Client Management RMR Management Creating a New Recurring Line
There are three methods for setting up Recurring Lines within SedonaOffice. The option selected for setting up the recurring lines depends on your company's own policies and procedures.
·Setup the recurring lines when initially creating a new customer.
·Setup recurring lines from a Customer Explorer record.
·Setup and activate recurring lines through an installation Job.
Situations when RMR is Setup from Job Management
In the situations below, the setup of RMR will be covered under the Job Management section of this help.
·A new System will be installed, and a new Job is going to be created for the installation and the Recurring Line(s) will be activated and invoiced on a Job invoice.
·If a System is already installed (Reactivation or Re-sign situation) and new Recurring will be activated through Job Invoicing.
Situations when RMR is Setup when creating a New Customer
In the situation below, follow the New Customer RMR link for instructions on how to setup recurring for a new Customer.
·If this is a new customer and a new system and a Job will not be created for the installation, Recurring Lines may be setup during customer creation. If the User does not setup the recurring lines during customer creation, then follow the steps for setting up recurring from the Customer Explorer (below).
Situations when RMR is Setup from the Customer Explorer
In the situation below, continue to the next page for instructions on setting up Recurring Lines from the Customer Explorer.
·If this is a System that is already installed (Takeover situation) and new Recurring will be activated and a Job will not be created for activating the System, the User will create the necessary Recurring Lines from the Customer Explorer.
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