Alert user to post a PO receipt.

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Posted on by lmai

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Hi All,

Does anyone knows of an alert option to alert the assigned users that ordered products are scheduled to arrive, or have arrived? How do I alert certain individual to post a PO receipt? Thanks so much!

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Ludwig Reinhard Microsoft Employee on at

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Hello Kim,

To get this right, you use AX2012 and want to inform some people that items will arrive on a scheduled day?

Do you want to inform the people by email or by a simle note/alert in AX?

Best regards,

Ludwig

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guk1964 10,888 on at

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Alert seems the wrong approach. A report of what is due in next day or next week would be more useful.

The Arrivals screen is where the Warehouse Manager lives and has all the information and multiple filters, so alerts in that case are superfluous.

.

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lmai 2,438 on at

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Hi magic1949. Thank you for your comment. Could you share a screenshot of the Arrivals screen you've mentioned. This may be a solution. Thanks again.

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lmai 2,438 on at

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Hi magic1949,

I don't have inventory. I use category to make purchases. Will the arrival option available in this case? if not, do you have other suggestions? I'm appreciated.

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Ludwig Reinhard Microsoft Employee on at

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Good Morning Kim,

I noticed that you posted a couple of related thread to this one. So, let's try to go through them.

From your sceenshots, I noticed that you use D365FO.

With D365FO you can you flow to notify people e.g. about a delivery date that is recorded in a PO.

You can e.g. make use of the POLines entity that has things such as the confirmed delivery date, confirmed ship date, the requested delivery date, etc. included.

Depending on whether a value is included or not, people can get notified e.g. by email.

To get this right, you can use e.g. a recurrence trigger that runs every couple of hours.

To avoid that the flow processes all of your PO lines you have to be smart in setting up the filters that select only those PO lines that have a data value included that falls between the last time the flow was run and a datatime value you specify.

I have not setup this flow but believe that this is something you can achieve.

What do you think about this option?

Best regards,

Ludwig

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guk1964 10,888 on at

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https://d365ops.wordpress.com/2017/10/06/arrival-overview/

My advice is don't try to use any type of alert it will impact performance badly when you have a lot of POs/lines the backlgrousn log and history tables also need to be managed.

It should be fairly simple to get a report of POs due within a date rang.

You can use a purchase pool for category POs to make those easy to filter.

However what may ne more useful is to id receipts not invoiced. See this simple filter https://community.dynamics.com/ax/f/33/t/42344

Or there is a USA/Can technet.microsoft.com/.../aa598272.aspx Accrued purchases report:

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