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Field in Recurring Sales explained
There are two layouts in Recurring Sales, which will be explained each in the following section.
Layout 1 Recurring Sales Page
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1.Customer: This refers to the Customer’s name on the supplier list.
2.Status refers to the Sales status, which is selected from the dropdown list when you create a recurring quote, order or invoice.
3.Frequency: use this to define how frequently this recurring transaction will be repeated.
a.if the user has created a recurring transaction every 3 days , the frequency will be 3 day(s)
b.if the user has created a recurring transaction every 2 weeks on Mondays, it will show 2 week(s) on Mondays.
4.Last run: This is the date of the last automated transaction.
5.Next run: This refers to the next transaction date that will be generated as scheduled. It should not be no later than the designed End Date and the last day of EOFY, and after today’s date. Same principles apply to editing recurring purchase.
6.Total: This is the total amount including tax for this transaction.
Function
7.Add Recurring: This will open layout 2 to add a new recurring template.
8.Delete: This button will be activated if the user selects a recurring transaction from the table.
9.Exit: Once you click exit, it will take you to the homepage.
10.Search: User may select a specific supplier to display their recurring transactions.
Layout 2 Recurring Template
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1.Recurring Transaction Name: The name given to the recurring transaction.
2.Next Recurring Create Date is to define when the next purchase transaction will be automatically created. It should be after today’s date.
3.No End Date: is a dropdown list with two options “No end date” and “End by”.
a.If the user chooses “No end date”, the recurring transaction will keep on creating forever.
b.If the user chooses ”End by”, then a date selection field will show at its right-hand side, which means the recurring transaction will stop after this date, but in this date recurring transaction will be generated as the last run.
4.Recurs Every field only allows the user to input numbers greater than 0 and less than 10,950 (this is maximum 30 years times 365 days), any other strings or signs etc. is not acceptable.
5.Days dropdown list have three options Day(s),Week(s),Month(s)
a.If the user inputs 5 at Recurs Every Field, and then chooses day(s), the recurring will automatically be generated every 5 days.
b.If the user inputs 2 at Recurs Every field and then chooses week(s), another field with Monday to Sunday 7 options will show up in dropdown list.
c.Then if the user chooses Monday, then this transaction will be generated automatically every fortnight on a Monday.
d.If the user chooses Month(s), the above weekly dropdown list (Monday to Sunday) will be replaced with Month dropdown list, which will show the date of each month (e.g. 1st, 2nd, 3rd, 4th, 5th, 6th, 7th, 8th, 9th, 10th, 11th, 12th, 13th, 14th, 15th, 16th, 17th, 18th, 19th, 20th, 21st ,22nd, 23rd, 24th, 25th, 26th, 27th, 28th, Last Day).
e.The reason why there is no 29th, 30th and 31st is because not every month got these three dates. Therefore, Q6 uses Last Day to represent these three dates.
6.The rest of the table below would be same as Sales Invoice page, except the following field.
7.Date：This is an un-editable field since every transaction date would be different from the recurring creation date.
8.Due Date：This field only allows a user to input a number greater than 0 and less than 10,950 (this is maximum 30 years times 365 days).
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