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Reminder does not include all overdue invoices

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Posted on by CU17101358-0

Hi Everyone,

I have a problem when creating Reminders.

The first time I created reminders for overdue sales invoices all works well and all overdue invoices appear on the reminder. However, when I want to create a new reminder the second time (say two weeks later) for the same invoice, then it does not appear on the reminderlines.

Does anybody have a clue how to solve this?

In the reminder terms I have set the grace period formula and due date formula for the reminder levels to 0D.

When I create reminders I want all overdue invoices to appear on the reminderlines.

Your help is much appreciated!

Kind regards.

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Katrin Kinau on at

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Hi,

Can you please check if the customer ledger entry for this invoice has a value in field "On Hold"? Entries will not be suggested as long as they are "On Hold".

Thanks,

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CU17101358-0 46 on at

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Hi Katrin,

Thanks for your reply. Yes in the 'On Hold' field there is a value 'DSP', I don't know what this means. My Business Central is in Dutch so I don't know whether the 'DSP' value is the same in the English version.

Is there a way to turn of this option? I don't ever want an invoice to be 'On Hold' actually.

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MartinNL 480 on at

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Hi,

In the 'On Hold' field this is usually the users initials added when wanting to put the invoice on hold, as the field is a 3 character limit this is why initials are used and manually added. Removing the 'DSP' in there should solve the issue, but I would check with colleagues on why it was added.

Regards,

Martin

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CU17101358-0 46 on at

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Hi Martin,

Yes, it works when I remove this value for some of the invoices. However, when I create new reminders these reminders do still not contain all overdue invoices, even for invoices without a value in 'On Hold'.

The only solution is have found is to cancel the already sent reminder and after that create new reminders. However, this causes a lot of work and can easily lead to overlooking some open invoices.

Is there a solution which makes me able to create reminders that does always contain all overdue invoices (unless there is a value in the 'on hold' field)?

Hope you can help me!

Kind regards,

Jelle

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Katrin Kinau on at

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Hi Jelle,

When a reminder has been created and issued for an invoice and the invoice has not been applied in the meantime (so still remains open), then it should be suggested on a new reminder, as long as all requirements of the next reminder level are met (due dates, grace periods and such).

It is not neccessary to undo / delete the last reminder.

I am not aware of any issues in the standard application.

What is the document and posting date of the last issued reminder? What is the document and posting date of the newly created reminder? The entry does not have any value in field "On Hold", correct? And the entry is also still open, correct?

If this issue remains, I would suggest to create a support ticket for this. Then we can analyze this more in detail.

You can do this yourself if you are a CSP / Dynamics 365 Partner or ask your reseller to create a ticket on your behalf.

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MartinNL 480 on at

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Hi Jelle,

To add to what Katrin has mentioned, I have made an example in my Business Central environment. The dates are really important when working with reminders.

Scenario:

Customer has 2 invoices that are posted about 2 weeks apart.

Customer has payment terms 14D

Reminder Terms are setup as you described all being 0D

Invoice 1:

Document Date = 14/01/2021

Posting Date = 14/01/2021

Due Date = 28/01/2021

Invoice 2:

Document Date = 29/01/2021

Posting Date = 29/01/2021

Due Date = 12/02/2021

Reminder 1:

Document Date = 01/02/2021

Posting Date = 01/02/2021

Due Date = 01/02/2021

Reminder 2:

Document Date = 15/02/2021

Posting Date = 15/02/2021

Due Date = 15/02/2021

As you can see it is possible that all the open over due invoices where a reminder terms existed when posting are included in the new reminder. It should not be necessary to cancel an existing reminders (lower levels) to run the next reminder.

I hope this provides some help, if not I am happy to assist, can also send me a private message

Regards,

Martin

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CU17101358-0 46 on at

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Hi Martin & Katrin,

Thank you both.

I think what I missed was that I initially had no value in some of the fields for the 'Due date calculation' field. I left some of those field blank and had only filled in '0D' in some of the fields, assuming it didn't make a difference. However, apparently leaving the field blank and having an actual calcultion of 0D does make a difference.

Thank you again, it works now.

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