alerts+ +eng
TRANSCRIPT
8/3/2019 Alerts+ +Eng
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BENEFITS
• Easily automate business processes.
Denecustomworkfowstostandardize
andstreamlineyourorganization’s
businessprocessesandstayagileatthe
sametime.
• Simpliy compliance management.
Createworkfowstoaddresscurrentrisk
andcompliancescenarios,andhelpensure
thatemployeesareollowingyour
organization’sbestpractices.
• Quickly create workfows using
templates. Useout-o-the-boxtemplates
toquicklycongureworkfowsor
commonbusinesstasksandactivities,
withouttheneedordeveloperassistance.
• Proactively monitor business activity
with alerts. Easilycreatealertstohelp
monitorkeyeventsromanyMicrosot
DynamicsAXrecordorromapredened
template.Withautomaticnotications,
yourpeopleareawareobottlenecksand
cantakequickactiontoresolvedelays.
• Provide fexible delivery or alerts. Give
peoplethenoticationinormationthey
needinavarietyoways—aspop-up
windows;e-mailmessagesthroughMicrosot®OceOutlook®orthrough
theirRoleCentersviatheMicrosot
DynamicsAXclient;orbyusingEnterprise
PortalinMicrosotDynamicsAX.
Workow and Alerts in Microsot Dynamics AX
Automate business processes and improve productivity by helping your people
manage and track key business events. With Microsot Dynamics® AX 2009,
people across your organization can create and standardize workows and set
alert rules that deliver automatic notifcations or critical tasks and actions.
Workow
Streamlineprocessesacrosstheorganizationbydeningworkfowsthataddresscurrent
businessneedsandthatrefectyourorganization’sbestpractices.Helpensurethatall
tasksandapprovalsoccurinthecorrectsequence,andcongureescalationpoliciesto
preventworkfowsromstalling.Youcaneasilyreassigntasksorapprovalstoanotheruser.
Reviewtheautomaticallycapturedworkfowhistorytoveriythecurrentstatusand
evaluateworkfowperormance.
Workfow and Alerts
Alerts
Youcanextendtheunctionalityocustomworkfowstoincludeautomaticnotications,
whichinormspecicindividualsaboutitemsthatrequireattention.Bysimplychecking
theirRoleCenters,peoplecanquicklyseenotications,prioritizetheirwork,and
respondquickly.
Employeescansetalertruleswitheasy-to-usetemplatesthataredesignedtohelp
managebusinesspriorities.Forexample,youcandeneanalerttosendnotication
whencertaincriteriaaremet,suchaswhenacustomershipmentarrivesorwhenan
accountpaymentisdelayedbyacertainnumberodays.Userswithadministrativerights
canalsocreate,modiy,anddeleterulesorothers.Forexample,awarehouseleadmight
setanalertorawarehouseemployeethatsendsnoticationoanimpendingdelivery.
Workflow output and alerts
Workflow history
8/3/2019 Alerts+ +Eng
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For more inormation about Workfow and Alerts in Microsot Dynamics AX, visit
www.microsoft.com/dynamics/ax.
FEATURES
Thisdocumentisorinormationalpurposesonly.
MICROSOFTMAKESNOWARRANTIES,EXPRESS,IMPLIED,ORSTATUTORY,ASTOTHEINFORMATIONINTHISDOCUMENT.
06/2008
Embedded workow
ramework
• CongureworkfowseasilywithanembeddedworkfowrameworkbasedonWindows®Workfow
Foundation.
• Deneautomatedapprovalorspecicdocuments,suchaspurchaserequisitions.
• Viewandtrackthestatusandhistoryospecicworkfowinstancesanddetermineichangesare
neededtoimproveeciency.
• Provideemployeeswithacentralizedworklistthatshowstheworkfowtasksandapprovalsassignedto
them.TheworklistisavailableintheMicrosotDynamicsAXclientandEnterprisePortalinMicrosot
DynamicsAX.
Out-o-the-box templates • Quicklystandardizebusinessprocessesusingout-o-the-boxtemplatesor:
• GeneralLedger—generaljournal,allocations,xedassets,andxedassetsbudget.
• AccountsReceivable—paymentjournal,drawbilloexchangejournal,protestbilloexchange
journal,redrawbilloexchangejournal,remittancejournal,andsettlebilloexchangejournal.
• AccountsPayable—invoiceregister,invoiceapprovaljournal,invoicejournal,paymentjournal,draw
promissorynotejournal,redrawpromissorynotejournal,remittancejournal,andsettlepromissory
notejournal.
• TradeandSource—purchaserequisitionapproval.
• ProjectAccounting—projectpurchaserequisitionapproval.
• ExpenseManagement—cashadvancerequesttemplate,expensetemplate,non–projectlineitem
workfowtemplate,andprojectexpenselineworkfowtemplate.
Workow confguration • Congurebusinessprocessesusingworkfowtemplates.
• Sequencetaskandapprovalworkfowelementstoestablishworkfowprocesses.
• Enterinstructionsandotherinormationtoassistuserswithworkfowactions.
Unifed Work List • Arrangeandviewworkfowitems,alertnotications,andactivitiesinonelocationromtheMicrosot
DynamicsAXclientorromEnterprisePortalinMicrosotDynamicsAX.
• Previewinormationoranitemandselectanavailableaction.
• NavigatetotheassociatedEnterprisePortalinMicrosotDynamicsAXWebpageortheMicrosot
DynamicsAXclientormtoviewallitem-relatedinormation.
Role-based alert
confguration
• Individualscansetalertsortasksandeventscriticaltotheirjobs.
• Userswithadministrativerightscancreate,modiy,anddeletealertrulesorspecicusers,andassignalertrulestoothers.
Easy alert setup • QuicklycreateanalertruleoranyrecordinMicrosotDynamicsAX.
• Easilysetupnewrulesbasedonsharedtemplates.
Multiple monitoring
capabilities
• Setalertstoreceivenoticationswhenspecicvalueschange.
• Setalertsboundtopredeneddates,suchasthenumberodaysbeoreaneventoraspecicdate
ateraneventistooccur.
Conditions fltering • Applyconditionstorulessothatalertsappearonlywhenconditionsaremet.
Flexible notifcation
delivery
• Receivealertsthoughadedicatedinbox,pop-upwindowsinMicrosotDynamicsAX,orase-mail
messagesinOutlookwiththeabilitytoviewalertdetails.
Quick access to alert details • Quicklyndinormationpertainingtoanalert,suchaswhenitoccurredandwhy,andthebeoreand
atervaluesoachange.
• Viewtheormwherethealertruleissetuptoseemoreinormation,suchasanewcustomerrecord
thattriggeredthealert.
• AccessalertsusingEnterprisePortalinMicrosotDynamicsAX.