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.
To create recurring purchase orders, you must fill in the fields in the Recurring Settings section of the source purchase order. You can do this:
- At the time you are creating the purchase order.
- After the purchase order has been approved by clicking Edit on the purchase order and then completing the fields.
You can find below a detailed description of the steps required.
To create recurring purchase orders:
- On the Recurring Settings section of the purchase order, select the Recurring Purchase Order? checkbox.
- Select the Recurrence Period from the drop-down list.
- Enter the required Recurrence Interval.
- Enter the Number of Recurrences required.
- Click Save.
- If the purchase order has not been approved yet, click Submit for Approval.
- Once the purchase order is approved, click Create Recurring POs.
- Click Yes on the confirmation page.
- On the same confirmation page, click Back.
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:
- Requested Delivery Date
- Supplier Commitment Date
- Supplier Current Promise Date