,
    Are you using Loads and Shipments? 
    If so, rather than add notification you could add a field to the shipment header (see example below) and create tile or filtered list page to see which shipments have been completed (or not) sorted by confirmed shipment date.  Completed meaning that signed packing slip is attached. 
     
    That "completed" field is not standard, but its easy enough to add a new field or repurpose another field to be used as your indicator that an action has been done by warehouse. 
     
       
     
  • Suggested answer
    salman ahmad Profile Picture
    salman ahmad 97 on at
    Alerts for a delivery note not delivered
    Dear the best way is to use the Print management setup to send the delivery note to warehouse team to proceed, you can also use the power automate if warehouse has upated any record against that email or not.
  • andrewlencsak Profile Picture
    andrewlencsak 291 on at
    Alerts for a delivery note not delivered
    Since the trigger is more caused by inaction rather than an action, maybe Alerts are not the best option for such a requirement. Can you create a rule in Business events or Power Automate that sends this reminder instead? Or a custom workflow?
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Alerts for a delivery note not delivered
    Hi,
    Can you tell me the page path, and I can go to the test environment for debugging and testing, and see how to meet your needs.
    Best regards,
    Kevin
  • VJ VM Profile Picture
    VJ VM 74 on at
    Alerts for a delivery note not delivered
    Hi Kevin. Thanks for getting back.
     
    We use alerts for sending notifications when a delivery note is issued for example, which alerts a user when a new record is created in the packing slip journal table.
     
    However, I don't see the option to alert for an action that is pending, as I have explained in my post. 
     
    If such an alert is not possible, it is also fine if we have an interim stage where the status is out for delivery and then can be confirmed as delivered by the warehouse. 
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Alerts for a delivery note not delivery
    Hi，
    Depending on the business scenario you describe, you can refer to this official document: Create alert rules - Finance & Operations | Dynamics 365 | Microsoft Learn. When you create an alert rule, you define the criteria that must be met before an alert is triggered. Criteria is basically the match between the occurrence of an event and the fulfillment of specific conditions. When an event occurs, the system starts to perform a check according to the conditions that are set up. For example, you can specify that the system should alert you when the status of purchase orders changes, but only if the status matches a specific set of conditions. Specifically, you want to be alerted when the status of a purchase order is set to Received. This change in status is the event that triggers the alert.
    Best regards,
    Kevin

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