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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
| 9.2. Create Recurring Items | ||
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 | 9. Utilities |  |
Several document types may be marked as recurring: Invoices, Incidents, To-Do Items, and Projects. Recurring means these documents have the capacity to be recreated over and over again on a periodic basis. To process recurring documents, you need to run the recurring items utility. When the utility is run, copies will be created of any documents marked as recurring. The frequency of the recurrence is defined on the parent document itself.
Once the recurring flag is set on a parent document, all subsequent copies will be marked in the database as children of the original parent document. If you need to make changes to the frequency of a recurring document, you must go back to the original parent document and make the changes there. Frequency changes made at the parent level will propagate to the child level.
To create recurring items, select the "Create Recurring Items" option. The following screen will appear:
When creating recurring items, you are presented with the following options:
Select to create recurring Invoices for any Invoices marked as recurring. The frequency of the recurrence is defined on the parent Invoice. When the utility is run, new unposted Invoices are created for any recurring Invoices having an Invoice date within the specified number of look-ahead days. The look ahead days, or buffer days, are specified in the Accounting Module configuration. You can read more about recurring Invoice buffer days here Recurring Invoice Buffer.
Select to create recurring Vouchers for any miscellaneous Vouchers marked as recurring. The frequency of the recurrence is defined on the parent Voucher. When the utility is run, new unposted Vouchers are created for any recurring Vouchers having a Voucher date within the specified number of look-ahead days. The look ahead days, or buffer days, are specified in the Accounting Module configuration. You can read more about recurring Voucher buffer days here Recurring Voucher Buffer.
Select to create recurring Incidents for any Incidents marked as recurring. The frequency of the recurrence is defined on the parent Incident.
Select to create recurring To-Do Items for any To-Do Items marked as recurring. The frequency of the recurrence is defined on the parent To-Do Item.
Select to create recurring Projects for any Projects marked as recurring. The frequency of the recurrence is defined on the parent Project.
Select to create recurring jobs for any xTuple Connect job marked as recurring. The frequency of the recurrence is defined on the parent job.
The following buttons are unique to this screen:
Select to create recurring items for the selected document types.
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| 9.1. Edit Owners |  | 9.3. Contact Merge |