1. After creating a recurring transaction (See SM How To Create Recurring Transactions), you can now process the transaction.
  2. Select a transaction by ticking the box beside the transaction type then click Process toolbar button 
  3. Select Yes on the message box that follows

    1. If the selected transaction is not yet due, Validate Process screen will show. 

      • Select the transaction then click OK to continue the process
    2. If the selected transaction is not Active, Validate Process screen will show. 

      • Click OK to close the screen. User will not be allowed to process inactive recurring transactions
  4. After successfully processing a transaction, Batch Posting screen will open. If the transaction is Purchase Order, History screen will open
  5. Next Process date will update to the next recurring date.
  6. History of processed transactions can be viewed on History screen.
  1. After creating a recurring transaction (See SM How To Create Recurring Transactions), you can now process the transaction.
  2. Select a transaction by ticking the box beside the transaction type.
  3. Click Process toolbar button and select Yes on the message box that follows

    1. If the selected transaction is not yet due, Validate Process screen will show. 
      • Select the transaction then click OK to continue the process
    2. If the selected transaction is not Active, Validate Process screen will show. 

      • Click OK to close the screen. User will not be allowed to process inactive recurring transactions
  4. After successfully processing a transaction, Batch Posting screen will open. If the transaction is Purchase Order, History screen will open
  5. Next Process date will update to the next recurring date.
  6. History of processed transactions can be viewed on History screen.
  1. After creating a recurring transaction (See SM How To Create Recurring Transactions), you can now process the transaction.
  2. Check the Process check box.
    1. If selected transaction is not yet due, this message will prompt. 
      • Select Yes to continue the process
    2. If selected transaction is not active, this message will prompt

      • User will not be allowed to process inactive recurring transactions
  3. Click on Process toolbar button.
  4. Next Process date will update to the next recurring date.
  5. History of processed transactions can be viewed on History screen.
  1. After creating a recurring transaction (See SM How To Create Recurring Transactions), you can now process the transaction.
  2. Check the Process check box.
    1. If selected transaction is not yet due, this message will prompt. 
    2. Select Yes to continue the process
  3. Click on Process toolbar button.
  4. Next Process date will update to the next recurring date.
  5. History of processed transactions can be viewed on History screen.
  1. After creating a recurring transaction (See SM How To Create Recurring Transactions), you can now process the transaction.
  2. Check the Process checkbox.
    1. If selected transaction is not yet due, this message will prompt. 
    2. Select Yes to continue the process
  3. Click on Process toolbar button.
  4. Next Process date will update to the next recurring date.

 

 

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