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Certain business transactions repeat themselves on a regular basis. For example, every month a company orders a stack of copying paper from their vendor.

In SAP Business One, you can define templates for such recurring transactions using regular sales and purchasing document drafts. The templates contain the required business partner, item, accounting, and shipping information as well as recurrence details. For more information, see Managing Recurring Transactions Templates. Based on the recurrence information, individual recurring transaction instances are generated so that you can execute the transactions individually or by batch in the sales, purchasing, and inventory area. For more information, see Managing Recurring Transactions.

In addition, you can set up the application in such a way that when you log on to the system, the Recurring Transactions window is displayed automatically. To achieve this, you must select the Display Recurring Transactions on Execution checkbox in the General Settings window. For more information, see General Settings: Services Tab.