Changing Recurring Entry Documents 

Use

Changing a recurring entry document is like changing any other document, except that you can also change the amounts in the individual line items and the recurring posting data.

Procedure

To change a recurring entry document, proceed as follows from the General Ledger menu:

...

       1.      Select Document → Reference documents → Recurring document → Change.

       2.      Enter the number of a recurring entry document and choose  ENTER.

If you do not know the document number, you can search for it by choosing Document → List.

       3.      To edit one or more line items, choose each line item and change the data contained in it.

To edit the document header, choose Goto → Document header. You can make changes in the document header fields Reference and Doc. header text.

To edit the recurring entries data, select Goto → Recurring entry data. You can make changes in the following fields:

○       Last run on

○       Next run on

○       Interval in months

○       Run date

○       Run schedule

○       Deletion indicator

○       Transfer amounts in local currency

○       Copy Texts

       4.      To save your changes, select Document → Save.