Sales Order > Sales Order > Create Sales Order/Sales Quote Overview > Create Recurring Sales Orders

The Generate Recurring Sales Order function allows you to generate sales orders from the recurring sales order templates. The following conditions, however, hinders you from successfully generating sales orders from a recurring sales order template:

•The recurring sales order template is inactive.

•The date of the sales order generated from the recurring sales order template is earlier than or equal to the end recurring date specified in the template..

Note: The Use-System Generated SO # feature in SO Module Setup must be activated to successfully create sales orders using the Generate Recurring Sales Order function.

To generate recurring sales order(s), perform the following procedures:

1.Access the Generate Recurring SO function from the Recurring Entry group under the Transactions main menu in the Sales Order module.

Note: If the multi-currency feature is activated, a message will display to remind you that the system will use the exchange rates set up in the Currency Code Maintenance function. Be sure that all the exchange rates have been updated. Click the Yes button to proceed with generating recurring sales order(s); otherwise, select the No button.

2.In the Selection Criteria, provide the appropriate values in the following fields:

Note: The Last Generated Sales Order Date field refers to the latest period during which you have generated recurring sales orders; however, this information does not relate to the customer(s) for whom the orders are created.

2.1. Enter in the Generated Sales Order Date field the date for which you want to generate the recurring sales orders.

2.2. In the Customer # field, click the List box button and select either All or Range option. If selecting Range, enter in the From/To fields the range of customers for whom you want to generate recurring sales orders.

2.3. Mark the Allow SO Credit Hold checkbox if you want to put a sales order on credit hold in case the customer's credit limit is exceeded when the sales order is generated from the recurring SO template..

Note: The Allow SO Credit Hold checkbox is accessible only if the Enable SO Credit Hold checkbox is marked but the Allow to Exceed Credit Limit checkbox is unmarked in SO Module Setup. The Allow SO Credit Hold checkbox is automatically marked but inaccessible when both the Enable SO Credit Hold and Allow to Exceed Credit Limit features are inactivated.

3.When you are satisfied with the selection criteria that you have entered, click the OK button. The recurring sales orders templates that meets the filter criteria will be displayed in the Recurring Sales Order Details grid.

4.In the Recurring Sales Order Details grid, you may manually un-select the template(s) from which you do not want to generate sales order(s) at this time. Alternatively, you may unmark the header checkbox on the left-most side of the grid; then, manually mark each checkbox that corresponds to the template you want to generate the recurring sales order. Click the Show () button to display the Details tab which shows additional information about the recurring sales order template.

Notes:

•If generating sales orders results in a customer’s credit limit being exceeded and both the Allow SO Credit Hold and Allow to Exceed Credit Limit options are activated, AccountMate will inform you of the credit limit excess and will ask you to confirm whether you want to continue generating the sales orders. Click Yes to continue generating sales orders that are not put on credit hold; otherwise, click No.

•If generating sales orders results in the customer’s credit limit being exceeded and the Allow SO Credit Hold option is activated but the Allow to Exceed Credit Limit option is not activated; AccountMate will inform you that the sales orders will be put on credit hold in case the order exceeds the customer's credit limit and will ask you whether you want to continue generating the orders. Click Yes to continue generating the sales orders that are not put on credit hold; otherwise, click No.

•You can find the Allow SO Credit Hold checkbox in the Generate Recurring Sales Order function screen. You can find the Allow to Exceed Credit Limit checkbox in the General Information page of the SO Module Setup function.

5.When you are ready to proceed, click the Generate button in the function toolbar. A message box will appear showing information about the total number of sales orders as well as the total amount of the generated sales orders. Click the OK button to close the message box.

Q. How can I determine which sales orders are created from sales order templates?

A. Compare the Sales Order Line Item Report with the Recurring Sales Order Report, to determine which sales orders are from sales order templates.

Generate Recurring Sales Order

Generate Recurring Sales Order

See Also