Customer - Setup Recurring Sales Line

1.      Code – select Recurring Sales Lines Code or click [+New] to create.

2.      Valid period – enter valid from date and valid to date if the recurring sales lines only valid during a period

3.      Blocked – select the check box if the Recurring Sales Lines is not allow to select in sales document

4.      Insert Line Options – The option can be setup for Quotes, Order, Invoice and Credit Memo respectively.

Manual – user add the recurring sales lines manually

Automatic – if only 1 recurring sales line exists for the customer, it will be inserted to the document automatically. 

If multiple, system will prompt the notification for allow user select which recurring sales line need to insert.

Always Ask – A notification appears, and user can pick the recurring sales line to the document.