Email Scenario Configuration

Description of the email scenario configuration required to send reminders in Business Central.

Introduction to Email Scenarios

Email scenarios in Business Central determine:

  • Which email account should be used for sending
  • Default settings for different types of communication

Required Scenario

The extension requires the "PR | Unpaid Invoices Reminder" scenario which is automatically created during installation.

Scenario Characteristics

  • Name: PR | Unpaid Invoices Reminder
  • Purpose: Sending overdue payment notifications
  • Integration: With customer ledger entries

Step-by-Step Configuration

Step 1: Accessing Configuration

There are several ways to access scenario configuration:

Method 1: Direct Navigation

Go to Email Scenario Assignment page

Method 2: From Extension Start Page

  1. Open ⚙️ PR | Start Here!
  2. In Step 1 section click email scenario link
  3. System automatically redirects to appropriate page

Method 3: During Function Usage

When scenario is not configured, system automatically displays message with option to go to configuration.

Step 2: Assigning Scenario

EmailScenario

  1. On Email Scenario Assignment page click Assign Scenarios action
  2. Find PR | Unpaid Invoices Reminder scenario
  3. Assign it to a desired e-mail address
  4. Confirm assignment