Generating Recurring Transactions

Generating Recurring Transactions for a Single Schedule

1. Open the Recurring Transactions (GL203500) form.
2. In the Summary area, in the Schedule ID box, select the schedule for which you want to generate transactions.
3. On the form toolbar, click Run Now.
4. On the Generated Documents tab, view the list of generated batches.
   
   

Generating Recurring Transactions for Multiple Schedules

1. Open the Generate Recurring Transactions (GL504000) form.
2. In the Execution Date box, select the date that will determine which schedules the system loads to the table. The system selects the current business date by default.
3. Specify the condition that the system will use to stop schedule executions by selecting one of the following option buttons:
   1. Stop on Execution Date: The system stops running schedules on the date that you specify in the Execution Date box.
   2. Stop After Number of Executions: The system stops running schedules when the specified number of schedule executions have been performed. If you select this option button, specify the number of executions in the adjacent box.
4. Do one of the following:
   1. Select the unlabelled check boxes for the lines with schedules and click Run to process only these schedules.
   2. On the form toolbar, click Run All to process all listed schedules.
      
      

Viewing the Generated Batches

1. Open the Recurring Transactions (GL203500) form.
2. In the Schedule ID box, select the schedule for which you want to view generated batches.
3. On the Generated Documents tab, click the number of the batch in the Batch Number column.
4. On the Journal Transactions (GL301000) form, which opens, view the details of the batch.