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Notification of Payments

  • 1.  Notification of Payments

    Posted Oct 10, 2018 03:29 PM

    New GP User here been on the system for 5 months now and I am reaching out to see if anyone can help.

    Is there a way to get a notification that a payment had been made when a customer is on hold status?


    Paul Mazin
    Hoffman Estates IL
    GPUG Summit - Post

  • 2.  RE: Notification of Payments

    Posted Oct 11, 2018 08:58 AM
    Hi @Paul Mazin

    The best way is to set up a Reminder (these are user by user, so you may have to set this reminder on more than one user if needed)

    Start by building a SmartList on Receivables Transactions:
    Go to SmartLists>Sales>Receivables Transactions
    Add the columns "Hold" and "Original Transaction Amount"... you may also want to add columns like customer balance, etc for your own information
    Click Search and set these parameters:
    Hold = Yes
    Document Type =Payments
    Original Trx Amount  "is greater than" 0
    Document Date = (change the field that says "enter date" to Current Date - If you want to set it "between" or some other range you can
    Click on "Favorites" and give it a name and add it as a system favorite with Reminder.
    On Reminders click new and choose the SmartList with the name you just named
    then click Total of Column and choose "orginal trx amount", set it to "is greater than" and the value should be 0
    Hit Okay and then back on your home page a value will appear if a Customer on Hold makes a payment in the date range specified.

    When the reminder pops up you just click it and it opens the SmartList and you can see the Customer(s) that made a payment while they were on hold.  You can even then double click the customer line and it will open the Customer Card.. cool stuff!

    Here are some screenshots of this alert that I set up this morning as a test:

    Kindest Regards,

    Jo deRuiter , MCP, DCP
    "That GP Red Head"
    Advanced Credentialed Professional-Dynamics GP
    GPUG Academy Instructor
    GPUG GP Credentialing Exam Committee
    Chairman, GPUG Partner Advisory Board
    Dexpro Dynamics LLC
    Senior Consultant
    Milwaukee, WI
    770-906-4504 (Cell)

    GPUG Summit - Post

  • 3.  RE: Notification of Payments

    Posted Oct 11, 2018 10:07 AM
    @Paul Mazin You could create a business alert to notify you either via GP or via an email when this situation occurs. You could probably also utilize SmartList Builder/Designer to create a smartlist reminder - I am not familiar enough with either to walk you through that but perhaps someone else can.

    Tiffany Ziegler
    Vice President & Controller
    Velcor Leasing Corporation
    Madison WI

    GPUG Summit - Post

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