This feature stores sales orders that will be used repeatedly over time. Each of these transactions is called a template. An order template is a copy of an order; it looks just like an order but it is not an order. It is the original from which you make copies that are orders. You create order templates for any order which will be repeated often or which will be repeated on a regular basis (weekly, monthly, quarterly, etc.)
So, for example, if you have a customer who you sell the same 5,000 labels to every month, enter it here and tell Simple Accounting that you wish it to create a new order once a month. You can do this for all regular repeats and never have to enter these orders again.
Procedure
Begin by selecting Sales & AR from the Main Menu, then choosing Recurring from the drop-down list. Transactions are displayed in a browse box, alphabetically. Just as in the FILES menu you simply choose the one you want and then press a function key to perform a particular task. The following keystrokes are active:
Special Buttons & Keystrokes
| [Print] | Print a list of all recurring order templates. | ||||||||||||||
| [UnTag All] | As it does in other browse windows this button clears all tagged records. | ||||||||||||||
| [Ctrl/Space] | Tag or Untag the selected template. When you mark the record a check appears in the far-left column of the browse box. This indicates that a new sales order will be generated from this template when you press the [Generate] button. | ||||||||||||||
| [Convert] | Generate a new Sales Order from either the current or from the tagged records. | ||||||||||||||
| [Auto Reminder] | Mark as Auto Recurring. This feature tells Simple Accounting to prompt you, whenever you log on, that a new sales order needs to be generated from the template. If you answer ‘Yes’, the program then generates new sales orders from those that are now due. The reminder occurs when you start the program if you have checked Enable Business Reminders? in SETUP|User Options. You can select one of the following intervals:
Simple Accounting uses the Order Date field in its calculations. For example, if you select ‘Monthly’ and the ORDER DATE in the recurring order template is ’01/15/96′, then on the fifteenth of every month, you will be asked if you wish to generate a new recurring order for that order template. |
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| <Ins> | Create a new recurring order template. When you create a new order template you begin entering information about the recurring order exactly as in the Sales Orders browse. When you are done entering the recurring order, save it as you would a regular order. | ||||||||||||||
| <Del> | Delete the selected order template. |
The Business Reminders Dialog
As we just said, you are reminded to generate new sales orders from recurring order templates upon logging on so long as you have Business Reminders enabled.) If you tell SAFE EE to proceed, a browse appears with the records scheduled for generation. Tag the ones you wish to generate using the Spacebar, then press [Proceed] to have the program generate new sales orders (or, press Esc if you happen to change your mind.)
You tag records in