Recurring Orders (Purchasing)

The Recurring Purchase Order process can be used whenever the same, or nearly the same, Purchase Order is issued over and over again for both direct GL expenses and materials. There are two steps involved in using Recurring Orders for purchasing. First, the creation of the Recurring Order. Second, the use of the recurring PO to create a new Purchase Order that will be received and invoiced normally.

The Recurring Orders form is a mover form which lists all active Recurring Orders that are available to copy. The list contains the purchase order number, vendor name, the total due and the part number from the first line on the purchase order. The list that populates may be filtered by Facility using the "Facility" button and selecting the desired record. The "Move", "Move All", "Remove All", and "Remove" buttons may be used to move the desired order(s) that should be copied to the right-hand side of the form. Once orders are chosen and "Apply" is clicked, one or more new Purchase Orders are created, saved, and assigned their sequential order number. From this point, the new order(s) can be modified as needed, received, and invoiced. If multiple Recurring POs are selected in the mover form, multiple new POs will be created.

System Navigation

• Purchasing > Recurring Orders

Recurring Orders form

Button	Description
Apply	Opens the Order Entry form, with fields and lines populated based on the selected Recurring Order.
Facility	Allows the user to filter the list of Recurring Orders based on their assigned Facility.