Add a line item to an existing recurring template

You can add a line item to an existing recurring template in two ways:

• Append a line item from a sales transaction to the recurring template via line item conversion.
• Add a line item manually.

Changes made to a recurring template will apply to transactions created from the recurring template after the changes were made.

Append a line item to an existing recurring template via line item conversion

Say you have multiple sales orders that each contain line items that you want to combine into one recurring invoice for a customer. You can convert the first sales order by line item to create the recurring template. You can then add line items from the other sales orders to the same recurring template via the same convert by line process, but using a different set of fields.

You can only convert transactions by line if Enable line-item conversion is set to true in the transaction definition for this transaction type. Learn more about Order Entry transaction definitions.

To append a line item to an existing recurring template via line item conversion:

1. In the applicable Order Entry transaction type list, locate the transaction you want to convert and select Convert by line.

   The transaction appears in Edit mode and contains additional fields for Contract ID and Contract description in the transaction header. If the line items are part of a contract, you can use these fields to add any contract reference information to help you identify the transactions created from the recurring template.

2. Edit any transaction details as desired.

   Any changes will be saved in the transaction being converted.

3. Click in a line item you want to convert and select Show details.

   The Entries details displays a Convert by line section.

4. In the Create recurring template field, select Append to existing template.
5. Use the dropdown list in the Existing template field to select the desired recurring template. This list only displays recurring templates to which this transaction can be converted.
6. If you want the schedule for the appended line item to continue past the end of an in progress template, select the Extend period checkbox. For example, say you have an existing recurring template that is three months into a 12-month schedule and you want to append a line item to this template that will also use the 12-month schedule. If you choose Extend period, the appended line item will run for the entire 12 months—it will continue for three months after the other line items on the existing schedule end. If you do not choose Extend period, the appended line item will run for nine months and end on the same date as the existing schedule.
7. If you want the line item sales price to be divided into installments, select the Installment pricing checkbox. Leave this field unchecked if you want the system to use the full line item price for each scheduled transaction.

8. Repeat steps 3 - 7 for each line item you want to convert.

   When you select Post, the system will set the transaction state to "Converted by Line". If you do not convert all line items or if you only convert part of a line item at this time, the transaction will not be available for further processing regardless of the partial conversion handling settings on the transaction definition.

9. Select Post.

View the recurring template

1. Go to Order Entry > All > Other transaction activity > Recurring transactions.

2. Find the recurring template in the list.

3. Select More actions > View at the end of the row.

1. Go to Order Entry > All > Other transaction activity > Recurring transactions.

2. Find the recurring template in the list, and select View next to it.

Add a line item manually to an existing recurring template

If you add a line item to a template that is in progress, the line item will be included for the remainder of the schedule and end when the schedule ends.

1. Go to Order Entry > All > Other transaction activity > Recurring transactions.

2. Find the recurring template you want to add a line item to.

3. Select More actions > Edit at the end of the row.

4. In the Entries section add the line items and information as desired. Refer to the Line items tab field table for detailed information on each field.

5. Select Save.

1. Go to Order Entry > All > Other transaction activity > Recurring transactions.

2. Select Edit next to the applicable recurring template.
3. In the Entries section add the line items and information as desired. Refer to the Line items tab field table for detailed information on each field.

4. Select Save.