This is what happens in the video
In Microsoft Dynamics 365 Business Central, you can cancel an issued reminder directly from the reminder itself. When you cancel an issued reminder, any interest that was automatically posted when the reminder was issued is cancelled as well.
To cancel an issued reminder, open it, go to the Process menu, and choose Cancel. You then decide whether to reuse the same document number or take a number from the number series defined in your sales setup, and whether to keep the original posting date or use a new one.
Cancelling an issued reminder in Business Central
If you have issued a reminder and need to reverse it, you do not have to handle it manually. Business Central lets you cancel an issued reminder directly from the reminder document.
An important detail: if interest was automatically posted when the reminder was issued, that interest is cancelled at the same time. You do not have to track down and reverse the interest posting separately.
How to cancel an issued reminder step by step
Start by opening the issued reminder you want to cancel. Go to the Process menu and choose Cancel.
Business Central then gives you a couple of choices before completing the cancellation:
- Document number: Decide whether to use the same document number or take the number from the number series defined in your sales setup.
- Posting date: Decide whether to use the original posting date or enter a new posting date.
Once you have made your selections, press OK. The reminder is then marked as cancelled, and you can confirm this directly on the reminder.
Q&A
Can you cancel an issued reminder in Business Central?
Yes. You can cancel an issued reminder directly from the reminder document by opening it, going to the Process menu, and choosing Cancel.
What happens to interest that was posted when the reminder was issued?
If interest was automatically posted when the reminder was issued, that interest is cancelled as well when you cancel the reminder. You do not need to reverse it separately.
What options do you get when cancelling an issued reminder?
You choose whether to use the same document number or a number from the number series in your sales setup, and whether to keep the original posting date or use a new posting date.