Reminders Not Creating

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Posted on by Dallefeld

169 User Group Leader

I have two companies. Setup reminder terms, applied to customers and creating reminders from the batch process works fine in company A but in company B only creates for some users. User that cannot create reminders in company B has no company permission restrictions. This user was the person who setup the reminder terms in both companies, company B was the first company to be setup.

It seems like this is a filter problem, in create reminders we deleted the 'user default values from' record field, restarted the process, no reminders were created.

We filtered from first customer to last customer, no reminders were created.

We did not toggle on any of the options when running create reminders, used the date of 2/15/22, no reminders were created.

Any ideas?

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Inge M. Bruvik 993 Super User 2024 Season 1 on at

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RE: Reminders Not Creating

Just because i have made this mistake myself sometimes. Are you sure that the invoices you try to create reminders for where posted after the reminder codes was set up?

If an invoice was posted before the reminder system was configured those invoices will not be subject for reminders.
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Marco Mels on at

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RE: Reminders Not Creating

Hello,

That is a tough one to give you a possible suggestion without being able to verify system setup. If this is happening in SaaS we may be able to look at the telemetry for your tenant. You would need to raise a ticket to Microsoft via your partner or CSP.

Thanks.