This walkthrough provides an overview of how to send a reminder to your customer for an outstanding balance.
Prerequisites
Template | Description | Default report |
|---|---|---|
NM_IREMINDER | Template: Reminder for overdue invoice sent by Email Writer | Reminder (117) |
Story
This connection uses the following pipeline elements:
The Record Change Event triggers on Insert and links to the internal document NM_IREMINDER_TRIG, which contains only one field: the No. field from the Reminder Header table. When a new record inserts in the Reminder Header table: when you create a reminder manually or use the Create Reminders batch job. The Record Change Event then detects the new reminders.
The XML Generator activity creates an XML file based on an internal document.
The Splitter activity creates one message for each reminder.
The Header Mapper activity adds the headers to the message body, filling in the recipients and email subject.
The XML to HTML Translator activity creates an HTML email message based on your branding templates. You can also configure an HTML body manually.
The Attachment Generator activity adds attachments to the email message based on standard Microsoft Dynamics 365 Business Central report functionality.
The Email Writer endpoint sends the email.
The internal document NM_IREMINDER contains all the information needed to configure the XML Generator activity, the Splitter activity, the Header Mapper activity, and the XML to HTML Translator activity. Adding other fields to this document lets you define a personalized email message.
Setup
Import the Notification-NM_IREMINDER.zip configuration package.
Open the NM_IREMINDER notification.
Add a new email account in Email Accounts, then select SMTP Account to send notifications via the Papercut SMTP server.
On the notification page, edit the EMAILWRITER and add the Account ID created in the previous step. Run the configuration once.
Go to the designer of the NM_IREMINDER internal document.
Select the ReminderLine node and check whether the table filter exists, that is, Document Type = Invoice. If not, use the assist edit to provide the filter.
Process
Open the Reminder List (page 436).
Use the Create Reminders batch to create a reminder for a customer, for example, Selangorian Ltd.
Check the data on the Reminder Card.
Use Issue to issue the reminder.
Open the Issued Reminder List (page 440).
Check the data on the Issued Reminder Card.
Go to the NM_IREMINDER notification.
Select Record Change Event, select Edit, then Navigate, then Design. Check whether the event detected the record insert.
Process the notification.
Result
The mail sends to all recipients. Using Papercut, the mail is captured in the demo environment, showing a preview of the HTML mail body and a PDF attachment of the Reminder - Test report.
Note
For a brief guide, see Papercut SMTP setup.