Auto Repeat

Overview

Auto Repeat — Business Overview

Auto Repeat is used in Dafater to automatically create recurring business documents on a defined schedule. It helps organizations handle repeat transactions consistently and on time, without manual effort. This ensures operational continuity, reduces missed actions, and supports predictable business processes.

What Auto Repeat Is Used For

Auto Repeat allows a business to set up rules so that certain documents are generated repeatedly—such as monthly, quarterly, or yearly—based on a predefined pattern. Once configured, Dafater automatically creates these documents according to the schedule, ensuring routine obligations and transactions are never forgotten.

In simple terms, Auto Repeat acts as a “set it once, run automatically” tool for recurring business activities.

Prerequisites and Setup Requirements

Before using Auto Repeat, the following should be in place:

The original business document that needs to be repeated (for example, an invoice, order, or internal request)
Clearly defined frequency (daily, weekly, monthly, yearly, etc.)
Start date and, if applicable, an end date
Confirmation of who is responsible for reviewing or approving the generated documents
Assurance that the recurring document content is stable and predictable

Auto Repeat works best when the business process is standardized and does not require frequent changes.

Typical Workflow and Business Process Fit

Create the Original Document
A user creates a standard document that represents a recurring business activity.
Set Up Auto Repeat
Auto Repeat is configured with the repetition schedule, timing, and duration.
Automatic Generation
Dafater creates new documents automatically at the defined intervals.
Review and Action
Responsible users review, approve, and process each generated document as part of normal operations.
Ongoing Monitoring
The schedule continues until the end date or until Auto Repeat is stopped.

This workflow ensures regular business activities continue smoothly without relying on memory or manual tracking.

Key Business Scenarios Where Auto Repeat Is Essential

Auto Repeat is especially valuable in scenarios such as:

Recurring customer billing or subscription charges
Regular supplier or service payments
Periodic internal requests or approvals
Routine operational or administrative tasks
Scheduled compliance or reporting activities

Any business process that follows a predictable cycle can benefit from Auto Repeat.

Important Considerations for Users

Accuracy Matters: Since documents are generated automatically, errors in the original setup can repeat multiple times.
Review Responsibility: Auto-generated documents should still be reviewed before final approval or posting.
Change Management: If business terms change, Auto Repeat settings must be updated promptly.
Monitoring: Periodically check active Auto Repeat records to ensure they are still relevant.
Control: Avoid overusing Auto Repeat for processes that frequently change or require judgment each time.

Summary

Auto Repeat in Dafater is a powerful tool for managing recurring business activities efficiently. By automating repeat document creation, it saves time, improves consistency, and reduces operational risk—making it essential for businesses with regular, predictable workflows.

Basic Information

Module: Automation
Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
reference_doctype	Reference Document Type	Link	✓	DocType	Select Dafater document type to be automatically repeated
reference_document	Reference Document	Dynamic Link	✓	reference_doctype	Specific Dafater document used as the repetition template
submitoncreation	Submit on Creation	Check		-	Automatically submit generated documents upon creation
start_date	Start Date	Date	✓	-	Date from which automatic repetition begins
end_date	End Date	Date		-	Date after which automatic repetition stops
disabled	Disabled	Check		-	Disable this auto repeat configuration
frequency	Frequency	Select	✓	, Daily, Weekly, Monthly, Quarterly, Half-yearl...	Defines how often the document is repeated
repeatonday	Repeat on Day	Int		-	Specific day of month for repetition
repeatonlast_day	Repeat on Last Day of the Month	Check		-	Repeat on the last day of each month
nextscheduledate	Next Schedule Date	Date		-	Next scheduled date for document generation
repeatondays	Repeat on Days	Table		Auto Repeat Day	Specific weekdays selected for repetition
notifybyemail	Notify by Email	Check		-	Send email notifications when documents are created
recipients	Recipients	Small Text		-	Email addresses to receive notifications
get_contacts	Get Contacts	Button		-	Fetch related contact email addresses automatically
template	Template	Link		Email Template	Email template used for notifications
subject	Subject	Data		-	Email subject for notification messages
message	Message	Text		-	Custom email message content
preview_message	Preview Message	Button		-	Preview email message before sending
print_format	Print Format	Link		Print Format	Print format attached with notification email
status	Status	Select		, Active, Disabled, Completed	Current lifecycle status of auto repeat setup

Child Tables

Repeat on Days (Auto Repeat Day)

Field Name	Label	Type	Required	Options	Description
day	Day	Select	✓	Monday, Tuesday, Wednesday, Thursday, Friday, S...	Scheduled weekday for automatic recurring actions in Dafater

Permissions

Role	Read	Write	Create	Delete
Accounts User	✓	✓	✓	✓
Accounts Manager	✓	✓	✓	✓
System Manager	✓	✓	✓	✓

DocType	Relationship	Module
Delivery Note	Linked from	Stock
Journal Entry	Linked from	Accounts
POS Invoice	Linked from	Accounts
Payment Entry	Linked from	Accounts
Purchase Invoice	Linked from	Accounts
Purchase Order	Linked from	Buying
Purchase Receipt	Linked from	Stock
Quotation	Linked from	Selling
Sales Invoice	Linked from	Accounts
Sales Order	Linked from	Selling
Subcontracting Receipt	Linked from	Subcontracting
Supplier Quotation	Linked from	Buying
Email Template	Links to	Email
Print Format	Links to	Printing