|
<< Click to Display Table of Contents >> Amend or Cancel Template for Recurring SO |
  
|
|
<< Click to Display Table of Contents >> Amend or Cancel Template for Recurring SO |
|
You can amend or void the recurring sales order template using the Recurring Sales Order Setup function. Discussed below are the details on the steps to perform if you want to amend, cancel or void a recurring sales order template.
Amend Template for Recurring Sales Order
To amend 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. The Search screen is automatically displayed when this function is accessed.
2.Enter in the Search field the recurring sales order number that you want to amend. You may also scroll up or down the grid to locate the recurring sales order number; then, double-click the number to select.
Alternatively, you may use the full text search feature when searching for recurring sales order template records. Simply click the Show Full Text Search button in the right-most section of the screen to display the Full Text Search field. Enter in this field the value of the record you want to search for using the values in the columns displayed on the Search screen. |
3.As soon as a recurring sales order number is selected, the template details are automatically displayed on the corresponding fields across the pages in this function. You may proceed to amend the information in the recurring sales order template. Access the applicable pages and fields in which you have to make some changes.
4.When you have completed your changes, click the Save button in the function toolbar to save them.
Cancel or Void Template for Recurring Sales Order
To cancel or void 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. The Lookup screen is automatically displayed when this function is accessed.
2.Enter in the Lookup field the recurring sales order number that you want to amend. You may also scroll up or down the grid to locate the recurring sales order number; then, double-click the number to select.
Alternatively, you may use the full text search feature when searching for recurring sales order template records. Simply click the Show Full Text Search button in the right-most section of the screen to display the Full Text Search field. Enter in this field the value of the record you want to search for using the values in the columns displayed on the Lookup screen. |
3.As soon as a recurring sales order number is selected, the template details are automatically displayed on the corresponding fields across the pages in this function.
4.To proceed, click the Cancel or Void button in the function toolbar. A message will display requesting confirmation whether you want to cancel or void the recurring sales order template. Click the Yes button to confirm; otherwise, select No.
Set Up Template for Recurring Sales Order
Generate Recurring Sales Order
© 2023 AccountMate Software Corporation