Schedule Recurring Sales Lines the 1st each month possible?

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Posted on by Kenneth Q Madsen

Hi all

I was playing with the Job Queue for Recurring Sales Line Invoices, and it seems like the functionality is lacking, or I'm not understanding something.

You can create a job queue entry to run report 172: Create Recurring Sales Line Invoices. The issue is that the report requires both an order date and posting date:

1. If you enter i.e. 01-01-25 for both order date and posting date

2. Include a code filter

3. Set Next Run Date on job queue to be CM+1D

4. Run the report today (13-01-2025)

The job queue will run now and create the required invoice(s) with date 01-01-2025, and set next run date to 01-02-2025 - and here is my issue. The report is saved with dates 01-01-2025, so in february it will create the invoices again as intended - but with the wrong dates.

Is there any way, out of the box, for this to actually work? If this doesn't work, they might as well remove the Schedule button from this report..

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Recurring Sales L...

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Kenneth Q Madsen 27 on at

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Schedule Recurring Sales Lines the 1st each month possible?

That makes sense. Although it is unfortunate. I wish there was a way for the date to be updated with the date variables also.

Thank you.

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Yi Yong 2,349 Super User 2025 Season 2 on at

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Schedule Recurring Sales Lines the 1st each month possible?

Hello,

The schedule button is to schedule the report ahead of time.

For example, you can start making the schedule job queues (11 of them) for Feb to Dec 2025 with their respective starting date/time.

The next run date is meant for the next job queue session with the same dataset. Not meant for the report's dataset filter date.

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