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FormerMember

Recurring Transactions - Edited information won't update

Posted By FormerMember

Greetings all,

I'm having trouble with recurring transactions.  I have searched in the forums for help but most of the articles are quite old and the instructions within don't match the updates that Sage has undergone.  

I'm trying to edit the information of a recurring customer invoice.  The way I'm doing it is that I'm looking up a client invoice, and then I'm clicking on "Recall recurring Transactions".  I'm choosing the recurring invoice that I want to change.  I make the change, then I store the recurring and say "yes" that I want to overwrite the old recurring.  I then post the invoice.  

When I look up the invoice again in the recurring list and load it up, the changes I made don't seem to have worked.  

An updated guide on editing recurring transactions would be very much appreciated. 

Thank you very much,

Michael Arnold

  • 0

    Michael:

    Call the recurring invoice up in the Customer Invoice module and make your edits to the information, Once everything is complete then save the recurring invoice and overwrite the one on file. This should work the same for all recurring entries. This function in Sage 50 has not changed unless it changed in the 2018 version but I have seen nothing to indicate a change.

    If you bring the invoice to the screen from a customer's record, not as a recurring entry, make your edits and then save as a recurring entry the stored recurring entry will not be changed. You have to start using the recurring entry already stored, make the edits and then store the entry again.

  • 0

    In addition to what Alwyn has stated:

    Unknown said:
    When I look up the invoice again in the recurring list and load it up, the changes I made don't seem to have worked.

    The reason for that may depend on which changes you made.  I'm not sure where this is documented, the Sage 50 online help seems to be getting more and more online, and less and less help every year.

    Some parts of the invoice, (ship-to address, line item description, comment line, G/L accounts) can be over-ridden in the recurring transaction, and if not will come from the customer record.

    Some parts of the invoice, i.e. (purchase order, ship date, blank lines at the end of the invoice, are not stored.

    Some parts of the invoice, i.e. customer billing address, sales tax amount, may be stored in the company data, but are re-calculated / re-written every time the transaction is brought up.

    Some settings are 'global' like the location and width of the data entry columns on the screen.

    If that doesn't jibe with what you're seeing, and in case it's some security or other setting (or error) that's preventing the change from being reliably stored, you could have a go at the universl.sai sample file to see what happens there. 

    If it's still not working, please post back with the Version & Edition of Sage 50 that you're using.  I assume that everyone's running the most recent one and reply accordingly. 

    Randy Wester

*Community Hub is the new name for Sage City