Processing a Recurring Order

To be prompted to process a recurring order when they are due, you must set up your preferences for “on startup”

1. Click Preferences.
2. Select the On Startup tab.
3. Check Generate Recurring Orders.
4. Choose how many days in advance you want to be notified.

5. Check if you want to print the service order.

6. Click OK.

Now that you set up your Startup preferences, when you open SME you will receive a message when recurring orders are ready to be generated.

Click Yes. When SME completes generating the service records, go to the Service module to find the orders. Using the Search window, you can sort by order number. All the new orders generated will have the latest order numbers. Schedule your technicians and invoice the order as you would any other service order.