Tag Archives: Reminder Campaign

Destination Parameter issue in Report printing

Some times in freshly installed Sage X3, when trying printing report and attaching the workflow. The basic functionality of the customization is to send the invoice to the customer (Pending payments). The customizations requirements were to send the reminder payments. One of clients freshly installed X3 when customized with reminders workflow. The workflow is set… Read More: Destination Parameter issue in Report printing »

How to automatically create payment reminders for multiple customers?

In our previous blog we had explained about how we can perform the configuration for Payment Reminders. This blog further enlists the steps to create the Reminder document to be sent to the client. New Stuff: Prepayment in Sage X3 Navigate to AP/AR Accounting->Open Items->Reminder Campaigns Create a reminder campaign by using the filters. The… Read More: How to automatically create payment reminders for multiple customers? »