1. Setup an email address for any user who will receive the alerts and enable workflow email alerts for that user
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2. Configure AX E-mail Parameters to use the SMTP server
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3. Create an email template
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4. Assign your email template to the specific workflow
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5. Setup the appropriate notifications on the specific task/control/approval
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6. Setup the batch job to distribute the email messages
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7. Monitor e-mail sending status
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a. System Administration -> Common -> Users
b. Highlight the user and click Options. Enter the users E-mail address.
c. On the left side click ‘Notifications’ and then check the box next to ‘Send notifications in email’.
2. Configure AX E-mail Parameters to use the SMTP server
a. System Administration -> Setup -> System -> E-mail Parameters
b. Enter the appropriate information specific to your mail server.
3. Create an email template
a. Organization Administration -> Setup -> E-mail Templates
b. Check the ‘Show system e-mails’ box. This must be done before setting up the template. If the template is not setup as a system e-mail then it will not be available later when we assign it to a workflow.
4. Assign your email template to the specific workflow
a. Open the workflow, select Basic Settings and choose your workflow template
5. Setup the appropriate notifications on the specific task/control/approval
6. Setup the batch job to distribute the email messages
a. System Administration -> Periodic -> E-mail Processing -> Batch
b. If you want the emails to send out on a regular schedule then make sure you select the batch processing box and adjust the recurrence to reflect that schedule.
7. Monitor e-mail sending status
a. System Administration -> Periodic -> E-mail Processing -> E-mail Sending Status
b. You will see pending/failed messages in the grid if you have any available to view. The check box at the top will include successfully sent out messages as well as the pending/failed.
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