Standing Order Maintenance

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Use the Standing Order Maintenance form to set up customer orders that repeat periodically. For example, if a customer places the same order very month, and orders the same items each time. Using this form, you can add frequency and date parameters to the order header.

These parameters determine when a standing order should be released into the sales order cycle using the Update Standing Orders form.

Frequency type

Select either Last day of month, Month, Week, and Year.

The frequency type is used to calculate the Next Action Date for the order.

Frequency

Enter the frequency of the order. This is used with the Frequency Type to calculate the Next Action Date for the order. For example, if the frequency type is Week and the frequency is 2, then Greentree Desktop expects the order to be created once every two weeks.

If the order updates on 15/03/19, Greentree Desktop increments the Next Action Date for the standing order to 29/03/19, and makes it available for selection on or after that date next time you open the Update Standing Orders form.

Inactive

Select this option to retain the standing order detail, but no longer want to include the order in the update process.

Start Date

This represents the date to start creating real orders based on the standing order.

End Date

This represents the date to stop creating real orders based on the standing order.

Next Action Date

This date is calculated by Greentree Desktop. using the Start Date, Frequency Type, and Frequency. You can edit the date.

The Next Action Date determines whether the standing order is available for selection when you open the Update Standing Orders form.

• SO Order Entry
• Update Standing Orders

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