Unique Business Challenges and General Discussion

[JM]

I am trying to figure out how to use the Repetitive Invoice Entry for some recurring payables, but cannot figure out what the Reference code is and how to set up a reference code. I didn't see anything under setup or utilities for that. Any ideas???

[Heather]

It is whatever to want to assign to this repeating invoice.  Kind of like an invoice number in regular invoices entry.  Just type something in. 

Be aware that when you generate the invoices, this code appended with the transaction date becomes the invoice number.

And welcome to the forums!

[timmjlane]

My understanding is that the Reference field can be used for selection of invoices to generate...it also becomes part of the Invoice Number.  So if you created a number of invoices that you would always generate at the same time you would give them the same Reference so you could easily select them in Repetetive Invoice Selection.

[JM]

Hi Heather,

I didn't think it would allow me to just type something in, but I will give it a try again, but probably not for a few days.  I am swamped right now!

[DFeller]

Do you have a test company? Before trying something new, a lot of people will try it in the test company first, so they don't do something they don't intend to in the live company.

Dawn

[SRYork]

To Jeremy -- In AP Repetitive Invoice selection, you can select which repetitive invoices to create invoices from by repetitive invoice number / code, vendor number and cycle.  If you wish to have different vendors or more than one repetitive invoice for a specific vendor automatically created in one batch you would use either vendor number or cycle to identify / select invoices to be generated.

FYI - A cycle is a one character code you define to group these invoices vis a vis 'M'onthly, 'Q'uarterly, 'W'eekly, etc. This is the more "normal" means of grouping repetitive invoices for generation selection.