How to Send Email Notification Of Workflow

How to Send Email Notification Of Workflow

Let’s enlarge some more features of AX Workflow. Dynamics Ax2012 facilitates the powerful Email  mechanism which can be used commonly across the modules for new implementations. Especially to fulfill the users wish on getting notification through emails and helping them in their daily activities.

Scenario:
Edward is an accounting manager and who is not involved in PR approvals as he is occupied by other responsibilities but still he wants to be notified whenever a purchase requisition is approved.

To achieve this follow the below process:

Setup an email address for a user who wishes to receive email.
Navigate to System Administration -> Common -> Users->Select the desired user ->Click on Options.
Enter users email id.

Click ‘Notifications’ and then check the box next to ‘Send notifications in email

Set up AX E-mail Parameters to use the SMTP server

Navigate to System Administration -> Setup -> System -> E-mail Parameters ->Enter details about mail server.

Create an email template navigate to Organization Administration -> Setup -> E-mail Templates ->

Check the checkbox "Show system emails".

Assign your email template to the specific workflow, Navigate to the desired workflow click on basic settings and select the created email template under “email template for workflow notification”

Select the desired notifications on the specific task.

Setup the batch job to distribute the email messages, System Administration -> Periodic -> E-mail Processing -> Batch

Thus by doing this configuration whenever a PR is approved Edward will receive an email notification.

How To Put Customer On Hold

Scenario in which customer has crossed his due limits and need to be on hold till he clears his dues .Or due to any other reason we are in need to put a customer on hold .This can be achieved in two ways in AX either manually going and putting a customer on hold or automatically restricting a customer to post any transactions:

Lets discuss how to achieve this Manually:

• Create an ageing bucket and  select it on Account Receivable parameters form under collections tab 
• Whenever the customer cross is overdue , owed  to  the collection assigned Ageing Indicator would be displayed  and the user  can manually go and put the customer on hold 
• To do this go to the customer master ,Credit and Collections fast tab,Select desired option for the select box "Invoicing and delivery on hold "
• This will put the customer on hold.

Lets discuss how to achieve this Automatically

• Navigate to Account Receivable ->Setup ->Accounts receivable parameters 
• Click on Credit Rating ->Select "Error" for the select box "Message when exceeding credit limit "
• Now the customers would automatically be restricted from making any transactions .
  

Emailing Purchase Orders

In today's post we would be discussing about how to email purchase orders to vendors :

• Navigate to Procurement and Sourcing ->Setup -> Forms -> Form setup

• Click on General ->Print Management 

• Click on Purchase Order expand the node and click on Original <Default>

• Click on Destination->Printer Setup .

• Click on Email -> Mention Email ID in the “To” field mention any email address which you want to CC in “Cc” field.

• Mention the Subject and File Format.

• Set up should look like this.

By performing above steps an email is sent on the mentioned address .By the above setup works for all vendors .However if you wish to perform this activity only for the specific vendors then navigate to the below mention path and perform the same activity .

Procurement and sourcing -> Common -> Vendors -> All vendors -> General -> Print management.