Troubleshoot recurring AP purchase invoices

Solution: Retry an AP purchase invoice from the Recurring transaction status report. Learn more in Check status and retry recurring AR sales invoices.

The recurring AP purchase invoice template does not include custom fields. If you have a custom field that's required in all AP purchase invoices, recurring AP purchase invoices will fail because they are missing the field.

Solution: Edit the custom field definition so that it is not a required field for AP purchase invoices.

After a recurring AP purchase invoice fails, the system does not try to create the AP purchase invoice again until the next scheduled date.

To evaluate the status of all recurring AP purchase invoice runs, learn how to View status for multiple scheduled AP purchase invoices and retry failures.

If no scheduled transactions are running and there are no failures, ask your Sage administrator to turn on scheduled jobs in Company settings.

1. Go to Company > Setup > Configuration > Company.

2. Select Edit.
3. In the Global settings section, set Scheduled jobs to On.

4. Optionally, for Scheduled jobs execution offset, select how many hours after midnight you want your company's scheduled jobs to begin.

   For example, to begin running scheduled jobs at 2 AM in your company's time zone, select 2.
   

5. Select Save.

This error indicates that changes made after the last successful prevented Sage Intacct from posting the transaction. This can happen when the user who created the AP purchase invoice template was made inactive, or when the user's restrictions were changed in a way that conflicts with the dimensions on the recurring AP purchase invoices.

Solution: 

1. Deactivate the failing recurring AP purchase invoice.

2. Recreate the AP purchase invoice template.

   If the recurring AP purchase invoice was failing due to user restrictions, ask a user who has access to all locations and departments to create the AP purchase invoice.

Solution: To hide recurring AP purchase invoices that have completed their schedules, deactivate the AP purchase invoices. AP purchase invoices that you turn off are hidden in the Recurring AP purchase invoices list by default.

If your organization is set up with multiple base currencies among the entities, Add is not available at the top level.

Solution: Create recurring AP purchase invoices at the entity level.

After the schedule for the recurring AP purchase invoice has run its course, meaning that all the transactions it was configured to create have been created, you can no longer edit the template.

For example, say you create an AP purchase invoice template to post an AP purchase invoice every 1 month, for a total of 5 months. After the 5th AP purchase invoice is created from the template, all scheduled jobs are complete. You can no longer edit the template.

Solution: If you need to extend the schedule, duplicate the recurring AP purchase invoice template and edit the schedule accordingly.