What is a recurring order?
A recurring order allows you to automatically create an order and submit it for approval.
Prerequisites
Create and view permission for the Order module.
Steps for creating a New Recurring Purchase Order
To create a new recurring purchase order, click on the "Create Order" button or a similar option depending on the interface.
Selecting Frequency: Choose the frequency for the recurring purchase order from the available options. Options include Weekly and Monthly.
Choosing Issuance Day: Specify the day when the order needs to be issued. You can select the 1st day of the month (for monthly frequency) or a specific weekday of the month (for weekly frequency), depending on your preference.
Start and End Date: You can set up the timeline until when you would want the system to recreate this PO by setting up a start and an end date.
Submit Order for Approval: According to your preference, you can select the "Submit Order for Approval" option. The system will then automatically create and submit the order for approval.
Confirmation Email: Once the recurring purchase order has been processed, you will receive a confirmation email. This ensures that you are informed when the order has been successfully created.
FAQ
Can I update or delete the recurring PO if needed?
Yes, you can update or delete the recurring purchase order at any time.