Creating a Recurring Purchase Order

Creating recurring purchase orders manually can be a time consuming task. The recurring purchase order feature enables you to automatically generate recurring purchase orders from a new or existing approved purchase order.

You can create a recurring purchase order from an approved purchase order or an approved drop ship purchase order as follows:

  1. On the New Purchase Order page check the Recurring Purchase Order? checkbox.
  2. Select the Recurrence Period from the drop-down list.
  3. Enter the required Recurrence Interval.
  4. Enter the Number of Recurrences required.
  5. Populate the remaining required purchase order fields.
  6. Click Save.
  7. Click Submit for Approval.
  8. From the Purchase Order page Click Create Recurring POs.
  9. Click Yes on the confirmation page.
  10. On the confirmation page Click Back.

You can create recurring purchase orders from an existing approved purchase order by completing the Recurring Settings section fields via the Purchase Order Edit page.

The recurring purchase orders are created with a status of Open.

The following date fields on the recurring purchase order line item are derived from the recurring settings entered in the originating purchase order from which the recurring purchase orders are created: