Dynamics Community Forum Thread Details

Hi BC Community,

I'm having issues with batch creating reminders. Current workaround is to manually create for a single customer. I have enabled the "Only Entries with Overdue Amounts" and "Include Entries On Hold" toggle to create reminders for overdue invoices, no other filters have been set.

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There are some reminders that are not being created even though these customer accounts have overdue invoices. I have also made sure to set Posting Date and Document Date to be after Invoice Due Date on the Create Reminder screen shown above. Tried setting Due Date Calculation to 0D on Reminder Terms but does not seem to help as well. Odd behaviour is happening which I can't ascertain the cause:

Test Scenario #1

Invoice Due Date = 06/05/22

Posting Date & Document Date (set on Create Reminders screen) = 12/05/22

Result: No reminders created. No error message.

Test Scenario #2

Invoice Due Date = 06/05/22

Posting Date (set on Create Reminders screen) = 12/05/22

Document Date (set on Create Reminders screen) = 11/05/22

Result: 1 reminder created.

Test Scenario #3

Invoice Due Date = 06/05/22

Posting Date & Document Date (set on Create Reminders screen) = 08/05/22

Result: 1 reminder created.

I have made sure that these overdue invoices are not "On Hold" on customer ledger entries. I have also checked that a Reminder Terms have been set up and all customers have a reminder term set on the customer card. I have also checked that there are no reminders at Level 5 as Microsoft documentation states that creation of reminders for a particular customer will be blocked until invoice is paid if the customer has an overdue invoice with a Level 5 reminder.

I am not sure where else to look, hence am seeking the expertise of the community, hoping to get some insights.

Thanks!

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