Invoices 90 days past due notification

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Posted on by Danielg2

Hello All,

I wanted to start with saying this is for Dynamics NAV 2015.

I am currently trying to create a notification and a dashboard that shows the number of invoices past due by 60 and 90 days, focusing on the 90-day mark. I am going in circles and don't know the proper area for this as there seem to be multiple. I followed a video showing how to create a reminder but the reminder does not do anything or will not run.

Here is the error message:

Any help is greatly appreciated.

Thank you,
Daniel

Categories:

Sales

Financial Management

Management Reporter

Administration and Setup

Development / Customization / SDK

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Community Member Microsoft Employee on at

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RE: Invoices 90 days past due notification

Daniel,

I am attaching my training document for Reminders. Follow the setup steps and then you will be able to create a Reminder for the 30, 60, 90 day rule you want to establish.

In the meantime, you could go to the Aged Accounts Receivable Report and set the Options to Show if Overdue By 90D and make sure the Aged By = Due Date.

Hope this helps.

Thanks,

Steve

[View:/cfs-file/__key/communityserver-discussions-components-files/34/0434.Finance_2D00_Reminders.pdf]
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YUN ZHU 69,760 Super User 2024 Season 2 on at

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RE: Invoices 90 days past due notification

Hi, Hope the following helps.

docs.microsoft.com/.../ui-create-number-series

www.youtube.com/watch

Thanks.

ZHU
Danielg2 5 on at

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RE: Invoices 90 days past due notification

Hi ZHU, this was very helpful. thank you for the screenshots. As you both mentioned creating a No. series, how do you do that part?
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YUN ZHU 69,760 Super User 2024 Season 2 on at

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RE: Invoices 90 days past due notification

Hi, as Josh mentioned, you need to set a No. Series for Issued Reminder Nos. on the Sales & Receivables Setup page.

For example,

Hope this also helps.

Thanks.

ZHU
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JAngle 33,155 on at

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RE: Invoices 90 days past due notification

Search for sales & receivables setup. The page has a numbers section. Add a value to the issues reminders field. This may involve creating a new number series.