How to automatically create reminders in Business Central?
To create reminders automatically in a batch job, we can do this from the reminder page.
This is what happens in the video
You can create reminders automatically in Microsoft Dynamics 365 Business Central by running a batch job from the Reminders page or directly from the Accountant role centre.
The batch job only generates reminders for customers who have a reminder term set on their customer card. If the reminder term is missing, the customer is skipped.
When you create reminders, you set a document date and a posting date. You can choose to include only open overdue entries, include entries on hold, and apply the header level to all reminder lines.
After the reminders are created, you issue them. When you issue a reminder, you can print it, email it, or just issue it without output. Issued reminders are posted and you find them by searching for “Issued Reminders”.
Creating reminders automatically with a batch job
To create reminders automatically in a batch job, you start from the Reminders page. If you use the Accountant role centre, you can also start the process directly from there under Create and Create Reminders.
From the Reminders page, go to Process and choose Create Reminders. This opens the batch job where you set up how the reminders should be generated.
Settings for the Create Reminders batch job
In the batch job you can set the following options:
- Document date and posting date: These dates are applied to the reminders that are created.
- Only open overdue entries: If you enable this, the system only inserts entries where the due date is earlier than the document date on the reminder.
- Include entries on hold: Choose whether entries that are on hold should be included on the reminder.
- Use header level: When enabled, the header level is used on all reminder lines. The header level is the highest reminder level found on the reminder.
You can also set additional filters to control which customers and entries are included.
Reminder terms are required on the customer card
For the batch job to generate automatic reminders, the customer must have a reminder term set on the customer card. Customers without a reminder term are not included when the batch job runs, even if they have overdue entries.
When the batch job finishes, the system has automatically generated reminders for the customers who have overdue entries and a valid reminder term.
Reviewing a generated reminder
You can review a reminder by opening the document. On the reminder you see the start text, the reminder lines, and the end text. This lets you check the content before you issue it.
Issuing a reminder
To issue a reminder, go to Process and choose Issue. In the print options you decide whether to print the reminder, email it, or just issue it without producing any output.
You can replace the posting date with a date filter. If you send the reminder as an email, you can hide the email dialogue so the process runs without prompts.
Once issued, the reminder is posted in the system.
Finding issued reminders
To find a reminder you have issued, search for “Issued Reminders”. This page lists all the reminders that have been issued in your system.
Q&A
How do you create reminders automatically in Business Central?
Go to the Reminders page, choose Process and then Create Reminders to run the batch job. You can also start it from the Accountant role centre under Create and Create Reminders. The batch job generates reminders for all customers with overdue entries.
Why does the batch job not create a reminder for a customer?
The customer must have a reminder term set on the customer card. If the reminder term is missing, the batch job skips the customer even if they have overdue entries.
What does “only open overdue entries” do in the Create Reminders batch job?
It inserts only the entries where the due date is earlier than the document date on the reminder, so only genuinely overdue entries are included.
What is the header level on a reminder?
The header level is the highest reminder level found on the reminder. When you enable “use header level”, that level is applied to all reminder lines.
How do you issue a reminder and choose between print and email?
Go to Process and choose Issue. In the print options you can choose to print the reminder, email it, or just issue it. If you email it, you can hide the email dialogue.
Where do you find reminders after they have been issued?
Search for “Issued Reminders”. This page lists all reminders that have been issued in the system.