Grouping Recurring Orders (Frequency Codes)
You need to define Frequency Codes before you set up recurring orders. Frequency Codes allow you to group together recurring sales transactions that you might want to generate together. These are user-defined six-character codes that represent the different groupings you use. For example, you might create a Frequency Code of MONTH for sales that should be generated on a monthly basis, or you might create MNTH10 to group together all transactions that should be generated on the tenth day of each month.
To determine the Frequency Codes that you need, consider and list the different ways you might want to group recurring orders. For each group on your list, make up a unique six-character code that represents this group. The code can contain alphanumeric and special characters.
To set up Frequency Codes:
1 In the Sales module, select Order Entry Tasks > Set Up the Frequency for Customer Orders from the left navigation pane.
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2 In the Frequency Code box, enter a unique six-character code. This code appears in Lookups and on some reports.
3 In the Description box, enter a description of up to 50 characters that easily identifies the group this Frequency Code represents.
4 Select Save when you are done.
Published date: 11/22/2021