{"id":5259,"date":"2014-05-29T10:39:12","date_gmt":"2014-05-29T10:39:12","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=5259"},"modified":"2018-11-30T09:18:08","modified_gmt":"2018-11-30T09:18:08","slug":"setup-the-payment-reminders-for-multiple-customers","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2014\/05\/29\/setup-the-payment-reminders-for-multiple-customers\/","title":{"rendered":"Setup the payment reminders for multiple customers"},"content":{"rendered":"<p>The Reminder Campaigns in Sage ERP X3 provides an exquisite approach for sending reminders to clients w.r.t due Invoices.\u00a0 This blog will brief you about setting up the reminder campaign functionality.<\/p>\n<p><em><span style=\"color: #800000;\"><strong>New Stuff: <\/strong><\/span><\/em><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2014\/05\/27\/how-to-use-product-notes-in-sage-x3\/\" target=\"_blank\" rel=\"noopener\">How to use Product Notes in Sage X3<\/a><\/p>\n<p>Primary requirement for using the remainder campaign functionality is setting up the parameter values:<br \/>\n<b>RPTDST2: <\/b>The appropriate destination code needs to be entered in order to use the Remainder Campaign function<\/p>\n<p>User parameter <b>&#8216;FUPRPTDIR<\/b>&#8216; needs to be entered with the appropriate directory in which the reminder document is generated.<\/p>\n<p>The Reminder Campaign can be used to generate documents in several different formats (For e.g. Word, PDF etc&#8230;)\u00a0\u00a0 This can be later used to send to clients.<\/p>\n<p>The format of the reminders generated is setup in the Reminders sections of the Setup module as below.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2014\/05\/reminde1-1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-5260\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2014\/05\/reminde1-1.jpg\" alt=\"reminde1-1\" width=\"570\" height=\"500\" \/><\/a><\/p>\n<p>The Text Format for the reminders to be generated is setup in the Reminders sections of the Setup module as below.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2014\/05\/reminde1-21.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-5263\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2014\/05\/reminde1-21.jpg\" alt=\"reminde1-2\" width=\"628\" height=\"500\" \/><\/a>These were the primary setups required to use the reminder campaign.<br \/>\nStay tuned for our next blog which will explain how to actually generate the reminders for groups of customers.<\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU&#x2122; integrations include <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Salesforce.com<\/a> and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\">Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for <a href=\"https:\/\/www.greytrix.com\/africa\/product\/consulting\/implementation-planning\">Sage Enterprise Management (Sage X3)<\/a>. Currently we are <a href=\"https:\/\/www.greytrix.com\/africa\">Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage X3 customization and development services<\/a>,\u00a0integrated applications such as <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/pos-system\">POS<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/warehouse-management-system\">WMS<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/payment-gateway\">Payment Gateway<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/shipping-system\">Shipping System<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/business-intelligence\">Business Intelligence<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/ecommerce-magento-integration\">eCommerce<\/a> and have developed add-ons such as <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/catch-weight\">Catch \u2013 Weight <\/a>\u00a0and <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/letter-of-credit\">Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>; GUMU&#x2122; integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<\/p>\n<p>For more information on Sage X3 Integration and Services, please contact us at\u00a0<a href=\"mailto:x3@greytrix.com\">x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Reminder Campaigns in Sage ERP X3 provides an exquisite approach for sending reminders to clients w.r.t due Invoices.\u00a0 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:\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2014\/05\/29\/setup-the-payment-reminders-for-multiple-customers\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[261,865,1456],"class_list":["post-5259","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-campaigns","tag-fuprtdir","tag-payment-reminder"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/5259","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=5259"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/5259\/revisions"}],"predecessor-version":[{"id":16681,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/5259\/revisions\/16681"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=5259"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=5259"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=5259"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}