How To Send Reminders of Outstanding Balances in Dynamics 365 Business Central

You can use reminders to remind customers about overdue amounts. You can also use reminders to calculate finance charges such as interest or fees and include them on the reminder.

Let's take a look at the steps to enable this functionality.


1. Assigned Reminder Terms to a Customer


 2. To create a reminder automatically


After the reminder is created, please proceed with the registration as per the screenshot below.


  3. To create a reminder manually



 4. To cancel an issued reminder


#consolidations #intercompanies #transferloungeinit



Comments

Post a Comment

Popular posts from this blog

Ace the MB-800 Exam: Tips and Strategies for Success

 The Microsoft Dynamics Business Central MB-800 exam is a certification exam that tests your knowledge and skills in Business Central. Achieving certification in Business Central can help you advance your career and demonstrate your expertise in this software. If you are preparing to take the MB-800 exam, here are some tips and strategies that can help you succeed: Familiarize yourself with the exam format and content:   The MB-800 exam consists of 40-60 multiple-choice and case study questions and covers a range of topics. It is important to understand the exam format and content in order to prepare effectively. Here is the link to download MB-800 Study Guide to review the exam objectives.  Exam MB-800: Microsoft Dynamics 365 Business Central Functional Consultant - Certifications | Microsoft Learn .  Use study materials and resources: There are a variety of study materials and resources available to help you prepare for the MB-800 exam. These can include books, on...
Read more

Empowering Your Business with Custom Report Layouts in Business Central

Image
  In today's fast-paced business world, having well-designed and professional reports is crucial for success. That's where the Standard Reports in Business Central come into play. But what if you need to make modifications to these reports to align them with your company's unique needs and requirements? T he good news is that you can tailor the layout to meet your specific needs, without relying on technical expertise or the need for extensive programming or coding knowledge. Let's take a quick tour of how to utilize this fantastic feature in Business Central: Step 1: To modify a report layout, the first step involves exporting the existing layout as a file to a location on your computer or network. Step 2: Export the existing report layout to your computer or network, giving you the freedom to explore and modify it at your convenience. Step 3: Open the exported layout in MS word, click on the “XML Mapping Pane” under the Developer tab to open the XML Mapping.   ...
Read more

How to Reverse Disposal Fixed Asset Ledger Entries in Business Central

Image
 The main point for corrections in Fixed Assets is the usage of function “Cancel Entries” (Report 5686) “Cancel Entries” can be started from the FA Ledger Entries. This function copies the fixed asset ledger entries that you want to cancel to a journal.  If the fixed asset(s) are integrated with the general ledger, the program transfers the entries to the FA G/L journal . Otherwise, the program transfers the entries to the FA journal. You can then post the journal or adjust the entries before posting, if necessary. The fixed asset ledger entries are then removed from the FA Ledger Entries window and are posted to the FA Error Ledger Entries window. The steps below should be followed in using the Cancel Entries function to correct or reverse your Fixed Asset ledger entries: 1. Navigate to the FA Ledger entries page 2. Filter the document no. of the Disposal entries you would like to reverse Note: You need to select and Cancel the Depreciation Entries first before the Acquisiti...
Read more