Visma Net
Generate recurring transactions (AR504000)
This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.
You use this window to run a schedule or multiple schedules that automatically generate the customer ledger documents based on the template document or documents. For more information, see About schedules for recurring documents.
The schedules to be processed are filtered by the date that you specify in the
Execution date field.
You also need to specify the
condition on which the system will stop running the schedules.
When you run a
schedule, the system uses the original (Scheduled) documents as templates to
generate similar documents.
For each processed schedule, after the required
documents have been generated, the system updates the Last
executed date.
No matter how many times you run the schedule,
documents will be generated only as required by the schedule.
| Button | Description |
|---|---|
| Run | Runs the schedules you have selected (by using the unlabelled check boxes in the table) and generates documents with an Open status. |
| Run all | Runs all schedules in the table. |
| New schedule | Navigates to the Recurring transactions (AR203500) window, from which you can create a new schedule. |
The top part
You use the elements in this area to specify the criteria that the system uses for selecting the schedules to be loaded to the table and determining when the schedule executions should be stopped.
| Element | Description |
|---|---|
|
Execution date |
The date that the system uses to filter the schedules to be
loaded to the table. Those schedules whose Next execution date is earlier than or equal to the date specified in this field are loaded. Clear the field to display all schedules. By default, the current business date is displayed. |
|
Stop on execution date |
An option button that indicates that the date you specify in the Execution date field will be used as the date when the system stops running the schedules. |
|
Stop after number of executions |
An option button that indicates that the system stops running schedules when the specified number of schedule executions have been performed. You specify the number of schedule executions in the field located near this option button. |
The table
The table contains the list of active schedules that match the settings you have specified. You can select the check boxes to include schedules for processing.
| Column | Description |
|---|---|
| Included | An unlabeled check box that you can use to select this schedule for processing. |
|
Schedule ID |
The schedule's unique ID. By clicking the number, the system opens the Recurring transactions (AR203500) window as a dialog window; in this window, you can view the details of the selected schedule. |
| Description | The user-defined description of the schedule. |
|
Start date |
The start date for the schedule. |
|
Expiration date |
The expiration date for the schedule. |
|
Executed (times) |
The number of times the documents attached to the schedule were generated. |
|
Execution limit (times) |
The maximum number of times the schedule may be executed. |
|
Next execution |
The date when the documents should be generated next. |
|
Last executed |
The date when the documents were last generated, according to the schedule. |
Related concepts
About schedules for recurring documents
Process customer ledger documents - overview
Related tasks
Generate recurring transactions
Related windows
