Getting warnings with SmartList alerts
In the previous recipe, we saw how to save SmartLists as Favorites. Now we can look at how to use a Favorite to build a custom reminder. SmartList Favorites actually make up the core of the reminder feature in Dynamics GP.
A custom reminder is a warning or alert generated by Dynamics GP and displayed on the Reminder window at login. It's used to alert a user about situations that exist in Dynamics GP. For example, reminders can display the number of invoices sixty days or more past due. They can also include the ability to drill back into the transactions that generated the reminder. The basic process takes a SmartList Favorite and builds criteria used to drive the reminder.
Built-in Reminders were covered earlier in the Using Reminders to remember important events recipe in Chapter 3, Automating Dynamics GP. In this recipe, we'll take a look at creating custom reminders.
Getting ready
The first step in creating a custom reminder is to create...