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156My goal: To create a reminder in Business Central that can become an automated job queue entry to send out invoices that are outstanding over a certain range of time without any interest. Not only for Sales Order created Invoices, but for Sales Return Order created Invoices as well.
My problem: When I go to Process then Suggest Reminder Lines... and then OK, the item lines of my reminder remain empty. I am unsure of what the proper method of automatically filling in the item lines with outstanding owing invoices for the mentioned customer. The main idea is to make this process automated and not have someone manually perform this process over and over again.
Troubleshooting done:
- After looking up https://learn.microsoft.com/en-au/dynamics365/business-central/finance-setup-reminders I created reminder terms that is supposed to send out reminders without increasing any interest, so I set the minimum amount to 0.00 in local currency, maximum number of reminders to 1 and selected Fixed Fee Calculation Type within levels. I then went back to Reminder card and selected the Reminder Terms Code to my newly created reminder term.
- After looking up https://usedynamics.com/business-central/finance/reminder-header-level/ I created another Reminder document for another customer, highlighted both the existing and new Reminder documents, then went to Process > Create Reminders > OK with the impression from the video that this will create the item lines for me (with the owing invoices and their amounts as mentioned earlier)
- I also tried Process > Suggest Reminder Lines, the error that I get reads "Interest Account is missing in Customer Posting Group Code: DOMESTIC" so for this Customer Posting Group, I looked for the column for Interest Account and I decided to create a new G/L account so that I can select it for that cell. At this part, I am unsure what is the correct set up for a G/L Account to make sure I am doing this portion properly.
- After looking up https://usedynamics.com/document-handling/bulk-sales-reminder/ I highlighted the two Reminders I created and under Process > Issue... I noticed that there is no option for Process with Job Queue as described on the video I watched.
Your help is much well appreciated.
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