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Invoices 90 days past due notification

Posted on by 5

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: 

pastedimage1651622966174v1.png 

Any help is greatly appreciated. 

Thank you,
Daniel

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    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.

    pastedimage1651872866961v1.png

    Hope this helps.

    Thanks,

    Steve

    [View:/cfs-file/__key/communityserver-discussions-components-files/34/0434.Finance_2D00_Reminders.pdf]

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,565 Super User 2024 Season 2 on at
    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 Profile Picture
    Danielg2 5 on at
    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?

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,565 Super User 2024 Season 2 on at
    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,

    pastedimage1651627099111v1.png

    pastedimage1651627137567v2.png

    Hope this also helps.

    Thanks.

    ZHU

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,159 on at
    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.

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