What is recurring transaction in SAP SBO - SAP Business One?

SAP Term: recurring transaction

• Component: SBO

• Component Name: SAP Business One

• Description: Type of operation in sales, purchasing or inventory management repeating at certain intervals and reminding users that the relevant document be created in the application. For example, company A has a contracted agreement with its customer B to supply a fixed amount of printing paper to their offices every week. This involves creating a delivery note for the same customer and item quantity every week when the paper is to be delivered.

Smart SAP Assistant

• Key Concepts: 
  A recurring transaction in SAP Business One (SBO) is a type of transaction that is repeated on a regular basis. This could include payments, invoices, or other types of transactions. It allows users to save time by automating the process of entering the same information multiple times.
  
  How to use it: 
  To use a recurring transaction in SBO, users must first set up the transaction template. This includes entering all the necessary information such as the date, amount, and other details. Once the template is saved, users can then select it when creating a new transaction. The system will then automatically fill in the details from the template.
  
  Tips & Tricks: 
  When setting up a recurring transaction template, it is important to make sure that all the necessary information is included. This will ensure that the system can accurately fill in the details when creating a new transaction. Additionally, users should also make sure to update their templates regularly to ensure accuracy.
  
  Related Information: 
  For more information on how to use recurring transactions in SBO, users can refer to SAP’s official documentation or contact their local SAP support team. Additionally, there are also many online tutorials and videos available that provide step-by-step instructions on how to set up and use recurring transactions in SBO.