Use this program to post recurring documents into the Sales Order processing cycle based upon the post month and day for the current period. The program recalculates all commission percentages on lines not flagged as commission user override as the SO document is created.The Post Recurring Documents processes any Rush orders before any normal or service hold.
Start by selecting the day through which recurring documents are to post.
This program must be run in order to bill customers.
Automatic and Quoted Freight Processing Details
In Order Entry, Confirmation Entry and Direct Invoice Entry, FACTS provides automatic freight calculations using freight schedules or quoted freight, based on control settings in Ship Via F/M, AR Customer Maintenance and SO Static Control F/M (SOF980 ).
Recurring Document Entry does not allow for multiple shipping warehouses. When recurring documents are being posted, the system sets the document freight method from the customer record. If the Freight Method is quoted, the system uses the freight in the recurring document header in the quoted freight amount field.
If the Freight Method is calculated:
Because recurring documents are a contracted with the customer, even if the freight method for the customer is calculated, the system uses the freight from the recurring document header.
if the freight amount in the header record is not zero, the freight amount is used in the sales order from-warehouse record of the initiating warehouse and the user-override flag is set to "Y" (selected).
if the freight amount in the header record is zero, a zero freight amount is used in the sales order from-warehouse record of the initiating warehouse and the user-override flag will be set to "N" (unselected).
To post recurring documents, specify the Post Through date (date through which recurring documents are to be posted). The day entered must be greater than the day the recurring documents have already posted through; e.g., if recurring documents have already posted through the 10th of the month, and the 15th is entered, all recurring documents with post dates between the 10th and the 15th are to post. The program defaults to the system date. Use the Listing Run check box to indicate whether or not a recurring document list has been run and checked. Click OK.