Jira Code :ME-100
Description:
1. A mail should send to the sales rep of that customer when the customer’s cheque due date is two days from now.
2. The post-dated cheques should be shown as the reminder in the dashboard two days before the cheque due date.
steps:
1. a saved search is created for a transaction record with the given criteria, Type=invoice, Due Date/Receive By=Two days from now
2.Click on the “Email” tab and select the “RECIPIENT” in the column and customise the message.
3.Checked the following check-boxes:”Available for reminders” ,”Public”
4.In the dashboard,click on “ Personalise” and add “Reminder”portlet.
5.In the Reminder portlet go to the “set up”.In that select “Type” as “Custom” and click on the search you created for the post dated cheques.Then the search will be added to the Reminder with the search name.