Recurring Document Entry (SOE350)

How to

Use the Recurring Document Entry program to enter recurring customer invoices to post into the sales orders processing cycle.

The Recurring Document Entry screen consists of three sections. The upper portion of the screen is called the header portion where the customer number, ship date, etc. are entered. The middle portion is called the line-item portion where each item, price, quantity, etc. is entered. The lower portion, which shows up after line items are entered, is called the ending routine and consists of the final fields prior to completion of the document. The screen is designed to look like a printed invoice.

You have the option of changing, adding to, removing line items from or deleting the recurring invoice at any time.

These features are available in the Recurring Invoice Entry Program.

• A customer search can be performed, displaying customer numbers and names in name order.
  
• An item search can be performed.
  
• A customer item search can be performed.
  
• Catalog items can be searched.
  
• Applicable taxes can be computed.
  
• Freight charges can be entered and taxed, along with handling charges.
  
• Memos can be entered to print, not print, or total on invoices.
  
• Cost and price figures can be displayed.
  
• Line and document discounts can be entered.
  
• A credit limit check can be performed.
  
• Temporary items can be entered.
  
• An inquiry of past sales can be performed.
  
• Split commissions can be entered.
  
• Item information can be displayed including class, on hand quantities, on order quantities and committed quantities.
  
• Customer information can be displayed including balance, credit limit, last sale date, phone number and contact.
  
• Various searches can be performed.
  
• Add an item to the item file during line-item entry.
  
• During processing, the system automatically displays urgent notes for customers and items based on your settings on the Notes tab of SO Entry Options F/M. Refer to the Viewing/Entering Notes from Sales Order Programs topic for additional details. When an Recurring Document Entry program automatically creates purchase order such as for a direct ship sales order, FACTS determines if Vendor and Item notes should import into the PO, based on the export options setup on the note, and the Notes pop up functionality is disabled. If a note is set to export or required, then FACTS automatically imports the note onto the PO.
  

Click field descriptions for information on each field.

entries.

See also

Creating recurring document headers

Adding items to recurring document invoices

Completing recurring document invoice footers