To Generate Recurring Documents

You generate a recurring document by using the Generate Recurring Transactions (AR504000) form. You can then view and edit the generated documents if needed, using the drill-down capabilities available on the form.

To Generate a Document in Accordance with the Schedule

1. Open the Generate Recurring Transactions (AR504000) form.
2. To select the schedules by the range of due dates, do the following:
   1. Select the start date in the Execution Date box.
   2. Select the Stop on Execution Date option button to indicate that the date you selected in the Execution Date box will be the date when the system stops running the schedules.
3. To run a specific number of schedules, do the following:
   1. Select the start date in the Execution Date box.
   2. Select the Stop After Number of Executions option button, and in the unlabeled adjacent box, type the number of schedule executions.
4. Do one of the following:
   • To run all listed schedules, on the form toolbar, click Run All.
   • To run only selected schedules, select the unlabeled check box of each schedule you want to run, and then click Run on the form toolbar.

Once processing is completed, you can click a link in the Schedule ID column to navigate to the Recurring Transactions form, where on the Generated Documents tab, you can view the list of generated invoices.