web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Setting up Alerts for incoming orders with specific line item

(0) ShareShare
ReportReport
Posted on by 5

Is it possible to set up an alert(s) that will send an email when incoming orders have a specific item(s) charge (supplementary charge for services) 

For example, an order is placed and one of the item numbers is SUPP_*** (example and actually could be several items) within the sales order lines.

Can an alert be set up to look for and then send an alert email to a specific recipient. In this case to notify that an order has been placed with this supplementary charge?

I have the same question (0)
  • Suggested answer
    Leo Chen Profile Picture
    on at

    Changed base alert do not support your scenario for a new record with specific condition met. Instead, you need to do customization to use Alert. For example when specific new sales order that meets the criteria gets created, you can write some code to insert the sales order to a second table eg MySalesTable immediately. Then you set up Alert against MySaleTable.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 592 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 478 Super User 2025 Season 2

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 305 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans