Override Transaction Numbers of Recurring Transactions

This feature helps directly changing of Bill Number in the Recurring Transaction form.

There is a Show Summary form after Process checkbox at the bottom left of the Recurring Transactions form.  Enabling this option will open the Recurring Transaction Summary form where Order Number, Invoice Number, PO Number and Reference fields for recurring transactions can be entered or overridden.

Recurring Transaction Summary forms are shown below to give you a picture of how this form looks like.

•Order Number for Purchase Order and Purchase Receipt

•Invoice Number for Vendor Prepayment and Bill

•PO Number for Invoice, Sales Order and Customer Prepayment

•Reference for General Journal

Recurring Transactions form can be opened under the following menus:

•Sales menu > Recurring Transactions – for sales transactions

•Purchases menu > Recurring Transactions - for purchase transactions

•Accounting menu > Recurring Transactions - for general journal and banking transactions

•System menu > Recurring Transactions – form all transactions  shown in the above 3 mentioned menus

By default, this checkbox is disabled.

How the Show Summary form after Process works

When you process recurring transactions with this feature enabled, the Bill Recurring Transaction Summary form will be opened after the following messages.

In the Bill Recurring Transaction Summary form you can manually enter the Invoice Number for each bill.  You can even view the actual bill by clicking the ellipse button before the Bill number field.

When you are through, close the form and open the Find Bills form.  In there you will find the Invoice Number created.

The same process goes when recurring purchase orders, purchase receipts, vendor prepayments, sales orders, invoices, customer prepayments and general journals.