Costpoint Online Help

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Recur Tab

When you define a new recurring voucher template, select the Template check box on the Manage Accounts Payable Vouchers screen, then click this tab.

The only field on this tab that requires entry is the Recurring Code field. You can specify a range of fiscal years, periods, and subperiods that defines the life of the recurring voucher. You can either leave the fields in the Date Range group box blank or you can specify a starting date, an ending date, or both. When you specify an ending fiscal year, period, and subperiod, Costpoint assumes that the recurring voucher is no longer needed after that period.

When you create a recurring voucher template, the template voucher data never posts.

If you have a recurring voucher that is being created each month but which is no longer valid, you need to correct the Date Range on this tab. Update the Ending Fiscal Year, Period, and Subperiod fields with the appropriate end date. If the recurring voucher was created for the current month, remember to delete the recurring voucher record. If the recurring voucher template is no longer valid, you can delete it as well.

See Recurring Vouchers for related information.

Contents

Field Description
Recurring Code

Enter, or  click to select, a recurring code from the drop-down list. A recurring Accounts Payable voucher code is required for each recurring voucher template. The code specified defines the periods in which a voucher can be created.

Date Range

If you leave the starting and ending fields blank, the recurring voucher can be created in any fiscal year that has been linked to its Recurring Code.

Field Description
Starting Fiscal Year, Period, Subperiod

If you want to set a limit on the earliest year in which a recurring voucher can be created, enter, or click to select, a starting fiscal year, period, and subperiod.

Ending Fiscal Year, Period, Subperiod

If you want to set a limit on the latest year in which a recurring voucher can be created, enter, or click to select, an ending fiscal year, period, and subperiod.

Ending Date

This field displays the ending date for the fiscal year, period, and subperiod selected.

Last Voucher Created

This group box contains non-editable fields that are updated by the Create Recurring Accounts Payable Vouchers process. Costpoint uses these dates to determine whether the recurring voucher has already been created for this period by displaying the last fiscal year, period, and subperiod in which this recurring voucher was created.