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Overview

The Schedules setup program is where you define default scheduling information that can be used by the Recurring Process facilities in Service Manager.

For instance: How often you wish to read a particular Meter; at what frequency you wish to post a Recurring Billing Document.

Schedules can be defined using Daily, Weekly, Monthly, or Yearly criteria.

Note:

If you modify a particular Schedule, all Documents using that Schedule will inherit those changes.

Estimated Time

Typically allow a couple of minutes per schedule, but you need to pre-plan to understand your schedule requirements.

Profile tab

Insert a Schedule Code, numeric only. Click the Profile tab and insert a Schedule Description. Select a schedule Frequency.

Key Points

Schedules are most often used when setting up Recurring Billing such as when creating Rental or Agreement invoices, but can equally be used to specify when a maintenance or meter process falls due.