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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Create and Issue remin...
Small and medium business | Business Central, N...
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Create and Issue reminders via job queue

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Posted on by Micheleish 105

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.

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Does anyone have experience with reminders?

Thanks,

Michele

  • AnisaS Profile Picture
    AnisaS 2 on at
    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
  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 4,250 Super User 2025 Season 1 on at
    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.

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