Setup recurring sales line for a customer can help if you often need to create recurring sales document to the order with the similar sales line information.
Step for setup
1, Use search function to find Standard Sales Code then click the link to open the Standard Sales Line Page
2, Enter Code and Description
*Standard Sales Code is use for identity the group of sales lines
3, Select the standard sales code then click Edit
4. In Lines tab, enter the sales lines
5, Go to the customer card then select Related => Sales => Recurring Sales Lines… action
6, fill up the information for the recurring sales line for the customer
1. Code – select Recurring Sales Code or click [+New] to create.
2. Valid period – (Optional) enter valid from date and valid to date if the recurring sales lines only valid during a period
3. Payment Term Code / Payment Method Code – (Optional) enter if the recurring sales payment terms / method is different with Customer.
Steps for get standard line to sales document
1, Create Sales Order
2, Select Action Button Get Std. Cust. Sales Codes...
