It's always nice to be reminded when you're bound to forget something important. It's even better to get an automatic reminder triggered by certain events. Well, Microsoft Dynamics GP has prebuilt functionality to remind users when certain thresholds are approaching or met. For example, GP can provide a reminder when invoices are overdue or payables are due.
In this recipe, we'll look at how to set up the built-in Reminders.
Click on Home on the Navigation Pane on the left to open the Home page. In the To Do section click on New Reminder. The Predefined Reminders section is at the top. It contains a set of commonly used reminders and the ability to set the number of days around which a reminder is given.
For our example, select the Remind Me checkbox next to Overdue Invoices and Payables Due. In the Remind Me days field enter 5 next to days after due date on the Overdue Invoices line.
Select the Display as a...