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- After creating a recurring transaction (See SM How To Create Recurring Transactions), you can now process the transaction.
- Select a transaction by ticking the box beside the transaction type.
- Click Process toolbar button and select Yes on the message box that follows
- If selected transaction is not yet due, Validate Process screen will show.
- Select the transaction then click OK to continue the process
- 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 Activeinactive recurring transactions
- If selected transaction is not yet due, Validate Process screen will show.
- After successfully processing a transaction, Batch Posting screen will open. If the transaction is Purchase Order, History screen will open
- Next Process date will update to the next recurring date.
- History of processed transactions can be viewed on History screen.
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