Reminder not creating

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Posted on by Kiara93

Hi all,

I am having an issue with a specific customer when trying to create a reminder. Customer has been set up with Reminder terms code. and has a over due invoice Posting date 14/3/2025, due date 21/3/2025.

when using 'Create reminders' i have the filter posting date "01/01/2025.." or "01/01/2025..(today)" but the reminder will not show up. It will only appear if the date starts "09/01/2025" onward e.g. 09/01/2025.. or is earlier than starting date of 24/09/2024..until today (this date other entries are added to the list) we are only creating reminders for their 2025 invoices.

Has anyone experienced this before and know why i can not create them using the filter 1/12025..? this makes it hard as it then misses reminders that should be sent.

thank you

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Dynamics 365 Business Central

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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Hi, hope the following can give you some hints.

https://community.dynamics.com/forums/thread/details/?threadid=e05c87e7-0033-4984-9162-743fe0cd3350

https://businesscentralgeek.com/how-to-send-reminders-in-business-central

Thanks.

ZHU

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RockwithNav 8,600 Super User 2025 Season 2 on at

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Just have a look to this and see everything is falling in place -

https://learn.microsoft.com/en-us/training/modules/send-reminders-dynamics-365-business-central/

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Mansi Soni 8,907 Super User 2025 Season 2 on at

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Hello,

This issue likely relates to the Grace Period setting in the Reminder Terms or the Minimum Amount or Due Date Calculation on the reminder levels. If the due date is 21/03/2025 and the reminder terms have a grace period or minimum days overdue set, the reminder won’t trigger until after that period. That’s why it only appears from 09/01/2025 onward. Check the Reminder Terms setup and Reminder Level lines for any grace days, due date formulas, or minimum overdue criteria that might be delaying the reminder creation for invoices within your expected posting date filter.

Hope this will help you to resolve it!

Regards,
Mansi Soni

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Andrés Arias 4,188 Super User 2025 Season 2 on at

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Hello,

I hope the following video can help you.

https://www.youtube.com/watch?v=64exiLQt2Uo

https://learn.microsoft.com/en-us/training/modules/send-reminders-dynamics-365-business-central/

Regards,

Andres

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Khushbu Rajvi. 20,275 Super User 2025 Season 2 on at

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Adding more details: https://businesscentralgeek.com/how-to-send-reminders-in-business-central

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Jainam M. Kothari 15,631 Super User 2025 Season 2 on at

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Hello,

The issue you're facing with reminders in Business Central likely stems from how the system interprets the posting date filter in combination with the reminder terms setup. Even though the invoice is overdue and the customer has valid reminder terms, the reminder may not appear if the due date calculation, grace period, or reminder levels are not configured correctly—especially if fields are left blank instead of explicitly set to "0D". Additionally, if a reminder has already been created or the next level isn't due yet, the invoice won't show up again. Expanding the posting date filter range or reviewing the reminder terms setup can help resolve the issue.

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