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How to: Set Up Recurring Orders

After you create a recurring group, you can set up recurring orders on the blanket sales order by adding the group to the order. For more information, see How to: Create Blanket Sales Orders and How to: Set Up Recurring Groups.

To set up a recurring order

  1. In the Search box, enter Blanket Sales Orders, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. On the General FastTab, fill in the fields as described in the following table.

    Field Description

    Order Date

    Enter the order date. The order date is used when you create new recurring orders. Orders with an order date on or before the processing date are processed.

    Recurring Group Code

    Enter the recurring group code for the recurring group. When a blanket order contains a recurring group code, the blanket order is available as a recurring order.

  4. On the Lines FastTab, fill in the fields as described in the following table.

    Field Description

    Quantity

    Enter the quantity for the blanket order.

    Qty. to Ship

    Enter the quantity to ship. This quantity is used when you create new orders as recurring orders.

  5. Choose the OK button.

See Also

Tasks

How to: Set Up Recurring Groups
How to: Create Recurring Orders

Concepts

Recurring Orders

Other Resources

How to: Create Blanket Sales Orders