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Create and Issue reminders via job queue

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Posted on by Micheleish

My initial setup of the two jobs, one to create and one to issue is not working. I'm wondering if someone can suggest a setup that would create reminders, then issue those reminders via email to customers weekly.

Got an error initially "document date needed" - then I got one to run, but then it was not successful creating additional reminders. I'm wondering if I have the levels set up incorrectly. I don't fully grasp the grace period and due date calculation fields.

Does anyone have experience with reminders?

Thanks,

Michele

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AnisaS 2 on at

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Create and Issue reminders via job queue

Hi Michele,

Were you able to complete the setup of these job ques?

I am having the same issue, not sure if you managed to find a solution.

Thank you

Anisa
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KasparsSemjonovs 3,926 Super User 2024 Season 2 on at

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RE: Create and Issue reminders via job queue

Hi,

Grace Period: Specifies the period after the due date of the invoice or from the due date of the previous reminder after which the reminder is created.

Due date calculation: Due date of the reminder. The due date is calculated from the due date of the reminder header.

(info form Reminders functionality in Dynamics NAV – Tina Menezes' Blogs (wordpress.com) )

So in Your case, 1st level reminder is created 1D after Due Date of original invoice.

2nd level reminder is created 1M+1W+1D after Original invoice Due date

3rd level reminder is created1M+1W+1M+1W+1D after Original invoice Due date

and so on.