How to: Create Delivery Reminders Manually

  • Article

In Microsoft Dynamics NAV, you can create delivery reminders when a purchase has not been delivered as expected. You can create a single delivery reminder manually, or you can generate delivery reminders for all overdue deliveries. For more information, see How to: Generate Delivery Reminders.

Note

To create delivery reminders, you must set up the delivery reminder properties. For more information, see How to: Set Up Delivery Reminders.

To create a delivery reminder manually

  1. In the Search box, enter Delivery Reminder, and then choose the related link.

  2. In the Delivery Reminder List window, on the Home tab, choose New.

  3. In the Delivery Reminder window, on the General FastTab, 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 required.

    Reminder Level

    The delivery reminder level. This value is based on the number of delivery reminders that have already been sent. For more information, see How to: Set Up Delivery Reminder Terms, Levels, and Text.

    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. On the Actions tab, in the Functions group, choose Suggest Reminder Lines.

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

  5. Choose the OK button.

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

See Also

Tasks

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

Concepts

Delivery Reminders