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Set up alerts

Note

Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.

Alerts form a notification system for critical events in finance and operations. Use alerts to stay informed about events that you want to track during the workday. Set up a set of alert rules so that you're alerted when a batch job ends, ends in error, or is canceled. Select whether the alerts are emailed to you or appear as notifications in the Action center. Set up alerts per batch job and per user.

Set up alerts for batch enhanced forms

Follow these steps to set up alerts for batch enhanced forms.

  1. Go to System administration > Inquiries > Batch jobs.

  2. Select a batch job in the list, and then, on the Action Pane, select Alerts.

  3. In the Batch job alerts dialog box, configure the alerts, and then select OK.

    Screenshot of the Batch job alerts dialog box configuration.

  4. Check the Action center for alert notifications.

    Screenshot of an alert notification in the Action center.

Set up alerts for batch legacy forms

Follow these steps to set up alerts for batch legacy forms.

  1. Go to System administration > Inquiries > Batch jobs.

  2. Select a batch job in the list. On the Action Pane, select Alerts on the Batch job tab.

    Screenshot of the legacy batch job form with the Alerts option on the Batch job tab.

  3. In the Batch job alerts dialog box, configure the alerts, and then select OK.

Note

To receive email notifications, in the Batch job alerts dialog box, set the Email option to Yes.