Check status and retry recurring AR sales invoices

You can view the status of scheduled recurring AP supplier invoices in two ways, either by generating the Recurring transaction status report, or by viewing the execution log from the Recurring AP supplier invoices list.

• Recurring transaction status: Run this report when you want to evaluate the run status of multiple recurring AP supplier invoices and retry failed AP supplier invoices.
• Execution log: View this when you want to drill down into the status of a single scheduled AP supplier invoice directly from the Recurring AP supplier invoices list.

View status for multiple scheduled AP supplier invoices and retry failures

Run the Recurring transaction status report to see whether scheduled recurring AP supplier invoices were successfully created. You can retry failed jobs or drill down for more information from the report results.

1. Go to Accounts Payable > All > Reports > Recurring transaction status.

2. Select a Reporting period.

3. In Filters, select AP AP supplier invoices as the Transaction type.

4. To exclude successfully generated runs, select Show failed only.

5. Select View to generate the report.

   Sage Intacct displays the recurring transactions that were scheduled to run during the reporting period.

   If the report does not return any results

   You might not see any recurring AP supplier invoices in the following circumstances:

   • No transactions were scheduled to recur during the time period you selected.

   • You selected Show failed only and all scheduled jobs during this time period were successful.

   • You are viewing the top level and the transactions were created at the entity level.

6. For failed recurring transactions, select View error to open the error log.
7. To try a failed AP supplier invoice run again, select Retry.

   If this generates an error, investigate the problem, then edit the recurring AP supplier invoice to fix it.

8. For successfully recurring AP supplier invoice runs, select View AP supplier invoice to see the AP supplier invoice that was created.

9. Select the number in the Recur invoice or doc column to drill down to the recurring AP supplier invoice template.

   If you have edit permissions for recurring AP supplier invoices, you can select Edit and modify the template.

View the execution log for a recurring AP supplier invoice

1. Go to Accounts Payable > All >AP supplier invoices > Recurring AP supplier invoices.

2. Select the entry in the Last result column, either Failed or Success.

   Use the Log created on date and Transaction date fields to help you determine for which log entry you want to view the error details.

   This opens the Execution log for the most recent run of the AP supplier invoice schedule. Each run for a recurring AP supplier invoice typically generates two log items:

   • In transit: The recurring AP supplier invoice process is initiated.
   • Success or Failure: The end result, where success means that the recurring AP supplier invoice was created.
3. If the run failed, select Failure in the Execution status column.

   The error log opens to show details about the error.

4. To create a PDF of the error log, select Print to... > View and download as a PDF file.

Next step: If you need to retry a failed AP supplier invoice, run the Recurring transaction status report.

Field descriptions

Execution log

Execution log field descriptions

Field	Description
Export	Export the Execution log using one of the following file formats: CSV Excel Word PDF
View	View the scheduler log for this action.
Log date	Date and time when the action was logged.
Execution date	Date when the recurring AP supplier invoice was executed, whether successfully or unsuccessfully.
Created by	The initiator of the action, always Intacct Scheduler.
Execution status	The result of the action: Success: The recurring AP supplier invoice was successfully created. In transit: Execution is in progress. This status remains in the log after execution completes. Failure: An error occurred and the AP supplier invoice was not created. Select this status to view the error log.
Delete	Remove the entry from the execution log. This does not impact the recurring AP supplier invoice template or any AP supplier invoices that were already created.