The Reminder Campaigns in Sage ERP X3 provides an exquisite approach for sending reminders to clients w.r.t due Invoices. This blog will brief you about setting up the reminder campaign functionality.
New Stuff: How to use Product Notes in Sage X3
Primary requirement for using the remainder campaign functionality is setting up the parameter values:
RPTDST2: The appropriate destination code needs to be entered in order to use the Remainder Campaign function
User parameter ‘FUPRPTDIR‘ needs to be entered with the appropriate directory in which the reminder document is generated.
The Reminder Campaign can be used to generate documents in several different formats (For e.g. Word, PDF etc…) This can be later used to send to clients.
The format of the reminders generated is setup in the Reminders sections of the Setup module as below.
The Text Format for the reminders to be generated is setup in the Reminders sections of the Setup module as below.
These were the primary setups required to use the reminder campaign.
Stay tuned for our next blog which will explain how to actually generate the reminders for groups of customers.
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