How to Update Recurring Charges Automatically in Accounts Receivable for Sage 300

Before You Start

Determine the range of customers whose recurring charge records you will update.
Select the Calculate Taxes option in the recurring charge records that you want to update automatically.
Decide whether to increase or decrease charges by an amount or by a percentage.

To update recurring charges automatically:

Open Accounts Receivable > Periodic Processing > Update Recurring Charges.
Fill in the following fields on the Update Recurring Charges screen:
- Recurring Charge Code. Using the Finder, select the code for the recurring charge you want to change. You can specify the same code more than once on the Update Recurring Charges screen.
- From/To Cust. No. Using the Finder, select the range of customers for whom you want to update the recurring charge.
  You can update recurring charge records for all customers sharing that code, or for a range of customers. Accounts Receivable lets you choose from a list of customers who share the recurring charge code you selected.
- Change By. Select either Percentage or Amount. This field, together with the selection you make in the Increase/Decrease field, determines how Accounts Receivable will update the details of the recurring charge.
- Increase/Decrease. Select Increase or Decrease. This field, together with the selection you make in the Change By field, determines how Accounts Receivable will update the details of the recurring charge.
- Currency Code (if you have a multicurrency ledger). Note the following:
  - If you are changing the details of the recurring charge by an amount, you must specify a currency. Accounts Receivable updates recurring charge records only for customers in the specified range who use the specified currency.
  - If you are changing the details of the recurring charge by a percentage, the currency field is optional:
  - If you do not specify a currency, Accounts Receivable updates recurring charges for all customers.
  - If you do specify a currency, Accounts Receivable updates recurring charge records only for customers using the specified currency.
- Change In Distribution Amount. The value you enter in this field depends on your selection in the Change By field, as follows:
  - If you selected Percentage in the Change By field, enter a percentage. For example, to increase a recurring charge of $1,000 by $125, you enter 12.5 in this column. You can use up to 5 decimal places.
  - If you selected Amount in the Change By field, enter an amount. In single currency ledgers, Accounts Receivable displays decimals appropriate for the functional currency. In multicurrency ledgers, Accounts Receivable displays decimals appropriate for the specified currency.
- Method. Specify the details to update in the range of records.
  - If you selected Percentage in the Change By field, select one of the following options:
    - All Details. Accounts Receivable will increase or decrease all of the recurring charge details by the percentage specified in the Change In Distribution Amount field.
    - Specific Distribution Code. Accounts Receivable will increase or decrease amounts for only details that use the specified distribution code by the percentage specified in the Change In Distribution Amount field.
  - If you selected Amount in the Change By field, select one of the following options:
    - Spread Evenly. Accounts Receivable will distribute the amount you specified in the Change In Distribution Amount field evenly for all the details of the recurring charge.
    - Prorate. Accounts Receivable will distribute the amount you specified in the Change In Distribution Amount field based on the current amount of each of the details.
    - Specific Distribution Code. Accounts Receivable will increase or decrease amounts only for details that use the specified distribution code by the amount specified in the Change In Distribution Amount field.
If you chose Specific Distribution Code as the method, enter a distribution code or select it using the Finder.
If you want to change the maximum amount specified in the recurring charge record, enter the amount by which to increase or decrease the maximum amount.
Click Process to update the specified recurring charges.

After updating recurring charges automatically

Print the Recurring Charges report.