Use the following steps to create a scheduled order.
Start the creation of a scheduled order by creating an initial order as described in the Creating Orders section.
When you get to the Review Order Page, select the Create Schedule button, or the Submit and Create Schedule button. This opens the Scheduled Orders panel.
Clicking the Submit and Create Schedule button will submit the current order, and then will create a template that you can configure for scheduling
Clicking the Create Schedule button will use the new order as the template order and allow you to schedule the order for submission
Enter a descriptive name for the schedule. Multiple schedules can be saved with an order template so provide a name that best describes the schedule to avoid confusion.
Provide a start date for the schedule by entering a start date or using the calendar. The start date indicates the beginning of the period where the schedule will be valid. All orders start at 12:00 a.m. in the time zone of the Commerce server.
Create the schedule using intervals or calendar days.
When you create a schedule it runs after certain amounts of time. Schedules can be run on a daily basis, on selected days or specific dates.
To schedule an order using intervals, select the Interval tab and enter a number in the Recurring Every field. Use the drop down menu to select days or weeks. For example entering 3 weeks would schedule the order to be run three weeks after the start date
To select specific days, select the Calendar tab and click the Select Days button. Click the desired days of the week. When the day has been selected, there will be a green check mark next to the day. Once the day(s) have been selected, you can indicate if you want to schedule to run on a weekly basis or you can select the weeks of the month that the schedule should run
Note: You can select specific months in a similar manner by selecting the Select Months button and choosing the specific months for the schedule to run
To indicate which occurrence within the month, select the Select Occurrence(s) link and click the weekly occurrence on which the schedule should run
Use the Specific Dates button to choose specific dates of a month. For example, select 1 and 15 to have the scheduled order run on the first and the 15th of a month
If necessary, enter an end date. You can configure the schedule to end after a specific number of occurrences, or to end on a specific date. If there is no end date required for the schedule, select the No End Date button.
Click the Schedule button to save the schedule. The Scheduled Order Confirmation page appears where you can send a confirmation of the scheduled order, obtain the scheduled order number and review the scheduling information.
