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318909996
02/07/2008
4/21/2009 11:49:00 AM

Managing Recurring Invoices

Trigger:
Concept
You can enter invoices for periodic expenses for which you may not receive invoices, such as
rent. To enter recurring invoices, define a recurring invoice template, then create invoices
based on that template. With a recurring invoice template, you can do the following:
Specify the intervals in which recurring invoices will be created.
Create up to two special one-time invoice amounts of a non-standard amount, such as a
deposit or balloon payment.
Define recurring invoices to increase or decrease by a fixed percentage from period to
period.
Recurring Invoices can also be used to create debit memos.
In this topic, you will enter a recurring invoice.

Required Field(s)

Comments

Output - Result(s)

Comments

Additional Information

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Procedure

Step
1

Action
Begin by navigating to the Recurring Invoices page.
Click the vertical scrollbar.

Click the Payables, Vision Operations (USA) link.

Click the Invoices link.

Use the Recurring Invoices page to create a new recurring invoice.

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Step

Action

Click in the Supplier: Name field.

Enter the desired information into the Supplier: Name field. Enter "GE
Capital".

Click in the Supplier: Site field.

Enter the desired information into the Supplier: Site field. Enter "BOSTON".

Click in the Calendar: Name field.

10

Enter the desired information into the Calendar: Name field. Enter
"Monthly".

11

Click in the Calendar: Number of Periods field.

12

Enter the total number of invoices you want to create over the life of the
template.
Enter the desired information into the Calendar: Number of Periods field.
Enter "3".

13

Click in the Calendar: First Period field.

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Step
14

Action
In the first field, enter the first period for which you want to create an invoice.
Enter the desired information into the Calendar: First Period field. Enter
"Oct-07".

15

Click in the Number field.

16

Enter the desired information into the Number field. Enter "REC03".

17

Click the Line Definition tab.

18

Click in the Distribution Origin: Set Name field.

19

Enter the desired information into the Distribution Origin: Set Name field.
Enter "ADV".

20

Click the Amounts tab.

21

Enter the desired information into the First Amount field. Enter "1000".

22

Click in the Number of Invoices field.

23

Enter the desired information into the Number of Invoices field. Enter "3".

24

Click the Create Recurring Invoices... button.

or Press [Alt+C].
25

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Use the Create Invoices page to review the recurring invoices that you have
created.

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Step
26

Action
Click the OK button.

or Press [Alt+O].

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Step
27

Action
Click the Open button.

or Press [Alt+O].
28

Click the Open button.

or Press [Alt+O].
29

Click the Invoices list item.

30

Click the Open button.

or Press [Alt+O].
31

Step
32

Use the Invoice Workbench page to create a new invoice or view an existing
recurring invoice.

Action
Click the View menu.

or Press [Alt+V].
33

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Point to the Query By Example menu.

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Step
34

Action
Click the Enter menu.
or Press [E].

35

Click the horizontal scrollbar.

36

Click in the Invoice Num field.

37

Enter the desired information into the Invoice Num field. Enter "REC03%".

38

Click the View menu.

or Press [Alt+V].
39

Point to the Query By Example menu.

40

Click the Run menu.

or Press [R].

41

You have entered a recurring invoice.

End of Procedure.

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