Saving a recurring schedule records its terms and calendar. Activation is a separate step. Open the saved schedule and inspect the next-five calendar preview before choosing Activate schedule where current access permits it.
Compare each previewed Issue date, Due date and Document number with the intended agreement. Confirm the frozen source terms as well as the calendar. If either needs correction, edit through the supported schedule workflow before activating.
The activation confirmation is for unissued drafts only. No schedule action issues, posts or emails a document. After an occurrence is created, an authorized poster must still review and issue it, and delivery follows its separate invoice-email process.
Use Run history to confirm that due occurrences were processed. A calendar preview shows planned dates, not completed documents. If the schedule has ended or a source setting changed, inspect its current status rather than assuming activation remains effective indefinitely. Keep each generated draft's evidence and final customer terms under review.
Was this article helpful?
Tell us whether this answered the question you came with.