there are a few ways to achieve an annual reminder to update form footer details for Sales Invoices and Sales Orders. Here are some suggestions:
Use Workflow: You can create a workflow that triggers annually and sends a notification or email to the user group responsible for updating the form footer details. The workflow can include a reminder message and instructions for updating the details.
Utilize Power Automate: Power Automate can be used to create a flow that sends a reminder email or notification to the designated user group on an annual basis. The flow can be scheduled to run at a specific time each year and include relevant information for updating the form footer details.
Configure Alerts: F&O allows you to set up alerts for various events or conditions. You can configure an alert that triggers annually and notifies the user group about the need to update the form footer details. The alert can be set up to appear as a pop-up or send an email notification.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,269 Super User 2024 Season 2
Martin Dráb 230,188 Most Valuable Professional
nmaenpaa 101,156