This function reviews Recurring Client Orders and generates Client Orders based on the information entered into settings and filter fields displayed when this function is initiated. The function will only process orders for active clients.
When a recurring order is released, the system will compute the unit price from the price level and price code if the price is left zero in recurring template. This function also sets the Total Invoice Amount for the generated orders.
See Registry to Set GL Entity when the Recurring Client Order is released.
Month To Release:
Enter the number of the month (01-12) whose orders you wish to release. Only one month may be released at a time.
Effective Order Date:
The effective date for the orders you wish to generate.
Important Note: Start and End Dates
The Recurring Client Order contains ‘Start Date’ and ‘End Date’ field for both the order as a whole and for individual items. These dates are compared to the ‘Effective Order Date’ field entered when Recurring Orders are released. If both date sets are entered, the effective date must match both sets in order for an order line to be released. If a start date or an end date is omitted, it is excluded from the test.
Client Id:
Enter a Client Id to limit the release to sites belonging to this Client.
Client Site Id:
If you only wish to generate Client for a specific site enter the appropriate Client Site Id(s).
Inventory Item Id:
To limit the orders released to a specific item, enter its Inventory Item Id.
Order Id:
Enter an Order Id to limit the release to this template.
Note: Entering Range Options
Several Id's can be specified by using a comma to separate the individual Id's.
A Range of Id's is defined by the first and last items of the range separated by an underscore.
The % is the wildcard character. To select only those Inventory Items beginning with the characters abc, you would enter abc%.
Also See
Recurring COP Order