Setup Vendor Recurring Invoice
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BillurSamdancioglu
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ReportToday we will look in to details on Vendor Recurring Invoices.
If not activated on your environment, then you need to activate in Feature management
After activated first step is to assign a number sequence. (Accounts Payable Parameters)
Then you need to setup the vendor invoice templates. This is very similiar as customer recurring invoices
Fill out the template name (ID) and description for details to understand the code.
If required header information for posting profile, tax, charges, payment information.
For line ; description, tax, item or procurement category, unit, qty, price etc.
Dimension data is also required according to the setup.
If any charges to be added, can be selected under the button charges.
Once template is created , have to be assigned to vendors. Once assigned from vendor form, can be seen on the templates as a list on assigned vendors button.
Copy button is used to copy the template.
On vendor; Invoice tab -> Setup) , recurring invoices are selected and initial setups are made.
Billing start data, end date and recurrence is important to be filled. So that the data will be auto created or not.
Last activity will be seen.
Then you can use periodic to create the invoices.
Generate Vendor Recurring Invoices;
Select the invoice date and generation date. More than one template can be selected.
Result can be seen and posted under "Post Pending Recurring Invoices"
Once , recurrence Id is clicked, you will be guided in to the invoices
When you go into details;
This functionality helps user to create invoices like rent etc easliy.
Have a nice project :)
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