Creating supplier invoice schedules

To create a supplier invoice schedule:

Go to Purchases.
Under Catalogs, click Recurring purchases.
In the Recurring purchases list, click Create.
On the Settings tab of the displayed window, specify general settings of a supplier invoice schedule:
- Select the Enabled checkbox to indicate that a supplier invoice schedule is currently active.
- Set Document type to Supplier invoice.
- Fill in Description to indicate the name of a supplier invoice schedule.
- Select Company that a supplier invoice schedule is created for.
Do one of the following:
- To manually fill in the remaining details, go to step 6.
- To fill in products and suppliers from a template, select the Use template checkbox. Then, in the Template field, select a supplier invoice to use it as a template. After that:
  - The Products section is automatically filled with products or services from the selected supplier invoice. They will be included in supplier invoices generated by the scheduled job.
  - The Suppliers tab is automatically filled with the details of the supplier specified in the selected supplier invoice. This supplier will be specified in supplier invoices generated by the scheduled job.
  These automatically filled in details are non-editable. To complete creating the supplier invoice schedule, perform steps 6, 8, and 9.
On the Settings tab, in the Schedule section, specify the frequency and schedule settings. These settings are used to create and run a scheduled job that issues supplier invoices. To specify the settings:
1. Select Frequency to indicate how often supplier invoices must be issued: Day (once a day) or Month (once a month), or Year (once a year).
2. Set a schedule when the job must run. To do this, click Fill in schedule and specify the schedule settings. For example, a scheduled job runs several times a month, while Frequency is Month. This means a supplier invoice is issued only during the first successful job run in a month.
  If Frequency is Month, you can set a custom schedule instead. To do this, select the Use custom schedule checkbox, click Custom schedule, and specify the schedule settings. Use this option if a company has a specific business calendar and you want to issue a supplier invoice according to its working days. For example, issue a supplier invoice on the third working day of a month.To learn more, see
3. Examples of schedule settings.
In the Products section, specify the products or services that you want to include in a supplier invoice. To do this click Add and fill in the product or service details, including quantity and price. For details, see Products section.
On the Suppliers tab, specify the suppliers to issue supplier invoices for. To do this, click Add and fill in supplier details:
- Counterparty. A supplier name. If you used a template in step 5, the supplier name is prefilled and non-editable. Then, fill in only Start date and End date.
- Start date. The start date of the period during which supplier invoices must be issued.
- End date. The end date of the period during which supplier invoices must be issued.
Note. If you set a custom schedule in step 5, Start date and End date are populated from that schedule. They are non-editable in this case.
Click Save and close.

Supplier invoices issued according to a supplier invoice schedule appear on the Supplier invoices tab of the supplier invoice schedule. You can also view these supplier invoices in the Supplier invoices list.

If you have Administrator access rights, you can check the status of the scheduled job that issues supplier invoices. To do this, go to Settings > Support and service > Scheduled job > Scheduled and background jobs. Locate a job with the description matching the description of the supplier invoice schedule. Then, check the Status column value for this job. To view the detailed event log for the job, select the job line and click

Examples of schedule settings

Consider the following examples of schedule settings for a job that automatically issues supplier invoices:

Example 1

A company needs to issue a recurring supplier invoice during a calendar year 2024, on the last day of each month, from 9:00 AM to 10 AM.

In this case, create a supplier invoice schedule, set Frequency to Month, click Fill in schedule and specify the schedule settings as follows:

On the General tab of Schedule window, specify the period when supplier invoices must be issued. In this example, it is from 1/ 1/2024 to 12/ 31/2024 (a calendar year 2024):
As a supplier invoice must be issued each month of the year, open the Monthly tab and, in the Months section, keep all the checkboxes cleared.
To indicate that a supplier invoice must be issued on the last day of the month, set Run on 1 day of month before end.
To indicate that a supplier invoice must be issued from 9:00 AM to 10:00 AM, open the Daily tab and set Begin at to 9:00:00 AM and End at to 10:00:00 AM.
Click OK.

Example 2

A company has a business calendar with five working days per week, starting from Monday. The company needs to issue a recurring supplier invoice during a calendar year 2024, on the third working day of each month.

In this case, create a supplier invoice schedule, set Frequency to Month, select the Use custom schedule checkbox, click Custom schedule and specify the schedule settings as follows:

In the Settings section of Custom schedule window:
- Set Period during which a supplier invoice must be issued. In this example, it is from 1/ 1/2024 to 12/ 31/2024 (a calendar year 2024).
- Select Business calendar of the company. In this example, it is Five days calendar meaning a business calendar with five working days per week, starting from Monday.
- To indicate that a supplier invoice must be issued on the third working day of each month, set Every 3 working day from beginning of month.
To fill in the schedule according to the specified settings, click Generate.
1C:Drive populates the dates when a supplier invoice will be automatically issued.

Note. You can manually add or delete dates in the generated schedule. To add a date, click Add and specify a date. To delete a date, right-click a date line and select Delete.
Click Save and close.

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