Create recurring purchase lines

If you often need to create purchase lines with similar information, you can set up standard lines that you can then insert on recurring purchase documents, for example, for recurring replenishment orders.

Set up recurring purchase lines

1. Choose the icon, enter Recurring Purchase Lines, and then choose the related link.
2. On the Recurring Purchase Lines page, choose the New action.
3. On the General FastTab, fill the fields as necessary. Hover over a field to read a short description.
4. On the Lines FastTab, enter the information in the fields that reflect the standard lines you expect to use as recurring lines on purchase documents.

Note

You cannot define prices on recurring purchase lines because prices, discounts, etc. are calculated on the actual purchase documents after you insert the recurring purchase lines.

Tip

In the default version of Business Central, line numbers are hidden. If you want to see the line numbers, you must personalise the current page and add the Line No. field. For more information, see Personalise Your Workspace.

Assign recurring purchase lines to a vendor

Assign one or more recurring purchase lines to a vendor so that they're available to insert on purchase documents from that vendor.

1. Choose the icon, enter Vendors, and then choose the related link.
2. Open the card for a relevant vendor.
3. Choose the Recurring Purchase Lines action.
4. On the Recurring Purchase Lines page, select codes for the recurring purchase lines that you want to be able to insert on purchase documents for the vendor.
5. Fill in the other fields to define when, how, and where the recurring purchase lines are to be used.
6. In the four fields where you select how the lines are inserted on each document type, select one of the following options:

Option	Description
Manual	You must manually look up and insert a recurring purchase line that exists for the vendor.
Automatic	If multiple recurring purchase lines exist for the vendor, you'll get a notification from where you can pick which one to insert. If only one recurring purchase line exists, it will be inserted automatically. This only works if the new document was created from a document list, for example by choosing the New action on the Purchase Orders page. It doesn't work if the document was created from a vendor card, for example.
Always Ask	A notification appears and all existing recurring purchase lines are shown so that you can select one.

Insert recurring purchase lines on a purchase invoice

If recurring purchase lines exist for the vendor, you can insert them, or have them automatically added, on all types of purchase documents, such as a purchase invoice. If you have activated the Always Ask options while assigning recurring purchase lines to vendors, you'll be informed if recurring purchase lines exist.

1. Choose the icon, enter Purchase Invoices, and then choose the related link.
2. Open the purchase invoice that you want to insert one or more standard purchase lines on.
3. Choose the Get Recurring Purchase Lines action.
4. On the Recurring Purchase Lines page, choose the lookup button in the Code field, and then select a set of standard purchase lines.
5. Choose the OK button to insert the standard purchase lines on the invoice where you can reuse them as is or edit the information.

See also

Purchasing
Set Up Purchasing
Create Recurring Sales
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