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How to set up the Reminder for Recurring sales order?

edited Jun 30, 2023 4:58AM in Ask A Guru 5 comments

Hi guru's,


I need some help with a reminder.

We have sales orders that come back year after year. Before the year is over, a new sales order must be created.

Now that will be forgotten and I am looking for a reminder that helps me remember that a sales order was invoiced in January, for example, but must therefore also be recreated a year later and invoiced again.

This is because there are licenses that customers purchase that cost an annual amount.

We have created a subscription record (ABOxx) ourselves in which we record this data and every sales order therefore also has a subscription record. The new sales order will also be added to the subscription.

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