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Set up order events

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to set up order events to track actions that users take in relation to various types of customer orders. You can use order event tracking for auditing purposes, to review the actions that are taken against an order during the order’s life cycle, or to track the actions of a specific user. For example, you can record the action every time a user creates a sales order, places a hold on an order, overrides a charge, or updates an order line. You can set up order events to track actions for specific users, groups of users, or all users during a specific period of time. You can view the actions that were taken on a document by opening the Order events form from the Action Pane in the specific document form.

You can set up order events to track actions that are completed for the following document types:

  • Sales orders

  • Return orders

  • Sales quotations

  • Direct delivery orders

  • Automatic notifications and cancellations

Set up order events

  1. Click Sales and marketing > Setup > Events > Order events.

  2. In the Order event setup form, click Create a new record.

  3. In the User code field, select whether to apply the order event to specific users, groups of users, or all users.

  4. If appropriate, in the User relation field, select who the order event should be applied to, based on the selection in the User code field.

  5. Enter a start date and end date for the time period during which the order event should be applied.

  6. On each FastTab, select the actions that trigger an event, or click Select all to select all actions.

Technical information for system administrators

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

Call center

Security roles

Sales Manager, System administrator