Manage a recurring purchase order
Manage a recurring purchase order to change its schedule or purchase information, generate an order immediately, or skip its next occurrence. Open Menu and select Purchasing > Manage purchase orders > Recurring purchase orders.
Before you begin
You need permission for recurring purchase orders and for the action you want to perform. A recurring purchase order must already exist.
View or edit a recurring purchase order
- Open Menu and select Purchasing > Manage purchase orders > Recurring purchase orders.
- Search for the template and select its name.
- Review the status, schedule, purchase order information, item and expense lines, Created purchase orders, Automated process results, and attachments.
- To change the template, select Edit.
- Update the schedule or purchase order information, then select Update.
QuickStart displays the updated template and recalculates its next date when the schedule changed.
Create a purchase order now
- Open the recurring purchase order.
- Select Create now when the action is available.
- Review the generated purchase order and complete the displayed save or submit action.
QuickStart creates a purchase order from the template. If the recurring purchase order is already scheduled to run today, QuickStart displays an informational message instead of creating a duplicate occurrence.
Skip the next occurrence
- Open the recurring purchase order.
- Open More actions and select Skip.
QuickStart advances the schedule without generating the skipped purchase order and updates the next date.
Customize or delete a recurring purchase order
- To open the supported field or segment customization workflow, open More actions and select Customize.
- To delete an eligible recurring purchase order, open More actions and select Delete. In the confirmation dialog, whose title contains the template name, select Delete recurring purchase order. QuickStart confirms that the recurring purchase order was deleted and returns to the Recurring purchase orders list.