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Schedule Tab Recurring Purchase Order

Use this tab to add, edit, or delete recurring information for the recurring purchase order.

Fields

 Note

An asterisk (red * ) indicates a required field or selection.

Frequency *

Select a frequency for the recurring purchase order, that is, when the transaction in the recurring purchase order should be processed. The following frequencies are possible: (Not Set), Daily, Weekly, Biweekly, Monthly Quarterly, Yearly.

Start Date *

Enter a start date for the recurring purchase order using the format mm/dd/yyyy. Or use the Calendar Button to select a date. The date you enter is the activation date for the recurring purchase order.

For example, if you select a frequency of monthly and enter 01/05/yyyy, and then process recurring purchase orders, the create process updates the Next Date field to 02/05/yyyy based on this start date.

Last Date

The last date on which the recurring purchase order was processed. When you Create POs, the system inserts the date in this field.

Enter or edit a last date for the recurring purchase order using the format mm/dd/yyyy. Or use the Calendar Button to select a date.

Next Date *

Enter a next date for the recurring purchase order using the format mm/dd/yyyy. Or use the Calendar Button to select a date. The date you enter is the next date on which the recurring purchase order can be processed.

End Date *

Enter an end date for the recurring purchase order using the format mm/dd/yyyy. Or use the Calendar Button to select a date. The date you enter is the termination date for the recurring purchase order.

Accumulated $

Enter the accumulated amount of the recurring purchase order using the format 0000.00. This amount is the total amount that has been processed through the current date. This amount is incremented by the Create PO process.

Maximum Amount *

Enter the maximum amount that can accumulate via processing of this recurring purchase order. For example, if you were making payments on an account that totaled $10,000, you would enter $10,000 in this field.

Buttons

Cancel

Select this button when you want to stop without saving changes.

Save

Select this button to save changes.

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Recurring Purchase Orders Tab