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Fields in Recurring Sales

 

 

 

 

Field in Recurring Sales explained

There are two layouts in Recurring Sales, which would be explained each in the following section.

Layout 1           Recurring Sales Page

          

 

1.Customer: This is the Customer’s name when the supplier list has been created.

2.Status is the Sales status, which is selected from dropdown list when you create  quote, order or invoice recurring;  

3.Frequency: is to define how frequently this recurring will be repeated.

a.if user has created recurring every 3 days , here will show 3 day(s)

b.if user has created recurring  every 2 weeks , Monday, it will show 2 week(s)  on Monday

4.Last run: This is the date of last automated transaction.

5.Next run: This is the date next transaction will be generated as scheduled. It should 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: It will open layout 2 to add new recurring template.

8.Delete: This button will be activated if user selects a recurring from the table.

9.Exit: It will jump to homepage once you click this button.

10.Search: User may select specific supplier to display its recurring transactions.

 

Layout 2          Recurring Template

                                                                                                                                                                                     

 

1.Recurring Transaction Name:

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 user chooses “No end date”, the recurring transaction will keep on creating forever.

b.If user choose” 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 last run.

4.Recurs Every field only allows user input number 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 user inputs 5 at Recurs Every field, and then chooses day(s), this recurring will automatically be generated every 5 days

b.If 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 user chooses Monday, then this transaction will be generated automatically every fortnight Monday.

d.If 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 not every month got these three dates. Therefore, Q6 uses Last Day to represent these three dates.

6.The rest of table below would be same as Sales Invoice page, except the following field.

7.DateThis is an un-editable field since every transaction date would be different from the recurring creation date.

8.Due DateThis field only allows user to input number greater than 0 and less than 10,950 (this is maximum 30 years times 365 days).

 

 

 

 

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