Repeating instructions can be entered on a quote and the Recurring Orders form is used to create new sales orders based on the quotes with a repeating date due on or before the date of running Recurring Orders form.
Invoicing system settings control the initiated date and pricing for the new sales orders.
Where the debtor is 'On Hold' the sales order creation
will fail and a message for failure is written into the Recurring Orders form.
Steps
| 1. | Sales  Quoting Recurring Orders.
The input screen will open at the last Back batch created
|
| 2. | New |
| 3. | Form is populated with quotes that have a due date on or before the batch date |
| 4. | Remove unwanted lines and Save |
| 5. | Status of each quote is updated into the Pass flag and Fail Reason |
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