Client Management Customer Explorer RMR Management Creating a New Recurring Line
Creating a new Recurring Line (continued)
When entering a new Recurring Line from the Customer Explorer, there are three data entry forms available; New Recurring Item, Royalties/Commissions and Changes. Once the information is entered on the Recurring Item form the User has the option of using the Changes form to enter a future rate increase, future rate decrease or cancellation for the Recurring Line. If a commission or royalty is going to be paid to a Salesperson or a Vendor the User may enter this information of the Royalties/Commissions form.
Follow the link for detailed information on each data entry field on the New Recurring Item and Changes forms. Recurring Line Data Entry Field Definitions.
To setup a new Recurring Line from the Customer Explorer, follow the instructions below.
1. Open the Customer Explorer record for which a new recurring line will be created.
2. From the Customer Tree, expanded the customer tree below the Site and System where the recurring line will be setup. Highlight the Recurring option within the System tree; right-click and select the New Recurring option.
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