You can create alert rules from within any form in Microsoft Dynamics AX or from the Manage alert rulesform.

If the form with the data that you want to monitor is open, you can also create rules by selecting the Create alert rulecommand on the Commandmenu.

Create a rule from within a form

Open the form that contains the data that you want to monitor.
Right-click the field for which you want to set up an alert rule, or right-click anywhere in the form, and click Create alert rule.

–or–

On the Commandmenu, click Create alert rule.
Select the field that you want to monitor in the Fieldlist.
Select the event type in the Eventlist.
Select an option in the Alert me forsection.

For more information, see Alert me for options.
If you want the alert rule to become inactive on a specific date, select an end date in the Alert me untilsection.

For more information, see End date and no end date options.
Enter an optional message in the Messagefield. The text is the message you receive when an alert is triggered.

Click Accounts payable> Common Forms> Purchase Order Details.
On the Deliverytab, right-click the Delivery datefield and select Create alert rule.
In the Create alert ruleform, select has been postponedin the Eventlist.

When you close the Create alert ruleform, your rule appears in the Manage alert rulesform.

When you close the Create alert ruleform, your rule appears in the Manage alert rulesform.

Create a rule by using the Manage alert rule form

When you create an alert rule from within a form, the Manage alert rulesform also opens, and you can then create additional alerts for the same form.

In the Manage alert rulesform, click Create alert rule, and then click the form name that appears in the submenu.

If you base your alert rules on a predefined template, you do not need to decide on all the details of the alert rule setup.

Click Microsoft Dynamics AXmenu > Tools> Manage alert rules.
Click Create alert rule, and then click From templateor press CTRL+N. A list of all available company-specific templates will be displayed.
Select the template that you want to use, and then click OK.
In the Manage alert rulesform, select the appropriate options in the Alert me forand Alert me withsections.