As a business, it may be useful to have Clever Interactions and To's generated automatically, based on Overdue levels. This not only reduces the manual effort of creating them but equally ensures that once a customer is overdue, the correct measures are taken and recorded in Business Central instantly.
As an overview, the below setup is required and we'll break these down further for more information below.
- Create Reminder Terms Code
- Setup Overdue Levels
- Assign Reminder Terms Code per Customer
- Have Interactions and To-Do's created automatically
1. Reminder Terms
Utilising standard Business Central "Reminder Terms", create a "New" entry and assign it a Reminder Terms Code and Description. You can leave the reminder levels blank unless you wish to assign out Reminder Level fees.
2. Overdue Levels
Close the "Reminder Terms" and search for "Overdue Level Setup List" in the search bar and create a "New" entry.
Assign a Code for the Overdue levels card as well as a Description. Next, in the dropdown for Reminder Terms Code, select the Reminder Terms Code you just created. If you leave this field blank, then ALL customers will have Interactions and To-Do's created automatically unless you specify customers within the Filters. So you can either populate the Reminder Terms Code and assign this code to each Customer card that requires it, or leave it blank but define the customers in the filters.
Overdue Level Setup Lines
| Level Code |
Define the Level Code you want to use. Note: This is visible throughout the process on the Customer ledger Entries, To Do card and Posted Sales Invoices list so have this as something easy to understand. |
| Description | The description for the associated Overdue level |
| From / To Days Overdue | From Days Overdue and To Days Overdue, i..e '1' and '7'. This means that Business central will stamp the Level code for any invoices overdue by 1-7 days with this code. |
| Create Interaction | Tick this if you want Business Central to automatically create an Interaction for overdue invoices between the From/To Overdue dates. Where 'No', no automatic Interactions will be created. |
| Interaction Type Code |
Define what type of Interaction you want created where Create Interaction is 'Yes'. Options include: Auto Select Overdue Call Statement |