Setting up Recurring Orders
Using recurring orders is a two-step process. First, the recurring template is created. This is not an actual order, but just a template for an order that you can generate as needed or based on a specific frequency. Second, you generate the actual order from the template. Creating recurring order templates is almost identical to entering any regular order, with two exceptions—for a recurring template, you need to select the Recurring check box and enter a Frequency Code.
To create a recurring order template:
1 In the Sales Order Entry window, select the Set as Recurring check box. If you’re in the Recurring batch (select Order Entry Tasks > Set the Active Batch to Recurring), this check box does not appear and you are ready to enter recurring information.
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2 In the Frequency Code field, type in the Code or use the Lookup to select a Frequency Code for this template.
3 In the Begin Recurring On field, set the date after which you want this recurring invoice to be generated. When you generate from recurring, an invoice for this order won’t be generated before the date you enter here.
4 Add anything to the template that will be repeated on most orders.
5 Save the recurring order template.
Published date: 11/22/2021