This program provides you with a convenient way to create a periodic transaction without reentering the transaction every time. Use this program when you have a periodic customer transaction such as a monthly service call, or a rental or lease to a customer.
Once the sales order is entered through this program, the program SO-J, Generate Recurring Sales Orders uses that to create the appropriate order.
This program allows entry of both regular and non-inventory items. The screen below is used to create a recurring sales order template.
Many of the fields on this screen are the same as those displayed in SO-A, Enter Sales Orders. The fields that are unique to this screen are described below.
New Fields—Recurring Items Only
SEL (Selection Code)
Use this field to attach a three letter code to the recurring transaction as a memory aid, and to enable you to limit sales orders created to a particular type when you run SO-J, Generate Recurring Sales Orders.. For example, a sales order for routine customer service might be assigned an selection code of SRV, or you might assign a monthly invoice a code of MTH..
The entry in this field indicates the number of times per year that the transaction occurs. For example, the Freq entry would be 52 for a weekly transaction or 12 for a monthly one. This field is used for calculating the next transaction date.
The entry in this field is the maximum number of times that this sales order is created. When the SO-J, Generate Recurring Sales Orders program is run, only transactions which have not yet reached their maximum are created.
If you have regular inventory items on the S/O you need to determine what to do if there isn't enough stock on hand when the S/O is created. Enter Y if you want to place the balance that isn't on hand on backorder, N for no backorders, ship only what is on hand, and F for force the total amount into ship quantity even if on hand amounts go negative.
The date the next transaction is scheduled, calculated from the initial date entered or the last time a sales order was generated, and from how frequently the transaction recurs.
General Program Operation
See SO-A, Enter Sales Orders for an explanation of how to fill in the Recurring invoice fields. The fields described above are required fields, except for the SEL (Selection Code) field; however, selection code is the basis for creating sales orders in SO-J.
You are not allowed to save a record that does not have the required fields filled. The F3 option to print operates in the same manner as described in SO-A, Enter Sales Orders.