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Creating alert on a sales order for a specific customer

Posted on by 390

Hi,

Is it possible to create an alert that will pop up every time someone creates a sales order for a specific customer displaying a certain message/ or a kind of reminder?

I tried creating an alert with below rules, but it does not seem to work. 

alert-rule.JPG

Any ideas?

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  • Suggested answer
    fatihgork Profile Picture
    fatihgork 3,815 on at
    RE: Creating alert on a sales order for a specific customer

    C Wee,

    There are 2 main settings: One is the batch job and the other one is user settings.

    Batch job will run according to recurrence settings you specify when setting it up. That gathers notification records.

    Then application checks your user settings to see how often you let application to notify you.

    That means,

    You can set your batch job to run every 10 mins, it will gather notifications for all users. Then deliver notifications according to user settings so you can set your user settings to be notified every hour.

  • Ms Burog Profile Picture
    Ms Burog 390 on at
    RE: Creating alert on a sales order for a specific customer

    Hi Gaurav,

    This is ok now, it just took a bit of time to work after the batch job but I can see the alerts now. Thanks!

  • Ms Burog Profile Picture
    Ms Burog 390 on at
    RE: Creating alert on a sales order for a specific customer

    Hi Gaurav,

    I did the batch job like you advised, but my alert still not showing when i created the sales order for the customer.

    batchjob.JPG

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Creating alert on a sales order for a specific customer

    Hi,

    Can you please verify that a batch job is scheduled and running for alerts. If not then schedule a batch job for change based alert.

    Follow below steps for scheduling the same :

    Go to System Administration > Periodic > Alerts > Change based alerts.

    schedule a recurrence in batch job and run it.

    I believe it will resolve your issue.

    Regards,

    Gaurav Sharma

  • Ms Burog Profile Picture
    Ms Burog 390 on at
    RE: Creating alert on a sales order for a specific customer

    Hi Dr Ludwig,

    After I created the alert, I tried to create the sales order using the customer account I set up on the filter option. But i did not get the pop-ups showing the "test" message I put in. I just want a pop-up message and not email. This is the only one so far that I have created and tested. Would there be any other set up I need to do?

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Creating alert on a sales order for a specific customer

    Hi,

    What doesn't work with your alert?

    Don't you get a notification or email?

    Does only this one not work or all alerts?

    Have all setups been made?

    Best regards

    Ludwig

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