Re: [SL] recurring transaction

[Kevin B. <kb...@fr...>]

Kevin Bailey wrote:

>Hi,
>
>The recurring transaction has been really neatly added and is a real 
>plus to the system.
>
>However I have a query.
>
>In the manual it says that there is a difference between scheduling a 
>new transaction and scheduling an existing transaction. But I can't get 
>this difference to work.
>
>When I open the transaction page I then add in the details and click 
>update. I can now click the schedule button now and fill in details for 
>the schedule - however this schedule is not saved and does not appear in 
>the list of recurring transactions.
>
>I have to post the transaction first, then relist the transactions, find 
>the transaction and then create the schedule - but this is the same as 
>scheduling as existing transaction.
>
>What I'd like to do is to create a scheduled which starts on say the 1st 
>July 2007 - so when I log in after the 1st July I am prompted to add 
>this transaction and it gets emails out.
>
>What I think I have to do currently is to create the transaction for 1st 
>July 2007. Then create a schedule for the subsequent transactions. I'll 
>then have to manually remember to email out the invoice on the 1st July 
>- but the next transactions will be prompted for which will be great.
>
>BTW - I say transactions but I am using sales invoices (which are a 
>transaction as far as I know!)
>
>Cheers,
>
>Kevin
>
>
>  
>


To answer my own post...

It looks like that you can hit the schedule button when building up an 
invoice. After you have added the schedule you are then taken back to 
the invoice screen.

Here it is now important to hit the 'Post' button. If this invoice is 
not posted then the schedule will not exist because it has no invoice to 
base itself on.

This also means that the first invoice will show in you scheduled list.

Maybe this could be looked into - with either a message saying that the 
invoice must now be posted for the schedule to be created. Or the 
'Schedule' button should be a 'Post and Schedule'. Hmmm.... not sure.

But at maybe the doc could be brought up-to-date.

Kevin