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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / How? Need to create b...
Microsoft Dynamics GP (Archived)

How? Need to create bi-yearly recurring batch inwhich to post invoices

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Posted on by Donald Ashworth 545

06/25/2012 - GP 2010

Good afternoon.  I am looking for "best practice" guidance on creating Invoices recurring every six months (bi-yearly).  If I have guessed correctly, I would implement this via a General Financial Batch entry.  GP seems t o allow only the selection of the following Frequencies...

BACHFREQ

1 – Single Use

2 – Weekly

3 – Biweekly

4 – Semimonthly

5 – Monthly

6 – Bimonthly

7 – Quarterly

8 – Miscellaneous

...therefore I am inclined to select "Miscellanous" and to set the "Days to Increment" value to 182 (365/2 = 182.5 and I am dropping the .5).

Please, if there any other methods of handling this (asside from installing a plug-in or wrtiting external code) please let me know.

Many thanks,

Don

 

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  • Donald Ashworth Profile Picture
    Donald Ashworth 545 on at

    I forgot to mention...I can specifiy a "Miscellaneous" Frequency under Financia/Batches but not under Sales/Invoicing Batches (although the Frequency section is present, defaulted to Single Use, and grayed out).  This is really what I need, a recurring  Sales Invocing Batch.  I am a progammer and can code this, however I would rather leave this to GP.

    Thanks again,

    Don(at)veriforce(dot)com

  • Verified answer
    Mike Smith Profile Picture
    Mike Smith 6,840 on at

    Take a look at Recurring Orders in the system.  This will allow you to set-up orders in a manner similar to your recurring batches and then the Orders can be converted to Invoices every 6 months.

    This is set-up from Sales > Setup > Sales Order Processing > Sales Document Setup.  Here, you have the ability to setup a Document ID and "Allow Repeating Documents".

  • Martha - No longer Moffett Profile Picture
    Martha - No longer ... 5 on at

    All this appears to allow you to do is to setup the times to repeat. The previous poster is looking to have a frequency that is every 6 months and seems to already have repeating documents.

    We have the same issue except we would like to be able to repeat annually, on the 1 year anniversary of the order date without having to use miscellaneous and 365 days. Annually would take leap year into account. Instead every four years we have to adjust the order dates manually when billing. Any non-programming suggestions?

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