I need some help on when and how to best utilize repeating orders and quotes. Does anyone have some documentation or insight to share?

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I am a neophyte in the GP world and have the need to start using repeating orders. I was told that the repeating quotemay be the better way to go, but have been able to get little direction since. Need a repeating orders/quotes for dummies manual.

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L Vail 65,271 on at

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First you need to create a document ID in SOP that allows for Repeats. Be sure to set your allocation method to 'None' in order to enable the Repeating checkbox on Sales Order Setup.

You will probably want to add fields to the order printout to indicate which of the series this order is because the Order Number would not change (or invoice number).

What business problem are you trying to solve with a repeating document? Perhaps we could provide more direction if we know.

Kind regards,

Leslie

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I have a salesman who got an order from a customer and the order is for 2 units (same product) every month for a year. I have been told to use repeating quotes. I just want the order to re appear every month i possible

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Richard Whaley 25,195 on at

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Did you say Manual?

Try....Understanding Sales Order Processing fromwww.accoladepublications.com

Leslie does have you on the right path.

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Will this publication give me a clear understanding of how to use repeating orders? I have a lease situation for one of our Finished goods and we want to bill them every month for a specific number of months. Is there a repeating invoice function?

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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Karen,

Another option would be Scheduled Payments. Scheduled Payments allows you to create a series of recurring invoices that in effect amortizes a single invoice over a number of periods that you specify, including an interest component if desired. You can read more about Scheduled Payments by going Help>>Printable Manuals>>Sales>>Receivables Management. The Scheduled Payments section is Chapter 13 under Part 2 - Transaction Entry.

Hope this helps,

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