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Creating Reminders in NAV 2017?

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Posted on by laihsb

Hey everyone,

As the title says, we're looking to automate reminders for our customers within our NAV 2017 system for overdue payments. Is this possible to do in NAV 2017? Like for example: When a customer payment is overdue, it will generate an email to the customer with a reminder and how much they owe in a PDF format? I'm fairly new to NAV and I'm not sure if this is possible, so any suggestions or recommendations are appreciated!

Thanks!

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Community Member on at

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RE: Creating Reminders in NAV 2017?

Laihsb,

Reminders are easy to setup but make sure you set them up slowly and follow the setup steps. I am attaching my Reminder manual to assist you. If you need help, feel free to reach out.

6740.Finance_2D00_Reminders.pdf

Hope this helps.

Thanks,

Steve
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YUN ZHU 78,200 Super User 2025 Season 1 on at

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RE: Creating Reminders in NAV 2017?

Hi, I think the standard function can do it.

More details:

https://www.youtube.com/watch?v=GfNwLJDQvko

https://docs.microsoft.com/en-us/dynamics-nav-app/receivables-collect-outstanding-balances

https://tinamenezes.wordpress.com/2019/02/01/reminders-functionality-in-dynamics-nav/

Hope this will help.

Thanks.

ZHU