Sales Order > Sales Order > Create Sales Order/Sales Quote Overview > Create Recurring Sales Orders > Set Up Template for Recurring Sales Order

The Recurring Sales Order Setup function allows you to set up templates with which to generate sales orders for recurring transactions. You can automatically generate recurring sales orders from the templates that you have created in this function using the Generate Recurring Sales Order function.

Various drillable fields are available in this function. When you click any drillable fields in this function, the corresponding Maintenance window is automatically displayed. There are exceptions such as the following:

•If the Inventory Control module is not activated, you cannot drill-down on the Warehouse field and you cannot access information in its corresponding Lookup button because the Warehouse Maintenance function is not available. You cannot also access information in the Detail Analysis of the In-transit field in the Line Items page.

•If the Manufacturing module is not activated, you cannot access information in the Detail Analysis of the In-process field in the Line Items page.

•If the Purchase Order module is not activated, you cannot access information in the Detail Analysis of the On-order field in the Line Items page.

To create a recurring sales order template, perform the following steps:

1.Access the Recurring SO Setup function from the Recurring Entry group under the Transactions menu of the Sales Order module. Click the New button to create a new recurring sales order template.

Note: If the Recurring SO function is accessed for the very first time and there are no existing recurring sales order templates, the Information Page is automatically displayed; otherwise, the Search screen is displayed.

2.In the Customer # field, enter the number of the customer for whom you want to create the template. Alternatively, you may click the Lookup button to search for the customer record; then, double-click the customer code to select. Once a customer number is selected, information pertaining to the customer will be displayed in the respective fields across the pages.

3.In the Recurring SO # field, enter a recurring sales order number that you want to assign to the recurring sales order template.

Note: The system tracks recurring sales order templates separately for each customer; thus, you can enter identical recurring sales order numbers as long as they belong to different customers.

4.In the Information Page, review, and accept or amend the default values for the recurring sales order template that you are creating. For more information, refer to the Information Page section.

5.In the Line Items Page, review and enter the line items and the order quantity for the recurring sales order template. For more information, refer to the Line Items Page section.

6.In the Payment/Bill/Ship Page, provide the method of payment and the billing and shipping addresses as well as the contact and sales tax information for the recurring sales order template. For more information, refer to the Payment/Bill/Ship Page section.

7.View or update the customer activities in the Activity Page. Refer to the Activity Page section for more information.

8.In the Notes Page, provide the narrative information about the customer and/or recurring sales order. For more information, refer to the Notes Page section.

9.When you are ready to save this template, click the Save button in the function toolbar; otherwise, click Cancel to disregard any values you entered.

Set Up Template for Recurring Sales Order

Set Up Template for Recurring Sales Order

See Also