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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 Create Blanket Sales Orders.

To set up a recurring order

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Blanket Sales Orders, and then choose the related link.

  2. Choose the New action.

  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

Recurring Orders
Set Up Recurring Groups
Create Recurring Orders
Work with Blanket Sales Orders

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