Process Recurring and Duplicate Purchase Orders

 

This section will discuss on how to create recurring and duplicate purchase orders. You can use the Recurring Transaction option to set up and process recurring purchase orders. Regular or repeat orders are easily reprocessed through this option.

You can also duplicate an open or completed Purchase order document anytime using the Duplicate Purchase Order option from the menu of the Purchase Order form. The order details and line items are copied into the new Purchase order record.

 

Recurring Purchase Orders

 

SET A RECUR SCHEDULE FOR THE PURCHASE ORDER

1. From the Supplier module, select Recurring button from the menu. A search list with different tabs is displayed.
   
   
2. Go to the Setup Recurring Transaction tab to view a list of open and closed purchase orders that you can recur. The Recurring Transactions form will appear. 
3. Enter a Description for the recurring transaction.
4. Check the Active checkbox to set the recur schedule to active status.
   
   
5. Select the Interval of the recurrence. You can specify Recurrence Options for any interval you choose e.g. every first Monday of the month.
   
   
6. You can specify the Effectivity or leave it as indefinite.

 

PROCESS THE RECURRING TRANSACTIONS

1. Go to the Available Recurring Transactions tab. The recurring purchase order schedules list will display.
2. Select the recurring document in the list. The Available Recurring Transaction Wizard will be displayed. Click Next button to start.
3. Select the documents to process. The purchase order documents are grouped by supplier. Click Next button to continue.
   
   
4. The progress of processing the purchase orders will follow. The processed purchase orders are displayed. You may drill down on the Document Code to view the purchase order document. Click Next button to continue.
5. Click Finish button to process and close the wizard. You may view the processed purchase orders from Purchases > Find Purchases.

 

 

CHANGE THE RECUR INTERVAL OF THE ORDER

1. Go to the Amend Recurring Transactions tab.
   
   
2. Select the recurring order transaction from the list and you will be brought back to the Recur Options window to change the schedule of the recurring order.

 

VIEW A HISTORY OF RECENTLY PROCESSED RECURRING TRANSACTIONS

1. Click on the History tab to view a history or recently processed recurring transactions.

   

 

 

Duplicate Purchase Order

1. From the Supplier module, select Purchases > Find Purchases. A search list of open and closed Purchase orders will display.
   
   
2. Select a purchase order record in the list to display the Purchase Order form. You may select an open or closed Purchase order record.
   
   
3. Click on the Duplicate option from the menu. A New Purchase Order is created reflecting the details in the purchase order.
4. Take note for the dates in the new purchase order document and amend if necessary before saving.