Copy Recurring Entries

Use the Copy Recurring Entries function to create transactions for the recurring entries you defined in the Recurring Entries function. Use the run codes and cut off dates you set up in the Recurring Entries function to copy the entries into batches according to your schedule.

Recurring entries that have the next billing date prior to your Due By Date will get copied into the Orders function as new sales orders. If the next billing date calculated from prior Copy Recurring Entries executions is after the Due By Date, those recurring entries will not get copied into sales orders.

When you copy an entry, the system creates a transaction with a New status, which must verify before you can post the transaction. After you copy an entry, it is treated like any other transaction. When you post transactions, an invoice is created for each transaction.

1. Select the range of run codes whose recurring entries you want to copy from the Run Code From and Thru fields. Leave these fields blank to copy all existing run codes. 
2. Enter the fiscal period and year to use in the Fiscal Period / Year fields.
3. Select a date, or use the workstation date, to act as the cutoff date for the recurring entries to copy from the Cutoff Date field.
   Note: Entries with cutoff dates before the date you enter are not copied.
4. Select a date from the Due by Date field. Any recurring entry due to be copied on or before the Due by Date will be copied to the batch.
   Note: After creating a new Recurring Entry, the entries made in the Billing Type (how often the recurring entry should be used) and Next Billing Date (increments when you run the Copy Recurring Entries function, based on the Billing Type) fields on the Billing tab relate to how the entry in the Due by Date field functions. Example
5. Select the batch code, if applicable, to apply to the recurring entries from the Batch Code field.
   
6. Select the deposit ID, if applicable, to apply to the recurring entries from the Deposit IDfield.

7. Select the exchange rate to use when you copy recurring entries via the Exchange Rate button on the toolbar.

8. Enter any applicable comments in the Comments field.
9. Select an action using the following buttons:
   

Select	To
OK	Begin copying the recurring entries.
Activity	Display the Activity Log to view posting activity.
Reset	Set all fields to their default values.