Help on Recurring Expense Invoice Template No.
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This help page allows you to search and select a Recurring Expense Invoice Template number and transfer the details to the field where it is required. The system retrieves the values based on the details entered.
Click the lens icon positioned next to the “Template No.” field.
The “Help on Recurring Expense Invoice Template No.” page appears.
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Supplier Code From |
The starting code in the range of codes identifying the supplier code which you want to retrieve. |
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To |
The ending code in the range of codes identifying the supplier code which you want to retrieve. |
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Supplier Name |
The name identifying the supplier.. |
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Template No. From |
The Starting Number in the range of Template Numbers |
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Template No. To |
The ending Number in the range of Template Numbers |
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Finance Book |
The finance book of the Template in which you want to retrieve. |
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Frequency |
Use the drop-down list box to select the frequency in which the accounts are posted. The options available are "Daily", "Weekly", "Monthly", "Fortnightly" and "All". The system displays “All” by default on launch of the page. |
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Start Date |
The date from which the recurring voucher template is effective (Date Format). The system lists the templates whose start date is equal to or later than the date entered here. The “Start Date” must be less than the End Date. If this field is left blank and the End Date field is entered, then the system retrieves all the recurring voucher templates with effective date from earlier than the date specified in the End Date field. |
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End Date |
The date To which the recurring voucher template is effective (Date Format). The system lists the templates whose End date is equal to or less than the date entered here. The “End Date” must be greater than the Start Date. |
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User ID |
The User ID who created the template with which you want to retrieve. |
Click the “Search” pushbutton to retrieve the search results.
The system retrieves and displays the following in the “Template Information” multiline based on the search criteria entered:
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Template No. |
The number identifying the reference document selected. |
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Finance Book |
The code identifying the finance book in which the Template are created. |
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Supplier code |
The code identifying the supplier. |
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Supplier Name |
The name of the supplier. |
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Frequency |
The frequency with which the Notes has been generated |
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Start Date |
The start date of the period in which Notes has been generated. |
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End Date |
The end date of the period in which Notes has been generated |
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Template Status |
The Status of the Template Voucher. |
Check the box in the “Select” column of the multiline to select a template number.
Click the “OK” pushbutton.
