Standing Orders - Standing Order Creation

Standing Order Creation Overview

You use the Standing Order Creation screen to create a new standing order or to load a standing order you have previously saved.

To create and maintain standing orders, you need to complete these steps:

1. Either:

• create a new standing order – see "Creating a New Standing Order"
• recall an existing standing order to view or amend the details – see "Recalling a Standing Order".

2. Enter or maintain the standing order header or convert a previous invoice to a standing order.

Refer to "Maintaining the Standing Order Header".

3. Add or maintain the items on the standing order.

Refer to "Maintaining Standing Order Lines".

4. Edit other standing order details.

Refer to "Standing Order Creation - Edit Menu Options".

5. To print a standing order, refer to "Standing Orders - Print Standing Orders".
6. To reprice a standing order, refer to "Standing Orders - Reprice Standing Orders".