Due date-type events [AX 2012]

Updated: April 25, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Due date events are part of the rules that trigger alerts when a due date changes. The following table explains the options that are available for due date events.

Option

When an alert is triggered

is due in

This many days before the date that is stated in your business data. For example, a purchase order has a delivery date of October 16, and the is due in option is set to two weeks. Therefore, the rule triggers an alert on October 2.

is due

On the date that is specified in your business data.

was due this amount of time ago

This many days after the date that is stated in your business data.

You are also alerted if your business data changes in such a way that the due date interval becomes less than the number of days that you originally entered as the due date interval. For example, you have created a rule that alerts you two weeks before the delivery date of any purchase order. If a purchase order is created that has a delivery date that is only one week away, you receive an alert when the purchase order is created, because the purchase order is in the two-week period that you defined.

NoteNote

Generally, a due date alert rule triggers only one alert, and this occurs when the due date arrives. However, if the due date is changed after an alert is triggered, a new alert is triggered on the new due date.

For a project that you manage, it is very important that you receive deliveries on time. Purchases are handled through the purchasing department of your company, but you want to follow up on deliveries for your project two weeks before the actual delivery date.

Therefore, you create a rule that triggers an alert when the delivery date of purchase orders for your project is two weeks away. You also specify that the alerts are limited to deliveries for your project.

  1. Click Procurement and sourcing > Common > Purchase orders > All purchase orders.

  2. Select a record. On the Action Pane, click Edit.

  3. In the Purchase order form, expand the Purchase order header tab. Right-click the Delivery date field, and then select Create alert rule.

  4. In the Create alert rule form, follow these steps to create the rule:

    • Under Send email alerts for job status changes, in the Field list, select Delivery date.

    • Under Send email alerts for job status changes, in the Event list, select is due in, and then select 2 weeks.

    • Under Alert me for, select Only records that match the selected filter, and then click Select to open the Inquiry dialog box. In the Inquiry dialog box, specify purchase orders for a specific project.

    • Under Alert me until, select No end date. Alerts continue to be triggered indefinitely. The rule never becomes inactive.

    • Under Alert me with, accept or modify the title of the alert. Optionally, you can write a message that is sent when the alert is triggered.

  5. Click OK to activate the rule.

You want to monitor the quotations that are issued from your company. On the expiration date of the quotations, you want to remember to check the details.

Therefore, you create a rule that triggers an alert on the expiration date of each project quotation.

  1. Click Project management and accounting > Common > Quotations > Project quotations.

  2. Select a record. On the Action Pane, click Edit.

  3. On the Action Pane, in the Show group, click Header View.

  4. Expand the General tab. Right-click the Expiration date field, and then select Create alert rule.

  5. In the Create alert rule form, follow these steps to create the rule:

    • Under Send email alerts for job status changes, in the Field list, select Expiration date.

    • Under Send email alerts for job status changes, in the Event list, select is due.

    • Under Alert me for, select All records in %1 to be alerted about the expiration date of all project quotations.

    • Under Alert me until, select No end date. Alerts continue to be triggered indefinitely. The rule never becomes inactive.

    • Under Alert me with, accept or modify the title of the alert. Optionally, you can write a message that is sent when the alert is triggered.

  6. Click OK to activate the rule.

Your company receives multiple orders from one customer, and the total amount for the sales orders is large. You want to make sure that the customer pays the invoices, and you want to be alerted four days after the confirmed receipt date of the orders.

Therefore, you create a rule that triggers an alert four days after the confirmed receipt date. You also specify that you want to be alerted only about orders that are actually invoiced.

  1. Click Sales and marketing > Common > Sales orders > All sales orders.

  2. Select an open order. On the Action Pane, click Edit.

  3. On the Action Pane, in the Show group, click Header View.

  4. Expand the Delivery tab. Right-click the Confirmed receipt date field, and then select Create alert rule.

  5. In the Create alert rule form, follow these steps to create the rule:

    • Under Send email alerts for job status changes, in the Field list, select Confirmed receipt date.

    • Under Send email alerts for job status changes, in the Event list, select was due this amount of time ago, and then select 4 calendar days.

    • Under Alert me for, select Only records in %1 that match the selected filter, and then click Select to open the Inquiry dialog box. In the Inquiry dialog box, specify sales orders that are for the customer, and that have the status Invoiced.

    • Under Alert me until, select No end date. Alerts continue to be triggered indefinitely. The rule never becomes inactive.

    • Under Alert me with, accept or modify the title of the alert. Optionally, you can write a message that is sent when the alert is triggered.

  6. Click OK to activate the rule.


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