The system includes only those standing orders with Apply code set to 2. See Set up a standing order.
- Select the Apply standing orders manually menu item.
- You access the first Manual application of standing orders panel. The system proposes the current period in which to apply standing orders. You can change the period to another open period. Click OK.
- You access the second panel, showing all the manual standing orders that you can apply in the selected period. Select the standing order you want to apply.
- You access the third Manual application of standing orders panel. On this panel you have the option to change the transaction amount before you apply the standing order. To change the transaction amount, select the transaction you want to change.
- You access the detail panel. Change the transaction amount and click OK.
- You return to the previous (third) panel. Note: To change the accounting information, select the Working with standing orders menu item. See Set up a standing order for more information. To apply the standing order, click Apply group.
- You return to the same panel, now showing the standing order(s) you have selected to apply. Note: If you do not want to apply the standing order group you have selected, then you can inactivate it. Mark the group with the code for INACTIVE and click OK.
- You access the final panel where you enter the printing parameters. Update the postings in the General Ledger. You will receive a message and reports when the update is complete. When the system updates the G/L, or the journal is in error, the system prints different kinds of reports. See About entering G/L transactions (journal vouchers) for more details.
Click Exit to perform the update.
Tip: If you want to update the standing order once more for the same period, then you can change the Last applied period field (see Set up a standing order) and perform the update again. Exit the routine.