To Schedule a Recurring Document

You use the Recurring Transactions (AR203500) form to create a schedule and add a template document or documents to this schedule.

Before You Proceed

If you want to use a document that is already closed, copy and paste it to a new document. For details, see Copy-and-Paste Options and Record Templates.

To Create a Schedule

1. Open the Recurring Transactions (AR203500) form.
   Tip:

   To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
2. On the form toolbar, click Add New Record.
3. In the Summary area, in the Description box, add a description of the schedule.
4. In the Start Date box, select the start date for the schedule. By default, the current date is selected.
5. Specify limitations on the schedule execution in one of the following ways:
   • In the Expiration Date box, enter the date when the schedule expires, or select the Never Expires check box.
   • In the Execution Limit (Times) box, enter the maximum number of times the schedule should be executed, or select the No Limit check box.
6. Specify how often the document should be generated:
   • To generate the document daily or every x days, do the following:
     1. In the Schedule Type section, select Daily.
     2. In the Every Day(s) box of the Daily section, type an integer to specify the number of days between document generation. For example, to generate a document every day, enter 1, and to generate a document every other day, enter 2.
   • To generate the document weekly or every x weeks, do the following:
     1. In the Schedule Type section, select Weekly.
     2. In the Every Week(s) box of the Weekly section, type an integer to specify the number of weeks between document generation.
     3. Select the appropriate check box or check boxes in the Weekly section to specify the day or days of the week when the documents should be generated.
   • To generate the document monthly or every x months, do the following:
     1. In the Schedule Type section, select Monthly.
     2. In the Every Month(s) box of the Monthly section, type an integer to specify the number of months between document generation.
     3. Select when the document should be generated: either the day of the month or the week in the month and day of the week (such as the first Monday of the month).
   • To generate the document every x financial periods, do the following:
     1. In the Schedule Type section, select By Financial Period.
     2. In the Every Period(s) box of the By Financial Period section, type an integer to specify the frequency of document generation by financial period.
     3. Specify whether the document should be generated on the first day of the financial period, the last day of the financial period, or a specific day of the period.
7. Make sure the Active check box is selected for the schedule.
8. On the form toolbar, click Save.
9. If needed, attach a scanned copy or electronic version of the document on which this schedule is based. To do this, drag the file from the folder on your computer and drop it on the Summary area.
10. On the Document List tab, repeat the following steps for each document you want to add:
    1. On the table toolbar, click Add Row.
    2. In the Type column, select the type of a document to be added.
    3. In the Reference Nbr. column, select the document by its reference number.
    4. If needed to attach an electronic version of the related document or a scanned image of it, click the staple icon, then select and upload the document.
11. On the form toolbar, click Save.