Recurring Group
Introduction
Introduction
Recurring Group window is the master window which is used for maintain the Recurring Group data.
Tab
Recurring Group
Critical Fields :
1.Search Key : Used to maintain the search key
2.Name : Used to maintain the Recurring name
3.Description : Used to maintain the extra data about the Recurring Group
4.Comment/Help : Used to maintain the extra data about the Recurring Group
Critical & onetime setup fields :
1.Organization : This Field is used to select the organization
Non-Critical Fields :
Zoom condition’s :
1.Invoice Run Config
Document Actions
Document Actions
Save :
1.System will check the all mandatory fields
Delete :
1.System will delete the Document and its history details
Document action prepare :
1.System will check the period details and master data's checking
Document action complete :
1.Once document action is complete ,all fields are update in read only
Document action void/reverse correct actual :
1.Void- system will reverse all the transaction data's and change the document status to Void
Document action close :
1.system will check whether all the activity for the document is completed and change the Document status to close.
Process and Forms
Generate Invoice Run
Process Use :
This process is used to auto generate the invoice documents based on the recurring group. This generated documents will be visible in Invoice Run Read Only Window.
Parameters :
- Organization : Used to filter the organization name
- Recurring Group : Used to select the Group name for filter option
- Document Action : Used to mention the document action for the generated invoice document
- Document Type : Used to mention the invoice generating document type
- Date Invoiced : Used to mention the invoice date
- Sales Transaction : Used to mention the generated invoice will be sales or purchase document.