Moha: Created page with "To be prompted to process a recurring order when they are due, you must set up your preferences for “on startup”
1. Click '''Preferences'''.
2. Select th..."

2011-06-11T01:47:14Z

Created page with "To be prompted to process a recurring order when they are due, you must set up your preferences for “on startup” 1. Click '''Preferences'''. 2. Select th..."

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To be prompted to process a recurring order when they are due, you must set up your preferences for “on startup”

 1. Click '''Preferences'''.
 2. Select the '''On Startup''' tab.
 3. Check '''Generate Recurring Orders'''.
 4. Choose how many days in advance you want to be notified.

[[File:OnStartup_REcurringOrder.jpg]]

 5. Check if you want to print the service order.

 6. Click '''OK'''.

Now that you set up your Startup preferences, when you open SME you will receive a message when recurring orders are ready to be generated.

[[File:ProcessREcurringOrder.jpg]]

Click '''Yes'''. When SME completes generating the service records, go to the Service module to find the orders. Using the Search window, you can sort by order number. All the new orders generated will have the latest order numbers. Schedule your technicians and invoice the order as you would any other service order.

Processing a Recurring Order - Revision history

Moha: Created page with "To be prompted to process a recurring order when they are due, you must set up your preferences for “on startup” 1. Click '''Preferences'''. 2. Select th..."

Moha: Created page with "To be prompted to process a recurring order when they are due, you must set up your preferences for “on startup”
1. Click '''Preferences'''.
2. Select th..."