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Microsoft Dynamics GP 2013 Cookbook by Mark Polino, Ian Grieve

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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, perform the following steps:

  1. Click on Home in the navigation pane on the left to open the Home page. In the To Do section, click on New Reminder.
  2. The Predefined Reminders section is at the top and contains a set of commonly-used reminders and ...

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