To Generate Recurring Documents

You generate a recurring document by using the Generate Recurring Transactions (AP504000) form. You can then view and edit the generated documents by using the drill-down capabilities available on the form.

Note: You can search for a form by its name or its form ID. For more information about search capabilities, see Search.

To Run Schedules that Generate Recurring Documents

  1. Open the Generate Recurring Transactions (AP504000) form.
  2. In the Execution Date box, specify the date that the system uses to load appropriate schedules to the table. The schedules whose Next Execution date is earlier than or equal to this date are loaded. Clear this box to display all available schedules.
  3. Specify the settings that indicate when the system stops running the schedules. Select one of the following option buttons:
    • Stop on Execution Date: The system will stop running schedules on the date that you specify in the Execution Date box.
    • Stop After Number of Executions: The system will stop running schedules when the number of schedule executions you type in the adjacent box will be performed.
  4. In the table, select the unlabeled check box next to each schedule to be run.
  5. On the form toolbar, click Run to generate documents in accordance with the selected schedules.

    Documents will be generated only as specified by the schedule, no documents may be generated ahead of time. The generated document has the same details as the scheduled document, but its transaction date is set in accordance with the schedule.