Did you know Dynamics 365 Business Central has a small collections module built right into the solution that allows you to send reminders to customers that are past due?
Scenario
Below is a list of customers in Business Central and their past due balances. Follow along below to see how to setup reminder terms and reminder levels then process reminders that are emailed directly to your customers. In order to email from Business Central you do need to have the SMTP Setup completed as well.
Setup
1. Reminder Terms & Reminder Levels
a. Lookup "Reminder Terms"
b. Enter in information pertaining to how you'd like your reminder terms setup.
c. With the first reminder terms code selected click on Levels on the menu and enter the information pertaining to how you'd like your reminder levels setup.
3. Customer Card > Payments > Reminder Terms Code
a. Within the customer card > payments section populate the Reminder Terms Code field.
Issue Reminders
1. Reminders
a. Lookup "Reminders" From the reminders window you have two options, you can create reminders at a mass level or one by one. I have chosen to do this at a mass level.
b. Select Process > Create Reminders
c. Populate the options section and any filters that you'd like.
d. Reminders will be created based on the reminder terms/levels previously setup.
Opening one of the reminders you can see the lines that were added pertain to the past due invoice and also any additional fees that you setup within the reminder levels window.
2. Issuing Reminders
a. Reminders > Process > Issue
b. Issue Reminders
c. Send Email
Issued Reminders
You can also view all issued reminders that have been processed by looking up the Issued Reminders page. From here you can email or print the reminders as well.
Voiding a check in Dynamics 365 Business Central is easy. Follow the steps below. Search for Check Ledger Entries window Search for check number you wish to void Select Process > Void Check Type of void: Unapply and void check - if the check is applied to an invoice select this so the invoice can be repaid after the check is voided. Void check only - if the check was printed but not applied to an invoice then you can select this.
If you've ever coded something to the wrong dimension and noticed after posting don't just assume a journal entry is the only way to fix it. Microsoft has included a Dimension Corrections tool within Business Central and it's pretty easy to use. Let's walk through the process of updating a posted entries dimension where the user forgot to add the dimensions in this case. Same process would apply if you needed to change a posted dimension as well. Within the General Ledger Entries page, select the line for the entry that needs to be corrected, then click on Entry > Correct Dimensions. Within the Draft Dimension Correction window go ahead and update the description if needed and mark Update Analyses Views if you're using those. Next section Dimension Correction Changes go ahead and add the updates. In my case my entry is missing two dimensions so I'm going to add each of those in there. Since my dimensions were missing the Dimension Value Code field is blank,
I had a client ask me if the Aged Accounts Receivable report could be modified a bit since he was having to modify it manually and it was taking him around 6 minutes each time. As I started discovery on what he wanted I asked him what his requirements were. Aged by = Document Date Length of Aging Periods = 45D Print Detail = Yes Print to Excel = Yes Include a Pivot Table with the following information: Customer name Total balance due Total over 45D due Top 3 customers Percentage of 45D due vs total balance due To get started I asked him to send me a screen shot of the Aged Accounts Receivable options window to verify how he is running the report. I also asked him to send me a copy of the Excel file with his changes in it for me to review. Next Steps Next step was for me to figure out if I was going to have a developer create a custom report or if I was brave enough to try something I've never done before. I went the brave route and started searching through Microsoft Docs for Rep
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