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