Set up status management

Status Management  •  Article  •  6/10/2024  • 

Alerts

The status management setup must be completed before working with alerts within the Aptean Status Management extension.

Multiple alerts can be created while using the Aptean Status Management extension. These alerts can be used, for example, to send an email via Microsoft Automate or trigger another process in an external system (using HTTP endpoints).

You can configure the URL using the Power Automate's HTTP Request trigger to seamlessly integrate it with the Aptean Status Management extension. Upon completion of this configuration, Business Central will promptly activate the corresponding Power Automate flow whenever an alert is detected. This flow offers flexibility, allowing notifications to be dispatched through various channels.

Additionally, you can enhance navigation efficiency by adding system IDs to URLs, facilitating quick access to customer records, item records, production BOM records, sales headers and purchase headers within the system.

Whenever a status management status code is changed via Change Mgmt Status function , the system creates a so-called status management log. Important to notice is that this log record is only created if the standard Microsoft Dynamics 365 Business Central Change log is activated and for the corresponding table (e.g. Purchase header) changes are logged when inserting, modifying, or deleting all, or some fields.

  1. Select the Search icon , enter Status Management Setup and then choose the related link.
    The Status Management Setup page opens.
  2. Turn on the Alerts toggle .
  3. Enter Endpoint Alerts.
    This specifies the URL for the HTTP endpoints to which the status management alerts will be posted.
  4. In the Authentication Type field, select the type of authentication to verify the users from the following options.
    • Basic - Requires users to provide a username and password for access.
    • Anonymous - Users can interact with the endpoint to manage alerts without needing authentication credentials such as a username or password.
  5. Enter the user credentials in the Username and Password fields only when the Authentication Type is set as Basic.

The setup for status management alerts is completed.

Change log

In order to track the change of the status management status (e.g. of a customer), the standard Dynamics 365 Business Central change log needs to be activated.

  1. Select the Search icon ,enter Change Log Setup and then choose the related link.
    The Change Log Setup page opens.
  2. Turn on the Change Log Activated toggle.
  3. On the action bar, select Setup >Tables to open the Change Log Setup (Table) List page.
  4. Select the Customer cell in the Name field.
  5. In the Log Insertion field and choose an option from the field: Some Fields or All Fields.
  6. In the Log Modification field and choose an option from the list: Some Fields or All Fields.
  7. In the Log Deletion field and choose an option from the list: Some Fields or All Fields.
  8. Select Close.

The change log is now activated for the customer table.