Create delivery reminders manually in the Swiss version

In Business Central, you can create delivery reminders when a purchase isn't delivered as expected. You can create a single delivery reminder manually, or you can generate delivery reminders for all overdue deliveries.

Note

To create delivery reminders, you must have set up the delivery reminder terms, levels, and texts.

To create a delivery reminder manually

  1. Choose the The lightbulb icon that opens the Tell Me feature. icon, enter Delivery Reminder, and then choose the related link.

  2. Choose the New action.

  3. On the Delivery Reminder page, fill in the fields as described in the following table.

    Field Description
    No. The unique identification number for the delivery reminder.
    Vendor No. The number of the vendor for whom you want to post the delivery reminder.

    When you select the vendor number, the Name, Address, Post Code/City, and Contact fields are filled in automatically.
    Posting Date The posting date for the delivery reminder. This date is copied to all of the delivery reminder ledger entries.
    Document Date The document date for the delivery reminder. This date is also used to calculate the due date for the delivery reminder. You can modify the posting date if necessary.
    Reminder Level The delivery reminder level. This value is based on the number of delivery reminders sent.
    Reminder Terms Code Specify the delivery reminder terms code that is set up for the vendor.
    Due Date The due date for the delivery reminder.
  4. Choose the Suggest Reminder Lines action.

    If there are overdue deliveries from the specified vendor, these are added to the delivery reminder.

  5. Choose the OK button.

    The delivery reminder is created. You can now issue and print the delivery reminder.

See also

Delivery Reminders
Generate Delivery Reminders
Set Up Delivery Reminders
Set Up Delivery Reminder Terms, Levels, and Text
Assign Delivery Reminder Codes to Vendors
Issue Delivery Reminders
Print Test Reports for Delivery Reminders

Find free e-learning modules for Business Central here