Page History

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