the Remembrance In SAP Business One, an option is available for an activity that allows a user to remember a specific time before the start time of the activity.
Set up a reminder
The user activates the Reminder checkbox in the lower left area of the General tab. Additionally, he specifies the time that SAP Business One should remind him before the start time. An example: A follow-up activity will take place a week later, and the reminder will be sent two hours before that date.
The service call also has a reminder. On the Planning tab, the user marks the Reminder checkbox. To the right of it, he specifies the period during which SAP Business One should remind him of the start time.
Displaying the reminder
The cockpit widget for messages and alarms displays all messages addressed to the user. This includes reminders for activities as well as messages, alarms, and requests for approval. A double click on a message opens the Message/Alarms Overview window.
In the user definition, the "Every login" section is available on the "Services" tab. There, the user can, for example, check the "Issue alarm for today's scheduled activities" checkbox. SAP Business One then automatically opens the "News/Alarms" window after logging in.
Update interval
SAP Business One checks for new alarms at regular intervals. This interval is set by the field News Update (Minutes). This field is located on the Services tab under Administration • System Initialization • General Settings. Individual users can override this setting in their user definition. If an alarm does not appear immediately, the update time may be set too long. In this case, the value 0 in the field News Update (Minutes) helps.
Demarcation
The reminder of an activity is not writing to customers. A payment reminder, on the other hand, reminds a customer of an open invoice and forms a preliminary step in debt collection (see „Payment reminder (SAP Business One)“). The display in the cockpit explains the entries „Cockpit (SAP Business One)“ and „Widget (SAP Business One)“.
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