September 11, 2012

Field Service Business Alerts

I had a question come up during a GPUG Lunch 'n Learn session last week on Business Alerts.  A user wanted to know how to set an alert using the Field Service tables.  I had never tried that before and found that the Field Service tables were not available in the Business Alerts Wizard.  Thank goodness for the Dynamics GP Forum and Leslie Vail.
Leslie explained that the tables must be added via Business Alerts Table Maintenance (Administration>>Utilities>>Business Alerts.)  See the image below -
Select your Dictionary, Series, and Table(s), click Process and you're good to go.  Now the Field Service tables are available in the BA wizard.
Thanks Leslie!


neetib said...

Interesting post and thanks for sharing.

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Anita said...

What if the Process button is grayed out? Is that a security issue? I'm set up as a poweruser.