Using Reminders to remember important events
It's always nice to be reminded when you're about to forget something important and 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.
How to do it...
To set up a reminder follow these steps:
- Click Home on the Navigation pane on the left to open the home page. In the To Do section, click New Reminder.
- The Predefined Reminders section is at the top and 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, check the Remind Me box next to Overdue Invoices and Payables Due. In the Remind Me days box, enter 5 next to days after the due date on the Overdue Invoices...
