Auto-insert recurring sales and purchase lines

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
End users, automatically This feature is released. Feb 1, 2020 Apr 2020

Business value

Recurring sales and purchase orders are the new normal in business. Business Central now allows you to handle such recurring sales and purchases by using automatic insert of predefined recurring sales and purchase lines.

Feature details

The existing Recurring Sales/Purchase Lines feature is extended to automatically insert on documents the recurring sales or purchase lines that are set up for the customer or vendor.

If multiple recurring sales or purchase lines exist for the customer or vendor, you will get a notification from where you can pick which one to insert. If only one recurring sales or purchase line exists, it will be inserted automatically.

Note that this works only if the new document was created from a document list—for example, by choosing the New action on the Purchase Orders page. It does not work if the document was created from a vendor card, for example.

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.

Thank you for your idea

Thank you for submitting this idea. We listened to your idea, along with comments and votes, to help us decide what to add to our product roadmap.

See also

Create Recurring Sales and Purchase Lines (docs)