About recurring transactions—Order Entry

If you create the same transaction on a regular basis, you can save time by having the system automatically create the transaction for you. Recurring transactions work the same as standard transactions, except that the transaction is repeated according to a schedule you set on the recurring template.

You can create a recurring template from an existing transaction, create one by converting a transaction by line item, or create one from scratch. The recurring template contains the transaction header, line item details, and schedule for the recurring transaction. On each scheduled transaction execution date, the system scheduler automatically copies this recurring template to create a new transaction for the duration of the schedule. You can temporarily (or permanently) turn a recurring template off if needed. You can also post a recurring transaction prior to the scheduled execution date.

To check the status of scheduled, completed, and failed transactions, use the Recurring Transaction Status report. If the system scheduler could not create a transaction for some reason on the scheduled transaction execution date, you can also check the Execution and Error logs to find detailed information on the reason for the failure and how to correct it.

To use recurring transactions, Scheduled jobs must be selected in the Company Information page.