Recurring Voucher Create

Menu Path: Accounts Payable $Images\bluerarw.gif$ Vouchers $Images\bluerarw.gif$ Recurring Voucher Create

Purpose

Create vouchers based on recurring vouchers.

Overview

Use Recurring Voucher Create to quickly select a large number of pre-defined recurring vouchers and generate vouchers based on the recurring vouchers.

Creating Vouchers Based on Recurring Vouchers

To create vouchers based on recurring vouchers:

Click the Lookup buttons at the right of the Posting Period and Posting Year fields to select the period and year against which the voucher will be posted.
Click the Batch tab in the ribbon, and use the ribbon buttons to select the batch for the voucher, then click the Home tab in the ribbon.
Select a recurring voucher in the Available Standard Entries grid.
Click the Add button. The Voucher Entry for Standard Voucher window appears.
Edit the voucher details, and then click the OK button in the ribbon. The voucher information is updated.
Repeat steps 3 to 5 for all recurring vouchers for which you want to create vouchers.
Click the OK button in the ribbon. The vouchers are created, and the voucher numbers are displayed.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Recurring Voucher Create window.
OK	Click this button to create vouchers based on the recurring vouchers in the Selected Entries grid.
Recurring Voucher	Click this button to display Recurring Voucher Maintenance, which allows you to set up and maintain recurring vouchers.

Ribbon Batch Tab Buttons

Button	Description
Select	Click this button to display Select a New Batch, which allows you to select a previously created batch.
Open	Click this button to display Open a New Batch, which allows you to create a new batch.
Close	Click this button to display Close A Batch, which allows you to close a batch.
Edit	Click this button to display Edit A Batch, which allows you to edit an existing batch.

General Tab Fields and Buttons

Field or Button	Description
Posting Period	Click the Lookup button to select the posting period for the generated vouchers. This field defaults to the current period.
Posting Year	Click the Lookup button to select the posting year for the generated vouchers. This field defaults to the current year.
Batch #	This field displays the batch number for which you are creating vouchers. Use the Batch tab in the ribbon to select, open, close, or edit a batch.
Available Standard Entries	This grid displays recurring vouchers you can use to generate vouchers. For information on setting up recurring vouchers, see Recurring Voucher Maintenance.
Add	Click this button to display Voucher Entry for Standard Voucher, which allows you to enter voucher information for a voucher based on the selected recurring voucher in the Available Standard Entries grid.
Remove	Click this button to remove the selected voucher in the Selected Entries grid.
Selected Entries	This grid displays recurring vouchers for which you are generating vouchers. Double-click a recurring voucher to display Voucher Entry for Standard Voucher, which allows you to voucher information.