Enhanced interface

Recurring Transaction Status report

The Recurring Transaction Status report presents information on the status of scheduled, completed, and failed transactions. The report includes transactions generated from the Accounts Receivable, Order Entry, Accounts Payable, and Purchasing applications. From within the report, you can select links to view recurring templates and successfully generated documents. Links to failed transactions allow you to quickly re-generate invoices after resolving the cause of the failure.

To access this report, go to Accounts Receivable, Accounts Payable, Order Entry, or Purchasing > All > Reports > Recurring transaction > Status.

Subscription	Accounts Receivable, Order Entry, Accounts Payable, or Purchasing
User type	Business
Permissions	Recurring transaction status: Run

View a monthly report

Go to Order Entry > All > Reports > Recurring transaction > Status.

The report parameters page appears.
Select View.

The system displays the Recurring Transaction Status report for the current month.
In the report, select the following links to view recurring templates, successfully generated documents, or failed transactions or to retry a failed transaction:
- To view the recurring template, under Rec doc, select the recurring template number.
- To view a successfully generated transaction document, under Result, select the document number.
- To view the error message for a failed transaction, under Result, select View error.
- To reprocess a failed transaction after resolving the cause of the failure, under Action, select Retry.
To refine the report, select Customize. The system displays the Recurring Transaction Status report parameters page.

Customize and run

Before running the report, you can select the time period and types of items to include and specify how you want the report to appear.

If you want to see every result for a particular category, don't make selections from any of the data entry boxes. You can run this report without entering any search information. If you do that, however, the report can take a long time to run and can return too many results to be useful.

Select the reporting period from the dropdown menu, or enter the start and end dates you want the report to cover. If you do not specify a reporting period, the system generates a report for the current month to date.
- You can specify either the reporting period or the start and end dates, but not both.
Set the filters to get the specific data you want.
- Filters enable you to include or exclude specific types of data in the report, such as customer, item, UPC, value, or account. As a general rule, to get fewer and more precise results in your report, set more filters.
Format the report.
- Format options will vary from report to report. Generally, you can set the layout of the report and arrange how to group and display the data contained in the report.
Enter a title, subtitle, and footer text for your report.
To vView, process, memorize, or export the report, select one of the following:

To...	...select
View the report now.	View
Generate the report and store it for later access. Reports can be either stored in My Stored Reports or delivered to a cloud storage location, such as Dropbox. Learn more about processing and storing reports.	Process & Store
Memorize (that is, save) the report so that later you can refer back to it or modify and re-run it.	Memorize
Export the report to a separate file that you can then distribute or save to your local drive. Export to Excel, Word, text, or csv formats.	Export

Time period

You can use one of the numerous pre-defined reporting periods available from the Reporting period and As of date fields, or create your own reporting period using the Start date and End date fields.

To set the time period to search:

In the Time period section, complete one of the following tasks:
- Use the Reporting period dropdown list to select the reporting period. Either enter a date in the As of date field or use the calendar tool to select a date.
- Enter a specific Start date, End date, or both. Alternatively, use the calendar tool to select the desired dates.
In Based on, select whether you want the time period filter based on the Created date of the recurring transactions or the Transaction date.

To prompt users for data when they run this from memorized reports, select Prompt on run next to the applicable fields.

Time period field	Description	Limitations
Reporting period	These periods are relative to the As of date. All periods begin on the first day of the period -- that is, the first day of the month/quarter/year you select.
As of date	Leave this box blank to use today's date.	Only works with reporting periods. Does not apply if you select a start or end date.
Start date, End date	Leave the Start date blank to include all information from the earliest date you entered data into your company up to and including the end date. Leave the End date blank to include all information from the start date up to today.
Prompt on run	Allows the system to prompt the user for adjacent field data when running a memorized report.
Based on	Whether the reported transactions are filtered by the date they are created or their transaction date.

Report filters

Use the filters to focus the results of your report. In effect, filters enable you to isolate and assemble just the data you want.

None of these filters are needed. You can set any combination of filters.

How to use the From and To fields

All From and To field pairs work the same way. Use them to get search results in as broad or as fine a range as you need, from everything in the system down to a single specific object.

To run this report for a single object:

From the From dropdown list, select the object you want.
From the To dropdown list, select the same object.

To run this report for a specific range of objects:

From the From dropdown list, select the object that you want at the beginning of the range.
From the To dropdown list, select the object that you want at the end of the range.

To run this report for all objects:

Leave both fields blank.

If you have a large number of objects or the report takes too long to process, use the From and To fields to run a series of smaller reports. For example, you can run five reports, one each for objects whose names begin with A-E, then F-J, K-O, P-T, and U-Z.

An object is a catch-all term that refers to any specific data item in the system. Customers, vendors, items, and accounts are all examples of objects.

Setting the filters to fine-tune your report results

To display results for a specific transaction type, select Transaction type, then select the type.
If using multi-currency, you can filter for a specific currency, select Transaction currency, then select the appropriate currency.
To display results for a specific customer or range of customers, select from From customer and To customer.
To display results for a specific location or department, select from Location or Department respectively.
To display only transactions that failed, select Show failed only.
To display all the header fields for transactions, select Show all headers.
To display a column indicating either success or failure of a transaction, select Show payment status. In the report, you can select the failure value to see the reason for the failure.

Filter field	Notes	Limitations
Transaction type	Filters for a specific type of transaction, such as Sales Quote, Sales Order, and so on.
Transaction currency	Filters for transactions in the selected currency.	Only in multi-currency companies
From customer, To customer	Filters for a range of customers sorted by customer ID.
Location	Filters for a specific location.
Department	Filters for a specific department.
Show failed only	Limits the system to only displaying failed recurring transactions.
Show all headers	Allows the system to show all the transaction header fields in the report.
Show payment status	Allows the system to display a Payment status column in the report.

Titles and footer

Titles, subtitles, and footers apply only to the print versions of this report. Export to Excel or CSV, or select Print for a PDF version.