Create a recurring purchase order
Create a recurring purchase order to generate purchase orders for a vendor on a schedule. Open Menu and select Purchasing > Manage purchase orders > Recurring purchase orders.
Before you begin
- You need permission to create recurring purchase orders.
- You need an active vendor and at least one item or expense line. You can create a vendor or item from its selection field when needed.
- Decide whether generated purchase orders should be created as drafts and reviewed before submission.
Create the recurring purchase order
- Open Menu and select Purchasing > Manage purchase orders > Recurring purchase orders.
- Select Create recurring purchase order.
- In Schedule, enter a unique Template name and an optional Template description.
- Select the Frequency and enter the Start date. Enter an End date when the schedule should stop. Review the calculated Next date.
- Select Create purchase orders as draft when each generated purchase order must remain in Draft status for review.
- In Purchase order information, select the Vendor.
- Review or select the Terms and Receiving location. Add the shipping and billing addresses and enter a Memo when applicable.
- In Items, select Add item. Select the item, enter the quantity and rate, review the calculated amount, select the receiving location, then select Apply.
- When the recurring order is for an expense, select Add expense in Expense lines. Select the Category, enter the description and amount, then apply the line.
- To add a file to the recurring template, open Attachments, then select Select or drop files here and choose the file.
- Select Submit.
QuickStart creates the recurring purchase order in In progress status and displays its next scheduled date. Generated transactions appear in Created purchase orders, and scheduling results appear in Automated process results.
You can also open an existing purchase order, open More actions, and select Make recurring. Review the copied schedule and purchase order information before submitting the new recurring template.