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.
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.
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