Define continuity schedules

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This article explains how to define continuity schedules in Microsoft Dynamics 365 Commerce.

The following procedures walk through setting up a continuity program (otherwise known as recurring orders). The procedures use company USRT in the demo data.

To create a continuity program, follow these steps:

1. In Commerce headquarters, go to Retail and Commerce > Continuity > Continuity programs.
2. Select New.
3. In the Schedule ID field, enter the continuity schedule ID.
4. In the Order start field, select First event. If a customer places a new order for the continuity program, two options determine which product ships:
   • First event: The first product in the continuity program ships.
   • Current event: The current product ships. For example, three months into the program, the customer receives the third in the program.
5. Select Yes to prompt for the order start date.
6. Select Add line.
7. In the Item number field, enter the item number for the first product ("0013").
8. Enter CP.
9. Enter the date when the first product is available for order.
10. Select Add line.
11. In the Item number field, enter 0014.
12. In the Date interval code field, clear the value so the field is empty. For this procedure, clear the date interval. You set the date as incremental from the start date of the first item.
13. Enter the interval at which the products ship. Enter 30. For a monthly program, enter 30 days for the interval.
14. Select Add line.
15. In the Item number field, enter 0015.
16. Enter End.
17. Select Save.

To assign a continuity program to a continuity item, follow these steps:

1. In headquarters, go to Product information management > Products > Released products.
2. Select item 0016. For this procedure, select item number 0016. Normally, you create a released product that has more continuity business logic applied when placed on a sales order in call center.
3. In the list, select the link in the selected row.
4. Select Edit.
5. Expand or collapse the Sell section.
6. Enter the continuity program that this item represents. Enter the Schedule ID you created earlier. When you sell this item in a call center, additional business logic is applied from the selected continuity program.
7. Select Save.