Re: Reminder Software Free Download Crack
Boots Lucier
I understand approvers receive email notifications 3 days after a report is submitted if it is still not approved. However we would like to send another reminder leading up to our month end to ensure reports are approved and transferred to our ERP system before we close.
@erin_hilly Okay, I'm reading your Reminder and Rule name and your original post. Something doesn't quite add up for me. You mention approval reminders and that you want a month end reminder to approve reports, but your reminder and rule is about credit card submission reminder. The users you tested with had reports submitted & pending approval, but if your reminder is about Credit Card Submission, they wouldn't receive the reminder because it set up to remind them to submit. In this case, your rule worked as expected.
@erin_hilly one thing I can tell you for sure why the users didn't receive an email for the Credit Card Submission reminder is because it isn't an active Reminder. See screenshot. Also, your current rule will only work for transactions that have transactions dates prior to November 20. You would need to set up a rule/reminder that would work for each month, unless you have something happening this month specifically with card transactions that you need all employees to have their transactions submitted prior to November 20.
@KevinD I have just realised I gave you the wrong email reminder name & rule - it should be Overdue approvals reminder for both. Apologies for the confusion. I have this marked as not active at the moment, however it was active when I wanted it to be sent the other day.
@erin_hilly I tried entering text and it didn't save for me either, so what I would suggest is to just copy the existing Overdue Expense Report Approval Rule and Reminder. Why reinvent the wheel? :-). After you copy them, you can tweak the conditions and other settings of the reminder as needed.
The one rule you have created currently has a condition of Report Approval Status Equals Submitted & Pending Approval, but you don't have any other condition, so this would send an email reminder whenever an approver has a report in their approval queue. For example, the approver receives an email as soon as an employee submits a report. With the Rule you created with this one condition, the approver would get a reminder email the next day that they have a report to approve. You have the frequency set up to Daily, so they would continue to get an email every day until the report is approved. Your approvers would not like that.
The Rule and Reminder currently set up will remind the approver when a report has been sitting in their queue for 7 days. You could copy this Rule a few times and change the Not Within Today - and enter 14 for one copy, 21 for another copy and then 28. This will remind the approvers every 7 days and the number 7,14,21 and 28 will be the number of days the report has been sitting in their queue. This would pretty much cover the entire month.
Also, copying the rule and reminder alleviates needing to type in the message field. I tried it and it worked. You would need to make as many copies of the Reminder as you do the Rule and apply the correct rule to the correct reminder. Easiest way to make sure of this is by putting the number of days in the Rule and Reminder name.
As for your test, I don't know all the circumstances, but the reminder job runs in the later evening time, so if you turn on a rule and try to test it, it will not fire immediately. There is a an email reminder job that runs later and does a mass send of all reminders that need to go out. So that might be why in your test the people didn't receive an email.
Hello! I am trying to figure out how / if I can setup a Workflow to trigger ongoing monthly or quarterly task reminders to their respective contact owners for our "Tier 1" and "Tier 2" contacts. The goal is for our team to get a regular outreach reminder for these contacts, as soon as the property is known. I've setup the example workflow (I believe I would need two separate ones to cover each each schedule), but I can't figure out how to make the tasks reoccuring. Do I need to Operations Hub Professional to use the "Schedule" workflow option, or is there another way?
If you want to go the last contacted route, you could bypass the enrollment limitation via a list. Create a list of contacts where Last contacted is more than 30 days ago and use membership in the list as a re-enrollment trigger. The only issue with this is that any communication outside of what you're trying to achieve would also update the date.
As you can see above, currently at the end/beginning of every year, I search and replace the year in the Birthday column to the current/next year (now "2020") and the Alert is set to run every day and remind me at 7:00 am that it is an Employee's birthday.
Hi @Andre Star I want to do something similar to the above, i.e. set reminders based on the Date/Month and send the reminder annually. I have setup a Reminder column but the formula you suggested is showing up as #UNPARSEABLE.
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, and...@workbold.com)
The first time I created reminders for overdue sales invoices all works well and all overdue invoices appear on the reminder. However, when I want to create a new reminder the second time (say two weeks later) for the same invoice, then it does not appear on the reminderlines.
I think what I missed was that I initially had no value in some of the fields for the 'Due date calculation' field. I left some of those field blank and had only filled in '0D' in some of the fields, assuming it didn't make a difference. However, apparently leaving the field blank and having an actual calcultion of 0D does make a difference.
As you can see it is possible that all the open over due invoices where a reminder terms existed when posting are included in the new reminder. It should not be necessary to cancel an existing reminders (lower levels) to run the next reminder.
When a reminder has been created and issued for an invoice and the invoice has not been applied in the meantime (so still remains open), then it should be suggested on a new reminder, as long as all requirements of the next reminder level are met (due dates, grace periods and such).
What is the document and posting date of the last issued reminder? What is the document and posting date of the newly created reminder? The entry does not have any value in field "On Hold", correct? And the entry is also still open, correct?
Yes, it works when I remove this value for some of the invoices. However, when I create new reminders these reminders do still not contain all overdue invoices, even for invoices without a value in 'On Hold'.
In the 'On Hold' field this is usually the users initials added when wanting to put the invoice on hold, as the field is a 3 character limit this is why initials are used and manually added. Removing the 'DSP' in there should solve the issue, but I would check with colleagues on why it was added.
Thanks for your reply. Yes in the 'On Hold' field there is a value 'DSP', I don't know what this means. My Business Central is in Dutch so I don't know whether the 'DSP' value is the same in the English version.
Has anyone had trouble using AR Reminder Letter Generation in 10.2? I have used this function many times with other versions but for some reason, cannot get it to work on a new site that implemented with 10.2.
I was wondering if someone had a little more detail on the remind letter generation process. The Epicor help is a little limited. I am wondering why for a customer it is generating three separate letters. I have four sequences, but would have through all the invoices would have shown up on the final sequence, but it only seems to be displaying the invoices that are past due in each sequence rather than displaying an entire customer statement.
The reason why one customer might get all 3 reminders in the same time is because the reminder group was left with default settings i.e. date offset on the reminder group main window is due date and not last reminder.
I have actually abandoned using reminder letters and just use the customer statement process. I change the statement slightly to include due dates and other fields and run in one day forward for both start and stop. This makes it an open statement as of now rather than a bank reconciliation statement showing their change over the period.
l have created a number of Lists, and i have set rules for dates and reminders for certain lists, However I have received two emails staying Sending reminder: Something failed. Also the email is suppose to go to myself and a number of other staff, however they are not receiving anything. Can you please advise why the rules and reminders are not working please.
1. Check in the mail the time --> this gives a clue when the flow ran that generated the error....
2. Open Power Automate
3. In the left menu open "Cloud flow activity"
4. There you get an overview of the flows in your environment and the time they were executed --> check the flow that was running at the time from step 1.
I am trying to set up reminders for certain dates on Lists, i.e if the Mediation policy needs renewing, the said date is entered and on that day an email is sent. Please see screenshots of how i have set this up. I have set a rule for the day it is due and a reminder 7 days before. This is a rule (sending email that says - Something FailedThis is a reminder set for 7 days before (not working at all)
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