Edit Recurring Voucher Template – A summary of the activity
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This activity allows you to modify the recurring voucher template in “Active” status. You can also delete the voucher template in the “Active” status. On deleting a template all the recurring vouchers in “Fresh” status in the template will also be deleted. The “Authorized” vouchers belonging to the deleted template, will still exists as an individual voucher and will be posted on the respective dates. The recurring vouchers in “Authorized” status can only be reversed after the posting dates and cannot be modified or deleted.
The system updates the status of the template to “Terminated” on deleting. The system updates the login ID of the user to the last modified by and the system date to the last modified date. The system also displays the creation history of the recurring voucher template.
Getting familiar with the pages inside
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Go to page… |
For… |
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Select Recurring Voucher Template |
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Edit Recurring Voucher Template |
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Attach Notes |
What you can do in this activity
The template in the “Active” status can be deleted in bulk.
Go to “Select Recurring Voucher Template” or “Edit Recurring Voucher Template” page.
Retrieve the “Active” template and delete it.
The system updates the status of the template to “Terminated”.
The recurring vouchers in “Fresh” in the template can be deleted while deleting a template.
Go to “Select Recurring Voucher Template” or “Edit Recurring Voucher Template” page.
Delete the template.
All the vouchers in “Fresh” status will be deleted and will attain a “Deleted” status. The system updates the status of the template to “Terminated”.
The voucher details in a template can be modified through this activity.
Go to “Edit Recurring Voucher Template” page.
Enter all the necessary information and modify the template.