How to Enter Recurring Transactions
A great time saver in Cougar Mountain is the ability to create Recurring transactions in most of the modules. A recurring transaction is one that can be used over and over, without having to reenter the information each time. Each of the modules are a little different in how they are set up, but basically it is a two step process - you first create the Recurring Template, and then you generate the actual transaction from the template. For instance;
- In General Ledger, you save the recurring transaction into a Recurring Batch.
- In Purchase Order, you can either create the Recurring PO directly as a template in the Options menu, or it can be created while entering a real transaction by clicking the “Recurring” checkbox.
You can check the Help files in each module you are using to find out how to specifically create and use Recurring transactions.
Also there are Frequency Codes used with the recurring transaction, which allows you to run only the transactions you need at specific time intervals. For instance, at the first of each month you could run the MONTH frequency codes and generate all the transactions you have for the month.
As you can see, Recurring transactions can make your operation run more efficient.
Joe
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