Unapplied Payments incorrectly escalate Reminder Header Level

(1) Share

Report

Posted on by CU14051621-0

There is an issue in the standard Business Central reminder engine where an unapplied Customer Ledger Entry of Document Type "Payment" incorrectly forces the entire Reminder Header to escalate its "Reminder Level".

I think the standard logic does not take into account the reminder level for open Sales Credit Memos, but for some reason unapplied/open payments escalates the Reminder Level.

This results in customers receiving level 5 reminders for overdue invoices when they should only be receiving level 1. This happens because the system is forcing the header level to jump based on an old, unapplied payment that simply needs to be included on the reminder to show their true balance.

My current workaround is to 'Update Reminder Text' and change the level that way if I'm creating and issuing them manually.

Please let me know if I'm wrong here or if there is an alternative workaround