Modifying Recurring Order Templates
When you generate an order from a recurring template, you can edit the order just as you can any other unposted transaction. However, if you want the template to be permanently changed so that the next time it is generated the changes are reflected, you must change the template, not the order.
To modify a recurring order template:
1 In the Sales module, select Order Entry Tasks > Set the Active Batch to Recurring from the left navigation pane.
2 Now that the recurring batch is set, select Order Entry Tasks > Enter / Edit Customer Orders from the navigation pane.
3 Select Transaction > Retrieve Transaction > Recurring from the menu bar.
4 Use the Lookup to select the transaction you want to edit.
5 Once the Sales Order Entry window opens with the selected order, make the necessary changes and save.
In the future, when the order is generated from the template, it will be based on this updated template.
Published date: 11/22/2021