Paradigm Support Desk

'Recurring Transactions' are scheduled transactions that can be assigned to a customer via a 'Customer Contract'. These transactions then take place automatically as scheduled by you on the 'Customer Contract'.

Navigate to 'Customers' > 'Processing' > 'Customer Contracts'

Click the 'New Customer Contract' button at the top-left of the screen.

Under the 'General' tab on the 'Linked To' pane, you must select a 'Company' and a 'Branch'. You can also link the recurring transactions to a 'Working Document'.

On the 'Contract Information' pane, Select the 'Customer' and the 'Contract Type'.

'Contract Types' can be added by navigating to 'Customers' > 'Maintenance' > 'Contract Types' and clicking the 'New Customer Contract Type' button.

The 'Display Name' will be the name of the Contract assigned to the Customer.

The 'Inception Date' and 'Expiry Date' define the period within this contract applies. Recurring Transactions will not be generated outside of this date period.

Clicking 'Save'   will generate the 'Contract Number' automatically.

Navigate to the 'Recurring Transaction Setup' tab.

Select the 'Document Type' which will define the type of transaction you wish to take place.

The next field is 'Document Template'. The Document Templates contain the details of the transaction document that is to be processed each time the contract is scheduled to generate a transaction.

To create a 'Document Template' navigate to 'Documents' > 'Maintenance' > 'Document Templates'

Click the 'New Document Template' button on the top-left of the screen.

On the 'Details' pane, you must select a 'Company' and create a 'Name' from which you can identify the Document Template.

On the 'Settings' pane, checking the boxes for 'Show On Customer Documents' and 'Show On Supplier Documents' will tell the Paradigm system whether or not to use this Document Template for Customer Transactions and/or Supplier Transactions.

Checking the box 'Use Template Unit Price' will generate the transactions with the Unit Price specified on the template, over-riding Average Unit Price, Pricelist pricing and/or Deal Sheet pricing

The 'Document Template Lines' will be used as the detail lines on the generated recurring transaction.

Once you have created and saved your Document Template, navigate back to your Customer Contract via 'Customers' > 'Processing' > 'Customer Contracts'

You will now be able to select your new 'Document Template' on your contracts 'Recurring Transaction Setup' tab.

'Frequency' is to set how regularly the transaction is scheduled to be generated. This is set to Monthly by default.

'Creation Day Of Month' is the day on which you would like the document to be generated on the Paradigm system.

'Invoice Day Of Month' is the day on which you would like the document to be processed on the Paradigm system.

'Invoice Month' sets whether the 'Invoice Day of Month' is within the same month as the 'Creation Day Of Month' or not, 'Current' or 'Following'.

The 'Auto Invoicing Start Date' and 'Auto Invoicing End Date' sets when the Paradigm system is to start and stop processing this Document Template on the Customer Contract.

As the Customer Contract can hold multiple Document Templates, the 'Auto Invoicing' date period can differ from the Contracts applicable date period. Note however, that the Auto Invoicing Period must lie within the Contracts Inception and Expiry dates.

All generated Transactions from this Contract will be displayed on the 'Transaction Log' tab.

All generated Documents from this Contract will be displayed on the 'Linked Documents' tab.

Alternatively you can navigate to 'Customers' > 'Processing' > 'Recurring Transactions'

Here you will find a list of all active Contracts and their active Document Templates to be invoiced.

Paradigm is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.