Difference between revisions of "Recurring Payables"
From Adjutant Wiki
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'''End Date:''' Cut-off date for the orders to be created | '''End Date:''' Cut-off date for the orders to be created | ||
| − | '''Customer/Vendor''' Created orders for the organization | + | '''Customer/Vendor:''' Created orders for the organization |
| − | '''Generate''' To generate the orders; any recurring sales orders marked as Auto-Ship will be automatically shipped and ready for invoicing. | + | '''Generate:''' To generate the orders; any recurring sales orders marked as Auto-Ship will be automatically shipped and ready for invoicing. |
[[Category: Accounts Payable]] | [[Category: Accounts Payable]] | ||
Revision as of 13:20, 19 July 2022
General Information
Default Menu Location Transaction >> Accounts Payable >> AP Invoice Master
Screen Name APINVOICEMASTER
Function A recurring AP invoice can be set up in the [AP Invoice Master|AP Invoice Master].
The Template checkbox tells the system the payable will be recurring. This does two things:
1. It stops the AP Invoice from being routed for approval. Only the payable generated from this template will be approved.
2. It allows you to setup the recurring schedule by clicking the Recur button.
Generate Recurring Payables
Recurring payables can be generated by going to: Transaction >> Accounts Payable >> Generate Recurring Payables
Screen Name APGENERATERECURRINGPAYABLES
Function This screen is used to create recurring purchase and sales orders that have been previously set up.
Type: Type of order you wish to create (purchase orders or sales orders)
End Date: Cut-off date for the orders to be created
Customer/Vendor: Created orders for the organization
Generate: To generate the orders; any recurring sales orders marked as Auto-Ship will be automatically shipped and ready for invoicing.