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Recurring Transactions reopen if template edited

Hi,

I would like to understand the logic why already posted recurring transactions get reopen if its template edited. Below is the SAP Note:

1559051 - Effects of updating the Recurring Transactions Template

Symptom

Updating Recurrence Period, Recurrence Date, Start Date, and Valid Until in the Recurring Transactions template affects all scheduled recurring transactions.

If some of the transactions have already been executed, they will be recreated.

The update will also affect the Next Execution Date in Recurring Transactions - Templates. The date of the first scheduled transaction is set as the Next Execution Date.

Reproducing the issue

Prerequisite:

You are working in SAP Business One version 8.81 PL4 or higher.

Scenario:

  • Go to Sales - A/R -> Recurring Transaction Template.
  • Define, for instance, the following template: Template 001; Type: Sales Quotation; Doc No. X (set the document you want to use as template); Recurrence Period: Monthly; Start Date: 01.01.2015; Recurrence Date On: 4; Valid Until: 31.12.2015.
  • Go to Sales - A/R -> Recurring Transactions.

Result:

Recurring sales quotations for the 4th of each month starting from 01.01.2015 are suggestd by the system.

  • Execute the transaction with Next Execution Date: 04.01.2015.

Result:
The system generates the corresponding sales quotation.

  • Go to Sales - A/R -> Recurring Transaction Template and in Template 001, change Recurrence Date to 05.01.2015.

Result:
Next Execution Date is set to 05.01.2015.

  • Go to Sales - A/R -> Recurring Transactions.

Results:
Next Execution Date has been updated to the 5th of each month.
A transaction for January with Execution Date 05.01.2015 is suggested.

Solution

Functionality Description

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1 Answer

  • Best Answer
    Posted on Aug 16, 2016 at 09:29 AM

    This issue has been fixed in SAP 9.0 PL 05.

    SAP Note 1717245.

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